Ellenbecker Investment Group

Position in MGEE — Mge Energy Inc

CIK 1731497 WAUKESHA, WI

Position in MGEE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$249,104

+$13,525 QoQ

Shares Held

3,055

+0.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#218

of 334 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellenbecker Investment Group holds $4,049,398 across 5 Utilities - Regulated Electric names. MGEE ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	22,262	$2,599,533
2	LNT	Alliant Energy Corp	9,805	$748,023
3	MGEE	Mge Energy Inc This page	3,055	$249,104
4	XEL	Xcel Energy Inc	2,993	$240,337
5	DUK	Duke Energy CORP	1,678	$212,401

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,104	3,055	+0.2%	Shares	Sole	2026-07-27
2026-03-31	$235,579	3,048	+14.8%	Shares	Sole	2026-04-23
2025-12-31	$208,205	2,655	+8.1%	Shares	Sole	2026-01-30
2025-09-30	$206,661	2,455	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.