Position in MGEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$414,875
+$391,259 QoQ
Shares Held
5,088
+1596.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#175
of 334 holders
Holding Since
Dec 2023
3 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, 2026BKM Wealth Management, LLC holds $6,446,921 across 8 Utilities - Regulated Electric names. MGEE ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,912 | $2,010,986 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
13,507 | $1,577,212 | |
| 3 | NGG |
National Grid PLC
|
10,408 | $862,510 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,229 | $715,379 | |
| 5 | MGEE |
Mge Energy Inc
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|
5,088 | $414,875 | |
| 6 | DUK |
Duke Energy CORP
|
2,811 | $355,816 | |
| 7 | LNT |
Alliant Energy Corp
|
4,091 | $312,102 | |
| 8 | D |
Dominion Energy, Inc
|
2,900 | $198,041 |
All Filings in MGEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,875 | 5,088 | Shares | Sole | 2026-07-29 | |
| 2024-03-31 | $23,616 | 300 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $21,693 | 300 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||