Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
MGEE holding history
Mge Energy Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MGEE overviewAll 13F holders of MGEEFull Q2 2026 holdings
- Shares (Q2 2026)
- 22,762
- Value
- $1.86M
- % of portfolio
- <0.1%
- Quarters held
- 21
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22,762 | $1.86M | <0.1% | +12,401+119.7% | Added | Holders |
| Q1 2026 | 10,361 | $800.8K | <0.1% | +2,020+24.2% | Added | Holders |
| Q4 2025 | 8,341 | $654.1K | <0.1% | −497−5.6% | Reduced | Holders |
| Q3 2025 | 8,838 | $744.0K | <0.1% | −938−9.6% | Reduced | Holders |
| Q2 2025 | 9,776 | $864.6K | <0.1% | +1,834+23.1% | Added | Holders |
| Q1 2025 | 7,942 | $738.3K | <0.1% | −1,016−11.3% | Reduced | Holders |
| Q4 2024 | 8,958 | $841.7K | <0.1% | +441+5.2% | Added | Holders |
| Q3 2024 | 8,517 | $778.9K | <0.1% | +284+3.4% | Added | Holders |
| Q2 2024 | 8,233 | $615.2K | <0.1% | +936+12.8% | Added | Holders |
| Q1 2024 | 7,297 | $574.4K | <0.1% | +30.0% | Added | Holders |
| Q4 2023 | 7,294 | $527.4K | <0.1% | −2,085−22.2% | Reduced | Holders |
| Q3 2023 | 9,379 | $642.6K | <0.1% | +749+8.7% | Added | Holders |
| Q2 2023 | 8,630 | $682.7K | <0.1% | +1,955+29.3% | Added | Holders |
| Q1 2023 | 6,675 | $518.4K | <0.1% | +221+3.4% | Added | Holders |
| Q4 2022 | 6,454 | $454.4K | <0.1% | +3,262+102.2% | Added | Holders |
| Q3 2022 | 3,192 | $209.0K | <0.1% | +37+1.2% | Added | Holders |
| Q2 2022 | 3,155 | $246.0K | <0.1% | +6+0.2% | Added | Holders |
| Q1 2022 | 3,149 | $251.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 3,149 | $259.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 3,149 | $231.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 3,149 | $234.0K | <0.1% | +3,149 | New | Holders |