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Wisconsin Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Wisconsin Wealth Advisors’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 		$279K Sell
3,420
-181
-5% -$14K 0.24% 80
2026
Q1 		$278K Buy
3,601
+484
+16% +$38.1K 0.27% 77
2025
Q4 		$244K Hold
3,117
– – 0.24% 79
2025
Q3 		$262K Hold
3,117
– – 0.25% 81
2025
Q2 		$276K Hold
3,117
– – 0.32% 75
2025
Q1 		$290K Hold
3,117
– – 0.42% 57
2024
Q4 		$293K Buy
+3,117
New +$301K 0.43% 56

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

Wisconsin Wealth Advisors's MGEE Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its MGE Energy Inc (MGEE) stake by 5% in Q2 2026, selling an estimated $14K and leaving 3,420 shares worth $279K. The position accounts for 0.24% of the portfolio, ranked #80.

Wisconsin Wealth Advisors first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Wisconsin Wealth Advisors held 3,420 shares of MGE Energy Inc worth $279K as of Q2 2026.
  • Wisconsin Wealth Advisors sold 181 MGE Energy Inc shares in Q2 2026, an estimated $14K.
  • MGE Energy Inc made up 0.24% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Wisconsin Wealth Advisors first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Wealth Advisors's MGE Energy Inc position peaked at $293K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.