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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MGEE holding history

Mge Energy Inc in every 13F filed by EverSource Wealth 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)
567
Value
$46.2K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of MGEE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026567$46.2K<0.1%+65+12.9%AddedHolders
Q1 2026502$38.8K<0.1%+99+24.6%AddedHolders
Q4 2025403$31.6K<0.1%+112+38.5%AddedHolders
Q3 2025291$24.5K<0.1%−9−3.0%ReducedHolders
Q2 2025300$26.5K<0.1%+8+2.7%AddedHolders
Q1 2025292$27.1K<0.1%+72+32.7%AddedHolders
Q4 2024220$20.7K<0.1%+13+6.3%AddedHolders
Q3 2024207$18.9K<0.1%00.0%UnchangedHolders
Q2 2024207$18.2K<0.1%+141+213.6%AddedHolders
Q1 202466$5.17K<0.1%+59+842.9%AddedHolders
Q4 20237$506<0.1%+7NewHolders
Q3 20230$00.0%−326−100.0%Sold outHolders
Q2 2023326$25.8K<0.1%+320+5,333.3%AddedHolders
Q1 20236$466<0.1%+6NewHolders
Q4 20220$00.0%−1,291−100.0%Sold outHolders
Q3 20221,291$85.0K<0.1%+300+30.3%AddedHolders
Q2 2022991$77.0K<0.1%+991NewHolders