Back to MGEE
True Wealth Design, LLC → MGEE
True Wealth Design, LLC MGEE Position History
MGE Energy, Inc.
Quarters held
4
Latest value
$7K
Q3 2026
Peak value
$7K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $85 |
| Q1 2026 | $619 |
| Q2 2026 | $5K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 107 | — | — |
| Q2 2026 | $5K | 56 | — | — |
| Q1 2026 | $619 | 8 | — | — |
| Q3 2025 | $85 | 1 | — | — |
Other funds holding MGEE
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$332.5M
$324.3M
$182.6M
$172.1M