Tower View Wealth Management’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Sell |
4,371
-654
| -13% | -$51.5K | 0.17% | 56 |
|
|
2025
Q4 | $394K | Sell |
5,025
-190
| -4% | -$15.6K | 0.19% | 53 |
|
|
2025
Q3 | $439K | Buy |
5,215
+58
| +1% | +$4.95K | 0.23% | 42 |
|
|
2025
Q2 | $456K | Buy |
5,157
+91
| +2% | +$8.19K | 0.24% | 45 |
|
|
2025
Q1 | $471K | Sell |
5,066
-163
| -3% | -$14.8K | 0.27% | 45 |
|
|
2024
Q4 | $491K | Buy |
5,229
+36
| +0.7% | +$3.48K | 0.26% | 49 |
|
|
2024
Q3 | $475K | Buy |
5,193
+22
| +0.4% | +$1.88K | 0.26% | 48 |
|
|
2024
Q2 | $386K | Buy |
5,171
+6
| +0.1% | +$469 | 0.22% | 49 |
|
|
2024
Q1 | $407K | Buy |
5,165
+11
| +0.2% | +$771 | 0.24% | 51 |
|
|
2023
Q4 | $373K | Buy |
5,154
+52
| +1% | +$3.76K | 0.23% | 50 |
|
|
2023
Q3 | $350K | Buy |
5,102
+104
| +2% | +$7.89K | 0.25% | 49 |
|
|
2023
Q2 | $395K | Sell |
4,998
-42
| -0.8% | -$3.22K | 0.27% | 45 |
|
|
2023
Q1 | $391K | Buy |
5,040
+172
| +4% | +$12.5K | 0.26% | 50 |
|
|
2022
Q4 | $343K | Sell |
4,868
-140
| -3% | -$9.62K | 0.24% | 54 |
|
|
2022
Q3 | $329K | Buy |
5,008
+67
| +1% | +$5.25K | 0.25% | 54 |
|
|
2022
Q2 | $385K | Sell |
4,941
-21
| -0.4% | -$1.68K | 0.28% | 54 |
|
|
2022
Q1 | $396K | Buy |
4,962
+89
| +2% | +$6.77K | 0.21% | 64 |
|
|
2021
Q4 | $401K | Buy |
4,873
+14
| +0.3% | +$1.07K | 0.2% | 64 |
|
|
2021
Q3 | $357K | Buy |
4,859
+12
| +0.2% | +$939 | 0.2% | 65 |
|
|
2021
Q2 | $361K | Sell |
4,847
-216
| -4% | -$16.1K | 0.18% | 71 |
|
|
2021
Q1 | $361K | Buy |
5,063
+188
| +4% | +$12.7K | 0.2% | 73 |
|
|
2020
Q4 | $341K | Buy |
4,875
+287
| +6% | +$19.8K | 0.19% | 71 |
|
|
2020
Q3 | $287K | Buy |
4,588
+184
| +4% | +$11.9K | 0.19% | 68 |
|
|
2020
Q2 | $284K | Buy |
4,404
+1,802
| +69% | +$118K | 0.21% | 61 |
|
|
2020
Q1 | $170K | Buy |
2,602
+795
| +44% | +$59.3K | 0.15% | 58 |
|
|
2019
Q4 | $142K | Buy |
1,807
+172
| +11% | +$13.3K | 0.11% | 67 |
|
|
2019
Q3 | $131K | Buy |
1,635
+256
| +19% | +$19.1K | 0.11% | 65 |
|
|
2019
Q2 | $101K | Buy |
1,379
+375
| +37% | +$25.8K | 0.09% | 64 |
|
|
2019
Q1 | $68K | Buy |
1,004
+5
| +0.5% | +$318 | 0.06% | 73 |
|
|
2018
Q4 | $60K | Buy |
999
+5
| +0.5% | +$319 | 0.06% | 71 |
|
|
2018
Q3 | $63K | Buy |
994
+5
| +0.5% | +$324 | 0.06% | 84 |
|
|
2018
Q2 | $62K | Buy |
989
+5
| +0.5% | +$291 | 0.06% | 81 |
|
|
2018
Q1 | $55K | Buy |
984
+6
| +0.6% | +$342 | 0.06% | 83 |
|
|
2017
Q4 | $62K | Buy |
+978
| New | +$63.6K | 0.06% | 85 |
|
Other funds holding MGEE
VPM
VCM
Tower View Wealth Management's MGEE Position: Q1 2026 in Review
Tower View Wealth Management reduced its MGE Energy Inc (MGEE) stake by 13% in Q1 2026, selling an estimated $51.5K and leaving 4,371 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #56.
Tower View Wealth Management first reported a position in MGEE in Q4 2017 and has held it in 34 quarters since. The position peaked at $491K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.
- Tower View Wealth Management held 4,371 shares of MGE Energy Inc worth $338K as of Q1 2026.
- Tower View Wealth Management sold 654 MGE Energy Inc shares in Q1 2026, an estimated $51.5K.
- MGE Energy Inc made up 0.17% of Tower View Wealth Management's portfolio in Q1 2026, its #56 holding.
- Tower View Wealth Management first reported a position in MGE Energy Inc in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's MGE Energy Inc position peaked at $491K in Q4 2024.
- 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.