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Twin Peaks Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Twin Peaks Wealth Advisors’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 		$4.41K Buy
+57
New +$4.49K ﹤0.01% 1440
2025
Q3 		– Sell
-113
Closed -$9.61K – 1331
2025
Q2 		$9.61K Buy
+113
New +$10.2K ﹤0.01% 953

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

Twin Peaks Wealth Advisors's MGEE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in MGE Energy Inc (MGEE) in Q1 2026: 57 shares worth $4.41K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MGEE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MGEE in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.61K in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 57 shares of MGE Energy Inc worth $4.41K as of Q1 2026.
  • MGE Energy Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • MGE Energy Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1440 holding.
  • Twin Peaks Wealth Advisors first reported a position in MGE Energy Inc in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's MGE Energy Inc position peaked at $9.61K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.