Wealthspire Advisors (New York)’s MGE Energy Inc MGEE Stock Holding History

Wealthspire Advisors (New York)’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	$309K	Sell	4,002 -233	-6%	-$18.3K	﹤0.01%	715
2025 Q4	$332K	Sell	4,235 -125	-3%	-$10.3K	﹤0.01%	763
2025 Q3	$367K	Sell	4,360 -506	-10%	-$43.2K	﹤0.01%	612
2025 Q2	$430K	Buy	4,866 +6	+0.1%	+$540	﹤0.01%	572
2025 Q1	$452K	Hold	4,860	–	–	﹤0.01%	541
2024 Q4	$457K	Buy	4,860 +58	+1%	+$5.6K	﹤0.01%	537
2024 Q3	$439K	Hold	4,802	–	–	﹤0.01%	520
2024 Q2	$359K	Buy	4,802 +11	+0.2%	+$859	﹤0.01%	499
2024 Q1	$377K	Hold	4,791	–	–	0.01%	480
2023 Q4	$346K	Buy	4,791 +280	+6%	+$20.3K	﹤0.01%	489
2023 Q3	$309K	Hold	4,511	–	–	0.01%	477
2023 Q2	$357K	Hold	4,511	–	–	0.01%	428
2023 Q1	$350K	Sell	4,511 -74	-2%	-$5.36K	0.01%	415
2022 Q4	$323K	Sell	4,585 -76	-2%	-$5.22K	0.01%	443
2022 Q3	$306K	Hold	4,661	–	–	0.01%	409
2022 Q2	$363K	Hold	4,661	–	–	0.01%	359
2022 Q1	$372K	Hold	4,661	–	–	0.01%	319
2021 Q4	$383K	Sell	4,661 -2,139	-31%	-$164K	0.01%	367
2021 Q3	$500K	Sell	6,800 -1,106	-14%	-$86.6K	0.01%	354
2021 Q2	$589K	Sell	7,906 -4	-0.1%	-$298	0.02%	208
2021 Q1	$565K	Buy	7,910 +4	+0.1%	+$269	0.01%	360
2020 Q4	$554K	Buy	+7,906	New	+$545K	0.02%	287
2020 Q2	–	Sell	-11,441	Closed	-$749K	–	434
2020 Q1	$749K	Buy	+11,441	New	+$853K	0.03%	238

Other funds holding MGEE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s MGEE Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its MGE Energy Inc (MGEE) stake by 5.5% in Q1 2026, selling an estimated $18.3K and leaving 4,002 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Wealthspire Advisors (New York) first reported a position in MGEE in Q1 2020 and has held it in 23 quarters since. The position peaked at $749K in Q1 2020. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Wealthspire Advisors (New York) held 4,002 shares of MGE Energy Inc worth $309K as of Q1 2026.
Wealthspire Advisors (New York) sold 233 MGE Energy Inc shares in Q1 2026, an estimated $18.3K.
MGE Energy Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #715 holding.
Wealthspire Advisors (New York) first reported a position in MGE Energy Inc in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s MGE Energy Inc position peaked at $749K in Q1 2020.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.