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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
Q2 		– Sell
-57
Closed -$4.41K – 1406
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 $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

Twin Peaks Wealth Advisors's MGEE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 57 shares — an estimated $4.41K sold.

Twin Peaks Wealth Advisors first reported a position in MGEE in Q2 2025 and held it in 2 quarters. The position peaked at $9.61K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 57 MGE Energy Inc shares in Q2 2026, an estimated $4.41K.
  • Twin Peaks Wealth Advisors first reported a position in MGE Energy Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's MGE Energy Inc position peaked at $9.61K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.