TWD
MGEE icon

True Wealth Design’s MGE Energy Inc MGEE Stock Holding History

True Wealth Design’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57K Buy
56
+48
+600% +$3.72K ﹤0.01% 1369
2026
Q1 		$619 Buy
+8
New +$630 ﹤0.01% 1977
2025
Q4 		– Sell
-1
Closed -$85 – 2722
2025
Q3 		$85 Sell
1
-8
-89% -$683 ﹤0.01% 2481
2025
Q2 		$796 Hold
9
– – ﹤0.01% 1559
2025
Q1 		$837 Buy
+9
New +$819 ﹤0.01% 1335

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

True Wealth Design's MGEE Position: Q2 2026 in Review

True Wealth Design increased its MGE Energy Inc (MGEE) stake by 600% in Q2 2026, buying an estimated $3.72K and bringing the position to 56 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

True Wealth Design first reported a position in MGEE in Q1 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • True Wealth Design held 56 shares of MGE Energy Inc worth $4.57K as of Q2 2026.
  • True Wealth Design bought 48 MGE Energy Inc shares in Q2 2026, an estimated $3.72K.
  • MGE Energy Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1369 holding.
  • True Wealth Design first reported a position in MGE Energy Inc in Q1 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.