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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

WealthCollab's MGEE Position: Q1 2026 in Review

WealthCollab held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 38 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

WealthCollab first reported a position in MGEE in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.42K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • WealthCollab held 38 shares of MGE Energy Inc worth $2.94K as of Q1 2026.
  • WealthCollab left its MGE Energy Inc share count unchanged in Q1 2026.
  • MGE Energy Inc made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #791 holding.
  • WealthCollab first reported a position in MGE Energy Inc in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's MGE Energy Inc position peaked at $7.42K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.