MBE Wealth Management, LLC

Position in MGEE — Mge Energy Inc

CIK 1775850 TOMAH, WI

Position in MGEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$808,713

+$43,156 QoQ

Shares Held

9,918

+0.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#136

of 335 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MBE Wealth Management, LLC holds $2,491,930 across 6 Utilities - Regulated Electric names. MGEE ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGEE	Mge Energy Inc This page	9,918	$808,713
2	LNT	Alliant Energy Corp	5,666	$432,259
3	NEE	Nextera Energy Inc	4,267	$374,514
4	SO	Southern Co	3,512	$336,133
5	WEC	Wec Energy Group, Inc.	2,793	$326,138
6	DUK	Duke Energy CORP	1,692	$214,173

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,713	9,918	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$765,557	9,905	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$775,652	9,891	+0.1%	Shares	Sole	2026-01-21
2025-09-30	$831,530	9,878	+16.6%	Shares	Sole	2025-10-28
2025-06-30	$749,440	8,474	-1.2%	Shares	Sole	2025-07-16
2025-03-31	$797,596	8,580	+3.5%	Shares	Sole	2025-04-22
2024-12-31	$778,928	8,290	-6.6%	Shares	Sole	2025-01-22
2024-09-30	$811,710	8,876	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$662,616	8,868	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$697,380	8,859	+30.2%	Shares	Sole	2024-04-22
2023-12-31	$492,069	6,805	+6.2%	Shares	Sole	2024-01-29
2023-09-30	$438,943	6,407	0.0%	Shares	Sole	2023-10-16
2023-06-30	$506,857	6,407	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$496,932	6,398	+0.1%	Shares	Sole	2023-04-20
2022-12-31	$449,785	6,389	+40.3%	Shares	Sole	2023-01-18
2022-09-30	$298,944	4,555	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$353,893	4,547	+0.2%	Shares	Sole	2022-07-19
2022-03-31	$362,166	4,539	+10.4%	Shares	Sole	2022-04-20
2021-12-31	$338,294	4,113	+0.1%	Shares	Sole	2022-01-19
2021-09-30	$301,864	4,107	+31.5%	Shares	Sole	2021-10-25
2021-06-30	$232,550	3,124	+0.0%	Shares	Sole	2021-07-19
2021-03-31	$222,950	3,123	+0.0%	Shares	Sole	2021-04-26
2020-12-31	$218,633	3,122	+0.0%	Shares	Sole	2021-01-19
2020-09-30	$195,561	3,121	0.0%	Shares	Sole	2020-10-19
2020-06-30	$201,335	3,121	+0.0%	Shares	Sole	2020-08-14
2020-03-31	$204,266	3,120	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.