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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
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

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

Pinnacle Wealth Planning Services's MGEE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MGE Energy Inc (MGEE) stake by 4.2% in Q2 2026, buying an estimated $4.34K and bringing the position to 1,394 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #799.

Pinnacle Wealth Planning Services first reported a position in MGEE in Q4 2020 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,394 shares of MGE Energy Inc worth $114K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 56 MGE Energy Inc shares in Q2 2026, an estimated $4.34K.
  • MGE Energy Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #799 holding.
  • Pinnacle Wealth Planning Services first reported a position in MGE Energy Inc in Q4 2020 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.