USA FINANCIAL FORMULAS

Position in MGEE — Mge Energy Inc

CIK 1534358 ADA, MI

Position in MGEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$11,252

New position

Shares Held

138

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#281

of 335 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

USA FINANCIAL FORMULAS holds $1,110,473 across 6 Utilities - Regulated Electric names. MGEE ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	5,996	$820,312
2	CNP	Centerpoint Energy Inc	2,147	$94,553
3	OGE	Oge Energy Corp.	1,879	$91,432
4	ETR	Entergy Corp /De/	705	$80,976
5	ED	Consolidated Edison Inc	108	$11,948
6	MGEE	Mge Energy Inc This page	138	$11,252

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,252	138	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.