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MGE Energy shares owned by FORM Wealth Advisors

Quarter-by-quarter ownership of MGE Energy (MGEE) shares owned by FORM Wealth Advisors from 13F filings

Historical chart of FORM Wealth Advisors investment in MGE Energy

Tip: Access up to 7 years of quarterly data

All positions including MGE Energy held by FORM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MGE Energy by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $755k 8.5k 88.44
2025-03-31 $807k 8.7k 92.96

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

Top funds holding MGE Energy

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
First Trust Advisors
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Morgan Stanley
Silvercrest Asset Management Group
Gabelli Funds
Legal & General Group
Goldman Sachs Group

View all funds holding MGE Energy