USA FINANCIAL FORMULAS’s MGE Energy Inc MGEE Stock Holding History

USA FINANCIAL FORMULAS’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	$11.3K	Buy	+138	New	+$10.7K	﹤0.01%	353

Other funds holding MGEE

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

USA FINANCIAL FORMULAS's MGEE Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 138 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings.

111 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

USA FINANCIAL FORMULAS held 138 shares of MGE Energy Inc worth $11.3K as of Q2 2026.
MGE Energy Inc was a new USA FINANCIAL FORMULAS position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #353 holding.
111 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.