Skip to main content

Great Valley Advisor Group, Inc.

SEC CIK
0001769897
Latest filing
Aug 10, 2026

MGEE holding history

Mge Energy Inc in every 13F filed by Great Valley Advisor Group, Inc., 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)
3,982
Value
$324.7K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of MGEE by Great Valley Advisor Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,982$324.7K<0.1%−2,090−34.4%ReducedHolders
Q1 20266,072$469.3K<0.1%−2,960−32.8%ReducedHolders
Q4 20259,032$708.3K<0.1%−6,918−43.4%ReducedHolders
Q3 202515,950$1.34M<0.1%−379−2.3%ReducedHolders
Q2 202516,329$1.44M<0.1%−579−3.4%ReducedHolders
Q1 202516,908$1.57M<0.1%+186+1.1%AddedHolders
Q4 202416,722$1.57M<0.1%−1,425−7.9%ReducedHolders
Q3 202418,147$1.66M<0.1%+6,347+53.8%AddedHolders
Q2 202411,800$881.7K<0.1%+3,242+37.9%AddedHolders
Q1 20248,558$673.7K<0.1%+2,411+39.2%AddedHolders
Q4 20236,147$444.5K<0.1%+6,147NewHolders
Q3 20230$00.0%−2,580−100.0%Sold outHolders
Q2 20232,580$204.1K<0.1%+2,580NewHolders
Q3 20220$00.0%−3,683−100.0%Sold outHolders
Q2 20223,683$287.0K<0.1%−4,640−55.7%ReducedHolders
Q1 20228,323$664.0K<0.1%−3,533−29.8%ReducedHolders
Q4 202111,856$975.0K0.1%+2,121+21.8%AddedHolders
Q3 20219,735$716.0K<0.1%−574−5.6%ReducedHolders
Q2 202110,309$767.0K0.1%−517−4.8%ReducedHolders
Q1 202110,826$773.0K0.1%––Holders

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