Position in MGEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$370,680
+$19,320 QoQ
Shares Held
4,546
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#180
of 334 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. MGEE ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,179 | $3,175,430 | |
| 2 | D |
Dominion Energy, Inc
|
22,694 | $1,549,773 | |
| 3 | SO |
Southern Co
|
14,645 | $1,401,672 | |
| 4 | DUK |
Duke Energy CORP
|
10,535 | $1,333,520 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,868 | $1,269,056 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,414 | $603,879 | |
| 7 | ES |
Eversource Energy
|
8,291 | $599,190 | |
| 8 | MGEE |
Mge Energy Inc
This page
|
4,546 | $370,680 |
All Filings in MGEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,680 | 4,546 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $351,360 | 4,546 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $356,497 | 4,546 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $382,682 | 4,546 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $402,048 | 4,546 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $422,596 | 4,546 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $427,142 | 4,546 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $417,743 | 4,568 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $341,320 | 4,568 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||