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Disclosery

Advisors Asset Management, Inc.: MGEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on MGEE, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 7,840 MGEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,840 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $639,274.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,049 shares
    Change vs previous 13F -5,078 shares

    0.01% of the 13F portfolio, value $622,107.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 13,127 shares
    Change vs previous 13F -293 shares

    0.02% of the 13F portfolio, value $1,029,419.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 13,420 shares
    Change vs previous 13F +728 shares

    0.02% of the 13F portfolio, value $1,129,696.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 12,692 shares
    Change vs previous 13F +2,198 shares

    0.02% of the 13F portfolio, value $1,122,480.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 10,494 shares
    Change vs previous 13F +1,381 shares

    0.02% of the 13F portfolio, value $975,522.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 9,113 shares
    Change vs previous 13F +1,074 shares

    0.02% of the 13F portfolio, value $856,257.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 8,039 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $735,167.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).