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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's MGEE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its MGE Energy Inc (MGEE) stake by 18% in Q1 2026, buying an estimated $15.9K and bringing the position to 1,338 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #780.

Pinnacle Wealth Planning Services first reported a position in MGEE in Q4 2020 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,338 shares of MGE Energy Inc worth $103K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 202 MGE Energy Inc shares in Q1 2026, an estimated $15.9K.
  • MGE Energy Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #780 holding.
  • Pinnacle Wealth Planning Services first reported a position in MGE Energy Inc in Q4 2020 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.