Position in MGEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$763,948
-$78,281 QoQ
Shares Held
9,369
-14.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#140
of 334 holders
Holding Since
Mar 2020
22 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. MGEE ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
This page
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in MGEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,948 | 9,369 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $842,229 | 10,897 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $854,542 | 10,897 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $938,607 | 11,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $987,786 | 11,169 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,038,363 | 11,170 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,049,721 | 11,172 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $532,147 | 5,819 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $432,329 | 5,786 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $455,473 | 5,786 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $793,096 | 10,968 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $723,465 | 10,560 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $213,597 | 2,700 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $244,738 | 3,151 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $218,028 | 3,097 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $203,059 | 3,094 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $474,062 | 6,091 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $485,761 | 6,088 | Shares | Sole | 2022-05-05 | |
| 2021-03-31 | $210,957 | 2,955 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $206,378 | 2,947 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $199,981 | 3,100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $202,302 | 3,090 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||