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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

MGEE holding history

Mge Energy Inc in every 13F filed by CWM Advisors, LLC, 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)
8,297
Value
$676.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MGEE by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,297$676.5K<0.1%+1,649+24.8%AddedHolders
Q1 20266,648$513.8K<0.1%+695+11.7%AddedHolders
Q4 20255,953$466.8K<0.1%+576+10.7%AddedHolders
Q3 20255,377$452.6K<0.1%+925+20.8%AddedHolders
Q2 20254,452$393.7K<0.1%+744+20.1%AddedHolders
Q1 20253,708$344.7K<0.1%−565−13.2%ReducedHolders
Q4 20244,273$401.5K<0.1%−222−4.9%ReducedHolders
Q3 20244,495$411.1K<0.1%−207−4.4%ReducedHolders
Q2 20244,702$351.3K<0.1%+144+3.2%AddedHolders
Q1 20244,558$358.8K<0.1%−782−14.6%ReducedHolders
Q4 20235,340$386.1K<0.1%+850+18.9%AddedHolders
Q3 20234,490$307.6K<0.1%+518+13.0%AddedHolders
Q2 20233,972$314.2K<0.1%+455+12.9%AddedHolders
Q1 20233,517$273.2K<0.1%+160+4.8%AddedHolders
Q4 20223,357$236.3K<0.1%+217+6.9%AddedHolders
Q3 20223,140$206.0K<0.1%+425+15.7%AddedHolders
Q2 20222,715$211.0K<0.1%−241−8.2%ReducedHolders
Q1 20222,956$236.0K<0.1%−97−3.2%ReducedHolders
Q4 20213,053$251.0K<0.1%−49−1.6%ReducedHolders
Q3 20213,102$228.0K<0.1%−3,168−50.5%ReducedHolders
Q2 20216,270$467.0K0.1%+190+3.1%AddedHolders
Q1 20216,080$434.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.