Back to MGEE
FORM Wealth Advisors, LLC → MGEE
FORM Wealth Advisors, LLC MGEE Position History
MGE Energy, Inc.
Quarters held
4
Latest value
$595K
Q3 2026
Peak value
$698K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $671K |
| Q1 2026 | $661K |
| Q2 2026 | $698K |
| Q3 2026 | $595K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $595K | 8.6K | — | — |
| Q2 2026 | $698K | 8.6K | — | — |
| Q1 2026 | $661K | 8.6K | — | — |
| Q4 2025 | $671K | 8.6K | — | — |
Other funds holding MGEE
$416.2M
$397M
$358.2M
$354.2M
$332.5M
$324.3M
$182.6M
$172.1M