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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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. 49 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.
49 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.