Position in MGEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$267,695
+$14,725 QoQ
Shares Held
3,283
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 334 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. MGEE ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
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|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
|
1,656 | $209,616 |
All Filings in MGEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,695 | 3,283 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $252,970 | 3,273 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $255,884 | 3,263 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $273,921 | 3,254 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $286,987 | 3,245 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $317,086 | 3,411 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $319,839 | 3,404 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||