WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in MGEE — Mge Energy Inc

CIK 1632972 PLYMOUTH, MN

Back to MGEE Full portfolio

Position in MGEE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,271,127

+$773,534 QoQ

Shares Held

15,589

+142.1% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#104

of 334 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Common Shares in MGEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. MGEE ranks #28 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	665,748	$84,270,381
2	NEE	Nextera Energy Inc	755,696	$66,327,437
3	SO	Southern Co	570,498	$54,602,363
4	AEP	American Electric Power Co Inc	282,817	$38,692,193
5	EXC	Exelon Corp	807,705	$37,655,207
6	ED	Consolidated Edison Inc	338,224	$37,417,721
7	XEL	Xcel Energy Inc	401,620	$32,250,086
8	EIX	Edison International	410,379	$30,552,716

All Filings in MGEE

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,127	15,589	+142.1%	Shares	Sole	2026-07-15
2026-03-31	$497,593	6,438	-36.4%	Shares	Sole	2026-04-08
2025-12-31	$794,237	10,128	-1.7%	Shares	Sole	2026-01-08
2025-09-30	$867,054	10,300	+1.5%	Shares	Sole	2025-10-29
2025-06-30	$897,400	10,147	+0.6%	Shares	Sole	2025-07-10
2025-03-31	$937,780	10,088	-6.0%	Shares	Sole	2025-04-16
2024-12-31	$1,008,566	10,734	-2.5%	Shares	Sole	2025-03-17
2024-09-30	$1,006,590	11,007	+2.7%	Shares	Sole	2024-10-24
2024-06-30	$800,774	10,717	+8.9%	Shares	Sole	2024-07-16
2024-03-31	$774,683	9,841	+11.4%	Shares	Sole	2024-04-15
2023-12-31	$638,641	8,832	-21.4%	Shares	Sole	2024-01-30
2023-09-30	$769,504	11,232	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.