MGE Energy shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of MGE Energy (MGEE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in MGE Energy
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Quarterly reported holdings in MGE Energy by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 3.3k | 84.19 |
| 2025-06-30 | $287k | 3.2k | 88.44 |
| 2025-03-31 | $317k | 3.4k | 92.97 |
| 2024-12-31 | $320k | 3.4k | 93.95 |
| 2017-09-30 | $211k | 3.3k | 64.61 |
| 2017-06-30 | $210k | 3.3k | 64.36 |
| 2017-03-31 | $236k | 3.6k | 64.98 |
| 2016-12-31 | $237k | 3.6k | 65.31 |
| 2016-09-30 | $205k | 3.6k | 56.54 |
| 2016-06-30 | $205k | 3.6k | 56.58 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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