OARSMAN CAPITAL, INC.

Position in MGEE — Mge Energy Inc

CIK 1569667 MILWAUKEE, WI

Position in MGEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$277,643

-$72,248 QoQ

Shares Held

3,405

-24.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#206

of 335 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

OARSMAN CAPITAL, INC. holds $2,135,559 across 5 Utilities - Regulated Electric names. MGEE ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	7,981	$608,870
2	XEL	Xcel Energy Inc	7,395	$593,818
3	WEC	Wec Energy Group, Inc.	3,545	$413,949
4	MGEE	Mge Energy Inc This page	3,405	$277,643
5	NEE	Nextera Energy Inc	2,749	$241,279

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,643	3,405	-24.8%	Shares	Sole	2026-08-07
2026-03-31	$349,891	4,527	+0.0%	Shares	Sole	2026-04-28
2025-12-31	$354,928	4,526	0.0%	Shares	Sole	2026-02-13
2025-09-30	$380,998	4,526	+0.0%	Shares	Sole	2025-11-21
2025-06-30	$400,191	4,525	+1.6%	Shares	Sole	2025-08-01
2025-03-31	$414,136	4,455	-5.3%	Shares	Sole	2025-05-14
2024-12-31	$442,081	4,705	0.0%	Shares	Sole	2025-02-13
2024-09-30	$430,272	4,705	0.0%	Shares	Sole	2024-11-08
2024-06-30	$351,557	4,705	0.0%	Shares	Sole	2024-08-12
2024-03-31	$370,377	4,705	-17.3%	Shares	Sole	2024-05-15
2023-12-31	$411,299	5,688	-8.2%	Shares	Sole	2024-02-16
2023-09-30	$424,282	6,193	0.0%	Shares	Sole	2023-10-27
2023-06-30	$489,928	6,193	0.0%	Shares	Sole	2023-08-10
2023-03-31	$481,010	6,193	-3.0%	Shares	Sole	2023-05-11
2022-12-31	$449,363	6,383	0.0%	Shares	Sole	2023-02-09
2022-09-30	$418,916	6,383	+2.7%	Shares	Sole	2022-11-10
2022-06-30	$483,557	6,213	-32.6%	Shares	Sole	2022-08-10
2022-03-31	$735,105	9,213	+48.3%	Shares	Sole	2022-05-11
2021-12-31	$511,019	6,213	-28.5%	Shares	Sole	2022-02-10
2021-09-30	$638,715	8,690	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$654,327	8,790	0.0%	Shares	Sole	2021-08-12
2021-03-31	$627,518	8,790	-6.2%	Shares	Sole	2021-05-12
2020-12-31	$655,971	9,367	-12.1%	Shares	Sole	2021-02-11
2020-09-30	$667,391	10,651	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$691,095	10,713	+9.6%	Shares	Sole	2020-08-13
2020-03-31	$640,100	9,777	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.