Valmark Advisers’s MGE Energy Inc MGEE Stock Holding History

Valmark Advisers’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	$371K	Hold	4,546	–	–	﹤0.01%	569
2026 Q1	$351K	Hold	4,546	–	–	﹤0.01%	552
2025 Q4	$356K	Hold	4,546	–	–	﹤0.01%	519
2025 Q3	$383K	Hold	4,546	–	–	﹤0.01%	491
2025 Q2	$402K	Hold	4,546	–	–	0.01%	483
2025 Q1	$423K	Hold	4,546	–	–	0.01%	457
2024 Q4	$427K	Sell	4,546 -22	-0.5%	-$2.13K	0.01%	454
2024 Q3	$418K	Hold	4,568	–	–	0.01%	448
2024 Q2	$341K	Buy	+4,568	New	+$357K	0.01%	448

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Valmark Advisers's MGEE Position: Q2 2026 in Review

Valmark Advisers held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 4,546 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Valmark Advisers first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $427K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Valmark Advisers held 4,546 shares of MGE Energy Inc worth $371K as of Q2 2026.
Valmark Advisers left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #569 holding.
Valmark Advisers first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
Valmark Advisers's MGE Energy Inc position peaked at $427K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.