Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$911,127
+$52,745 QoQ
Shares Held
11,174
+0.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#122
of 335 holders
Holding Since
Sep 2022
16 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, 2026Regal Investment Advisors LLC holds $23,951,618 across 12 Utilities - Regulated Electric names. MGEE ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
45,339 | $5,739,010 | |
| 2 | AEP |
American Electric Power Co Inc
|
35,115 | $4,804,083 | |
| 3 | ETR |
Entergy Corp /De/
|
32,568 | $3,740,760 | |
| 4 | ED |
Consolidated Edison Inc
|
29,375 | $3,249,756 | |
| 5 | SO |
Southern Co
|
21,808 | $2,087,243 | |
| 6 | NEE |
Nextera Energy Inc
|
15,038 | $1,319,885 | |
| 7 | MGEE |
Mge Energy Inc
This page
|
11,174 | $911,127 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,012 | $818,791 |
All Filings in MGEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,127 | 11,174 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $858,382 | 11,106 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $865,364 | 11,035 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $923,454 | 10,970 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $964,791 | 10,909 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,008,987 | 10,854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,014,955 | 10,802 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $983,361 | 10,753 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $799,429 | 10,699 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $837,502 | 10,639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $765,039 | 10,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $720,588 | 10,518 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $827,174 | 10,456 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $807,923 | 10,402 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $728,147 | 10,343 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $675,004 | 10,285 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||