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Goldstein Advisors, LLC

SEC CIK
0001963807
Latest filing
Jul 20, 2026

MGEE holding history

Mge Energy Inc in every 13F filed by Goldstein 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)
10,266
Value
$837.1K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of MGEE by Goldstein Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,266$837.1K0.1%−103−1.0%ReducedHolders
Q1 202610,369$801.4K0.1%−52−0.5%ReducedHolders
Q4 202510,421$817.2K0.1%+7+0.1%AddedHolders
Q3 202510,414$876.7K0.1%+6+0.1%AddedHolders
Q2 202510,408$920.5K0.1%−2,639−20.2%ReducedHolders
Q1 202513,047$1.21M0.2%+96+0.7%AddedHolders
Q4 202412,951$1.22M0.2%−569−4.2%ReducedHolders
Q3 202413,520$1.24M0.2%−55−0.4%ReducedHolders
Q2 202413,575$1.01M0.2%+7+0.1%AddedHolders
Q1 202413,568$1.07M0.2%−65−0.5%ReducedHolders
Q4 202313,633$985.8K0.2%−2,493−15.5%ReducedHolders
Q3 202316,126$1.10M0.2%00.0%UnchangedHolders
Q2 202316,126$1.28M0.3%−362−2.2%ReducedHolders
Q1 202316,488$1.28M0.3%−3,718−18.4%ReducedHolders
Q4 202220,206$1.42M0.3%–No prior filingHolders