Position in MGEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$608,125
+$31,697 QoQ
Shares Held
7,458
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#154
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Business Financial Services, Inc. holds $7,759,394 across 9 Utilities - Regulated Electric names. MGEE ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,658 | $3,041,932 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,845 | $1,894,134 | |
| 3 | MGEE |
Mge Energy Inc
This page
|
7,458 | $608,125 | |
| 4 | SO |
Southern Co
|
5,311 | $508,315 | |
| 5 | LNT |
Alliant Energy Corp
|
6,491 | $495,198 | |
| 6 | DUK |
Duke Energy CORP
|
3,321 | $420,372 | |
| 7 | XEL |
Xcel Energy Inc
|
4,178 | $335,493 | |
| 8 | PPL |
PPL Corp
|
6,340 | $230,459 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,125 | 7,458 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $576,428 | 7,458 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $490,281 | 6,252 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,736,076 | 44,382 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,147,747 | 46,899 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,301,816 | 46,276 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,283,072 | 45,584 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $622,591 | 6,808 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $582,442 | 7,795 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $577,647 | 7,338 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $451,069 | 6,238 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $472,924 | 6,903 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $569,829 | 7,203 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $559,457 | 7,203 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $507,091 | 7,203 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $472,732 | 7,203 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $560,609 | 7,203 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $574,727 | 7,203 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $592,446 | 7,203 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $501,343 | 6,821 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $507,755 | 6,821 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $486,951 | 6,821 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $477,674 | 6,821 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $427,403 | 6,821 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $377,770 | 5,856 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $387,320 | 5,916 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||