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Wealth Enhancement Trust Services’s MGE Energy Inc MGEE Stock Holding History

Wealth Enhancement Trust Services’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 		$155K Buy
1,901
+18
+1% +$1.4K 0.02% 315
2026
Q1 		$146K Sell
1,883
-97
-5% -$7.64K 0.02% 307
2025
Q4 		$155K Buy
+1,980
New +$163K 0.02% 288

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealth Enhancement Trust Services's MGEE Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its MGE Energy Inc (MGEE) stake by 0.96% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,901 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #315.

Wealth Enhancement Trust Services first reported a position in MGEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $155K in Q4 2025. 214 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,901 shares of MGE Energy Inc worth $155K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 18 MGE Energy Inc shares in Q2 2026, an estimated $1.4K.
  • MGE Energy Inc made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #315 holding.
  • Wealth Enhancement Trust Services first reported a position in MGE Energy Inc in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's MGE Energy Inc position peaked at $155K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.