ICW Investment Advisors LLC

Position in MGEE — Mge Energy Inc

CIK 1794820 Scottsdale, AZ

Position in MGEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$716,573

+$22,355 QoQ

Shares Held

8,788

-2.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#146

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

ICW Investment Advisors LLC holds $7,168,928 across 5 Utilities - Regulated Electric names. MGEE ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	25,467	$2,235,238
2	SO	Southern Co	19,958	$1,910,180
3	WEC	Wec Energy Group, Inc.	15,311	$1,787,865
4	MGEE	Mge Energy Inc This page	8,788	$716,573
5	D	Dominion Energy, Inc	7,601	$519,072

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,573	8,788	-2.2%	Shares	Sole	2026-08-05
2026-03-31	$694,218	8,982	-2.7%	Shares	Sole	2026-05-11
2025-12-31	$724,208	9,235	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$780,264	9,269	+4.5%	Shares	Sole	2025-11-06
2025-06-30	$784,374	8,869	+1.3%	Shares	Sole	2025-08-14
2025-03-31	$814,236	8,759	+0.8%	Shares	Sole	2025-05-15
2024-12-31	$816,230	8,687	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$791,774	8,658	+1.6%	Shares	Sole	2024-11-12
2024-06-30	$636,988	8,525	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$674,472	8,568	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$617,382	8,538	+0.7%	Shares	Sole	2024-02-05
2023-09-30	$580,622	8,475	+4.4%	Shares	Sole	2023-11-13
2023-06-30	$641,977	8,115	+4.7%	Shares	Sole	2023-08-09
2023-03-31	$602,097	7,752	+5.4%	Shares	Sole	2023-05-10
2022-12-31	$517,862	7,356	+3.2%	Shares	Sole	2023-01-26
2022-09-30	$467,876	7,129	+1.4%	Shares	Sole	2022-11-04
2022-06-30	$547,300	7,032	+0.5%	Shares	Sole	2022-08-11
2022-03-31	$558,370	6,998	+1.8%	Shares	Sole	2022-05-12
2021-12-31	$565,551	6,876	+10.3%	Shares	Sole	2022-02-03
2021-09-30	$458,346	6,236	+1.5%	Shares	Sole	2021-11-12
2021-06-30	$457,284	6,143	+2.3%	Shares	Sole	2021-08-05
2021-03-31	$428,696	6,005	+10.0%	Shares	Sole	2021-05-07
2020-12-31	$382,223	5,458	-5.1%	Shares	Sole	2021-02-01
2020-09-30	$360,545	5,754	+5.4%	Shares	Sole	2020-11-10
2020-06-30	$352,031	5,457	+8.9%	Shares	Sole	2020-08-13
2020-03-31	$328,135	5,012	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.