Steward Partners Investment Advisory, LLC
Position in MGEE — Mge Energy Inc
CIK 1723397
STAMFORD, CT
Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,080
+$995 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 334 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. MGEE ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,080 | 234 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,085 | 234 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $38,033 | 485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $40,827 | 485 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,893 | 485 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,752 | 234 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,986 | 234 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,834 | 534 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,900 | 534 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $42,036 | 534 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,306 | 834 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $57,137 | 834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $65,977 | 834 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $64,776 | 834 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $42,240 | 600 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,378 | 600 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $46,698 | 600 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $47,874 | 600 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $49,350 | 600 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $22,050 | 300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,332 | 300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,417 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $31,513 | 450 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,197 | 450 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $29,029 | 450 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $29,461 | 450 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||