Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s MGE Energy Inc MGEE Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$107K Buy
1,538
+144
+10% +$11.3K 0.01% 822
2026
Q2 		$114K Buy
1,394
+56
+4% +$4.34K 0.01% 799
2026
Q1 		$103K Buy
1,338
+202
+18% +$15.9K 0.01% 780
2025
Q4 		$89.1K Buy
+1,136
New +$93.4K 0.01% 843
2021
Q1 		– Sell
-963
Closed -$67K – 1294
2020
Q4 		$67K Buy
+963
New +$66.4K 0.02% 655

Other funds holding MGEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's MGEE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its MGE Energy Inc (MGEE) stake by 10% in Q3 2026, buying an estimated $11.3K and bringing the position to 1,538 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #822.

Pinnacle Wealth Planning Services first reported a position in MGEE in Q4 2020 and has held it in 5 quarters since. The position peaked at $114K in Q2 2026. 170 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,538 shares of MGE Energy Inc worth $107K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 144 MGE Energy Inc shares in Q3 2026, an estimated $11.3K.
  • MGE Energy Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #822 holding.
  • Pinnacle Wealth Planning Services first reported a position in MGE Energy Inc in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's MGE Energy Inc position peaked at $114K in Q2 2026.
  • 170 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.