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Livermore
Livermore
ZHEN

MBE Wealth Management, LLC

SEC CIK
0001775850
Latest filing
Jul 24, 2026

MGEE holding history

Mge Energy Inc in every 13F filed by MBE Wealth Management, 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)
9,918
Value
$808.8K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MGEE by MBE Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,918$808.8K0.3%+13+0.1%AddedHolders
Q1 20269,905$765.5K0.3%+14+0.1%AddedHolders
Q4 20259,891$775.6K0.3%+13+0.1%AddedHolders
Q3 20259,878$831.5K0.4%+1,404+16.6%AddedHolders
Q2 20258,474$749.5K0.3%−106−1.2%ReducedHolders
Q1 20258,580$797.6K0.4%+290+3.5%AddedHolders
Q4 20248,290$779.0K0.4%−586−6.6%ReducedHolders
Q3 20248,876$811.7K0.4%+8+0.1%AddedHolders
Q2 20248,868$662.6K0.4%+9+0.1%AddedHolders
Q1 20248,859$697.4K0.4%+2,054+30.2%AddedHolders
Q4 20236,805$492.1K0.3%+398+6.2%AddedHolders
Q3 20236,407$438.9K0.3%00.0%UnchangedHolders
Q2 20236,407$506.8K0.3%+9+0.1%AddedHolders
Q1 20236,398$496.9K0.3%+9+0.1%AddedHolders
Q4 20226,389$449.8K0.3%+1,834+40.3%AddedHolders
Q3 20224,555$299.0K0.2%+8+0.2%AddedHolders
Q2 20224,547$354.0K0.2%+8+0.2%AddedHolders
Q1 20224,539$362.0K0.2%+426+10.4%AddedHolders
Q4 20214,113$338.0K0.2%+6+0.1%AddedHolders
Q3 20214,107$302.0K0.2%+983+31.5%AddedHolders
Q2 20213,124$233.0K0.1%+10.0%AddedHolders
Q1 20213,123$223.0K0.1%––Holders

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