Goldstein Advisors, LLC

Position in MGEE — Mge Energy Inc

CIK 1963807 Madison, WI

Position in MGEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$837,089

+$35,669 QoQ

Shares Held

10,266

-1.0% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#131

of 334 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,272,265 across 5 Utilities - Regulated Electric names. MGEE ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	20,055	$1,529,995
2	MGEE	Mge Energy Inc This page	10,266	$837,089
3	DUK	Duke Energy CORP	2,801	$354,550
4	D	Dominion Energy, Inc	4,244	$289,822
5	SO	Southern Co	2,725	$260,809

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$837,089	10,266	-1.0%	Shares	Sole	2026-07-20
2026-03-31	$801,420	10,369	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$817,214	10,421	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$876,650	10,414	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$920,483	10,408	-20.2%	Shares	Sole	2025-07-29
2025-03-31	$1,212,849	13,047	+0.7%	Shares	Sole	2025-04-23
2024-12-31	$1,216,875	12,951	-4.2%	Shares	Sole	2025-01-17
2024-09-30	$1,236,404	13,520	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$1,014,324	13,575	+0.1%	Shares	Sole	2024-07-24
2024-03-31	$1,068,072	13,568	-0.5%	Shares	Sole	2024-05-13
2023-12-31	$985,802	13,633	-15.5%	Shares	Sole	2024-02-12
2023-09-30	$1,104,792	16,126	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,275,727	16,126	-2.2%	Shares	Sole	2023-07-21
2023-03-31	$1,280,622	16,488	-18.4%	Shares	Sole	2023-05-09
2022-12-31	$1,422,502	20,206	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.