ALGERT GLOBAL LLC

Position in MGEE — Mge Energy Inc

CIK 1275218 SAN FRANCISCO, CA

Position in MGEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,756,867

+$2,484,663 QoQ

Shares Held

33,810

+828.1% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#63

of 334 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ALGERT GLOBAL LLC holds $73,598,955 across 9 Utilities - Regulated Electric names. MGEE ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	POR	Portland General Electric Co /Or/	637,692	$33,051,576
2	OGE	Oge Energy Corp.	354,309	$17,240,675
3	PNW	Pinnacle West Capital Corp	85,002	$9,095,214
4	PCG	PG&E Corp	305,661	$5,141,218
5	HE	Hawaiian Electric Industries Inc	234,640	$3,174,679
6	MGEE	Mge Energy Inc This page	33,810	$2,756,867
7	NWE	NorthWestern Energy Group, Inc.	21,610	$1,547,708
8	EIX	Edison International	17,229	$1,282,699

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,756,867	33,810	+828.1%	Shares	Sole	2026-08-13
2024-06-30	$272,204	3,643	-38.6%	Shares	Sole	2024-08-15
2024-03-31	$467,203	5,935	-74.3%	Shares	Sole	2024-05-15
2023-12-31	$1,667,830	23,065	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,580,183	23,065	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,824,672	23,065	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,791,458	23,065	+53.8%	Shares	Sole	2023-05-12
2022-12-31	$1,055,507	14,993	0.0%	Shares	Sole	2023-02-14
2022-09-30	$983,990	14,993	+27.4%	Shares	Sole	2022-11-15
2022-06-30	$915,825	11,767	0.0%	Shares	Sole	2022-08-15
2022-03-31	$938,888	11,767	+126.5%	Shares	Sole	2022-05-16
2021-12-31	$427,288	5,195	-21.8%	Shares	Sole	2022-02-14
2021-09-30	$488,407	6,645	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.