Position in MGEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$278,866
+$545 QoQ
Shares Held
3,420
-5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#203
of 334 holders
Holding Since
Dec 2024
7 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, 2026Wisconsin Wealth Advisors, LLC holds $525,130 across 2 Utilities - Regulated Electric names. MGEE ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
This page
|
3,420 | $278,866 | |
| 2 | LNT |
Alliant Energy Corp
|
3,228 | $246,264 |
All Filings in MGEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,866 | 3,420 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $278,321 | 3,601 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $244,435 | 3,117 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $262,389 | 3,117 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $275,667 | 3,117 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $289,756 | 3,117 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $292,873 | 3,117 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||