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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
Q2 		$319K Sell
3,915
-87
-2% -$6.74K ﹤0.01% 973
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
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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MGEE Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its MGE Energy Inc (MGEE) stake by 2.2% in Q2 2026, selling an estimated $6.74K and leaving 3,915 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Wealthspire Advisors (New York) first reported a position in MGEE in Q1 2020 and has held it in 24 quarters since. The position peaked at $749K in Q1 2020. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,915 shares of MGE Energy Inc worth $319K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 87 MGE Energy Inc shares in Q2 2026, an estimated $6.74K.
  • MGE Energy Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #973 holding.
  • Wealthspire Advisors (New York) first reported a position in MGE Energy Inc in Q1 2020 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s MGE Energy Inc position peaked at $749K in Q1 2020.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.