Position in MGEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$200,506
-$719 QoQ
Shares Held
2,459
-4.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#230
of 334 holders
Holding Since
Jun 2024
8 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, 2026KOM Wealth Management Group, LLC holds $443,854 across 2 Utilities - Regulated Electric names. MGEE ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
2,084 | $243,348 | |
| 2 | MGEE |
Mge Energy Inc
This page
|
2,459 | $200,506 |
All Filings in MGEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,506 | 2,459 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $201,225 | 2,566 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $217,942 | 2,589 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $231,270 | 2,615 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $251,642 | 2,707 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $283,101 | 3,013 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $274,715 | 3,004 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $269,066 | 3,601 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||