Position in MGEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$288,162
-$49,672 QoQ
Shares Held
3,534
-19.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#202
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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. MGEE ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
This page
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
|
539 | $43,281 | |
| 6 | SO |
Southern Co
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
|
143 | $6,666 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,162 | 3,534 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $337,834 | 4,371 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $394,060 | 5,025 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $438,998 | 5,215 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $456,085 | 5,157 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $470,935 | 5,066 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $491,316 | 5,229 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $474,899 | 5,193 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $386,377 | 5,171 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $406,588 | 5,165 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $372,685 | 5,154 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $349,538 | 5,102 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $395,391 | 4,998 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $391,456 | 5,040 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $342,707 | 4,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $328,675 | 5,008 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $384,558 | 4,941 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $395,917 | 4,962 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $400,804 | 4,873 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $357,136 | 4,859 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $360,810 | 4,847 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $361,447 | 5,063 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $341,396 | 4,875 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $287,484 | 4,588 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $284,102 | 4,404 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $170,352 | 2,602 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||