MGEE — MGE ENERGY INC

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in MGE ENERGY INC (MGEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 474 +195 +69.9% 0.00% $40K $83.21
2023 Q4 REDUCED 279 -280 -50.1% 0.00% $20K $68.87
2023 Q1 ADDED 559 +1 +0.2% 0.00% $43K $72.71
2022 Q4 ADDED 558 +2 +0.4% 0.00% $39K $65.52
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% of Fund (quarterly)    MGEE price (monthly, adj. close)

Other funds also holding MGEE

As of 2025 Q4 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.32% Madison Wealth Partners, Inc 3Y 0.41% MBE Wealth Management, LLC 3Y 0.32% ICW Investment Advisors LLC 3Y 0.26% EntryPoint Capital, LLC 0.24% Tower View Wealth Management LLC 3Y 7Y 0.19% GABELLI FUNDS LLC 3Y 7Y 0.14% KOM Wealth Management Group, LLC 3Y 0.14% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.14% Jackson Creek Investment Advisors LLC 3Y 0.12%
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