Position in MGEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$103,718
+$5,406 QoQ
Shares Held
1,272
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#244
of 334 holders
Holding Since
Mar 2020
26 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, 2026STEPH & CO holds $3,846,297 across 12 Utilities - Regulated Electric names. MGEE ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,981 | $1,165,481 | |
| 2 | DUK |
Duke Energy CORP
|
6,746 | $853,908 | |
| 3 | PCG |
PG&E Corp
|
38,294 | $644,105 | |
| 4 | EXC |
Exelon Corp
|
13,460 | $627,505 | |
| 5 | XEL |
Xcel Energy Inc
|
1,713 | $137,553 | |
| 6 | NEE |
Nextera Energy Inc
|
1,284 | $112,696 | |
| 7 | MGEE |
Mge Energy Inc
This page
|
1,272 | $103,718 | |
| 8 | DTE |
Dte Energy Co
|
573 | $87,308 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,718 | 1,272 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $98,312 | 1,272 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $99,750 | 1,272 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $107,076 | 1,272 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $112,495 | 1,272 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $118,245 | 1,272 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $119,517 | 1,272 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $116,324 | 1,272 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $95,043 | 1,272 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $100,131 | 1,272 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $91,978 | 1,272 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $87,144 | 1,272 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $100,627 | 1,272 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $98,796 | 1,272 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $89,548 | 1,272 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $83,481 | 1,272 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $98,999 | 1,272 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $101,492 | 1,272 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $104,622 | 1,272 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $93,492 | 1,272 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $94,687 | 1,272 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $90,808 | 1,272 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $89,078 | 1,272 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $79,703 | 1,272 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $82,056 | 1,272 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $83,277 | 1,272 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||