Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,593,950
+$141,462 QoQ
Shares Held
31,812
+0.3% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#66
of 335 holders
Holding Since
Dec 2020
23 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, 2026Madison Wealth Partners, Inc holds $5,479,761 across 8 Utilities - Regulated Electric names. MGEE ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
This page
|
31,812 | $2,593,950 | |
| 2 | LNT |
Alliant Energy Corp
|
13,438 | $1,025,185 | |
| 3 | NEE |
Nextera Energy Inc
|
5,732 | $503,097 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,981 | $348,091 | |
| 5 | DUK |
Duke Energy CORP
|
2,378 | $301,007 | |
| 6 | ED |
Consolidated Edison Inc
|
2,462 | $272,371 | |
| 7 | XEL |
Xcel Energy Inc
|
2,869 | $230,380 | |
| 8 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in MGEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,950 | 31,812 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,452,488 | 31,731 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,273,003 | 28,985 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,485,667 | 29,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,611,102 | 29,524 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,717,220 | 29,230 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,865,498 | 30,497 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,908,933 | 31,809 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,339,184 | 31,306 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,335,228 | 29,665 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,079,346 | 28,756 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,005,356 | 29,271 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,384,850 | 30,146 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,337,167 | 30,091 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,133,824 | 30,310 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,997,317 | 30,433 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,347,352 | 30,160 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,402,636 | 30,112 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,443,894 | 29,713 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,098,204 | 28,547 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,112,607 | 28,380 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,672,453 | 23,427 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,640,592 | 23,427 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||