ERn Financial, LLC

Position in MGEE — Mge Energy Inc

CIK 1768302 MIDDLETON, WI

Position in MGEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$228,719

+$12,617 QoQ

Shares Held

2,805

+0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#221

of 334 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ERn Financial, LLC holds $228,719 across 1 Utilities - Regulated Electric name. MGEE ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MGEE	Mge Energy Inc This page	2,805	$228,719

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,719	2,805	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$216,102	2,796	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$218,399	2,785	+0.3%	Shares	Sole	2026-01-15
2025-09-30	$233,683	2,776	+0.3%	Shares	Sole	2025-10-30
2025-06-30	$244,713	2,767	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$256,476	2,759	+0.3%	Shares	Sole	2025-04-21
2024-12-31	$258,577	2,752	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$251,030	2,745	+0.3%	Shares	Sole	2024-10-15
2024-06-30	$204,508	2,737	-15.3%	Shares	Sole	2024-07-17
2024-03-31	$254,501	3,233	+3.6%	Shares	Sole	2024-04-15
2023-12-31	$225,607	3,120	+0.4%	Shares	Sole	2024-01-19
2023-09-30	$212,929	3,108	0.0%	Shares	Sole	2023-11-06
2023-06-30	$245,873	3,108	+0.4%	Shares	Sole	2023-08-10
2023-03-31	$240,543	3,097	+0.4%	Shares	Sole	2023-05-10
2022-12-31	$217,254	3,086	+3.1%	Shares	Sole	2023-02-14
2022-06-30	$232,867	2,992	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$237,933	2,982	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.