Back to MGEE
Annex Advisory Services, LLC → MGEE
Annex Advisory Services, LLC MGEE Position History
MGE Energy, Inc.
Quarters held
4
Latest value
$255K
Q3 2026
Peak value
$268K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $256K |
| Q1 2026 | $253K |
| Q2 2026 | $268K |
| Q3 2026 | $255K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $255K | 3.7K | — | — |
| Q2 2026 | $268K | 3.3K | — | — |
| Q1 2026 | $253K | 3.3K | — | — |
| Q4 2025 | $256K | 3.3K | — | — |
Other funds holding MGEE
$416.2M
$397M
$358.2M
$354.2M
$332.5M
$324.3M
$182.6M
$172.1M