Position in MGEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$698,390
+$36,943 QoQ
Shares Held
8,565
+0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#147
of 334 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $1,245,432 across 3 Utilities - Regulated Electric names. MGEE ranks #1 (56.1% of the industry book) .
All Filings in MGEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,390 | 8,565 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $661,447 | 8,558 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $670,491 | 8,550 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $755,012 | 8,537 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $807,171 | 8,683 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||