Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,109,622
+$491,777 QoQ
Shares Held
62,664
+4.9% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#49
of 335 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. MGEE ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
This page
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in MGEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,109,622 | 62,664 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,617,845 | 59,747 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,698,287 | 47,160 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,875,174 | 69,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,174,880 | 69,820 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,254,813 | 67,285 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,814,526 | 61,883 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,411,553 | 59,175 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,639,962 | 62,098 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,246,766 | 66,651 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $4,794,442 | 66,304 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $4,042,090 | 59,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,225,027 | 53,407 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,811,889 | 61,953 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,333,542 | 61,556 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,539,754 | 53,935 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,197,761 | 53,935 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $4,125,002 | 50,152 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $7,880,082 | 107,212 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,828,333 | 105,163 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $8,174,226 | 114,501 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||