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WealthCollab’s MGE Energy Inc MGEE Stock Holding History

WealthCollab’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 		– Sell
-38
Closed -$2.94K – 1027
2026
Q1 		$2.94K Hold
38
– – ﹤0.01% 791
2025
Q4 		$2.98K Hold
38
– – ﹤0.01% 832
2025
Q3 		$3.2K Hold
38
– – ﹤0.01% 762
2025
Q2 		$3.36K Hold
38
– – ﹤0.01% 723
2025
Q1 		$3.53K Sell
38
-41
-52% -$3.73K ﹤0.01% 686
2024
Q4 		$7.42K Hold
79
– – ﹤0.01% 509
2024
Q3 		$7.22K Hold
79
– – ﹤0.01% 531
2024
Q2 		$5.9K Hold
79
– – ﹤0.01% 547
2024
Q1 		$6.22K Buy
79
+51
+182% +$3.57K ﹤0.01% 535
2023
Q4 		$2.02K Buy
+28
New +$2.03K ﹤0.01% 743

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

WealthCollab's MGEE Position: Q2 2026 in Review

WealthCollab sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 38 shares — an estimated $2.94K sold.

WealthCollab first reported a position in MGEE in Q4 2023 and held it in 10 quarters. The position peaked at $7.42K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • WealthCollab reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • WealthCollab sold 38 MGE Energy Inc shares in Q2 2026, an estimated $2.94K.
  • WealthCollab first reported a position in MGE Energy Inc in Q4 2023 and held it in 10 quarters.
  • WealthCollab's MGE Energy Inc position peaked at $7.42K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.