SPEECE THORSON CAPITAL GROUP INC: MGEE position timeline

SPEECE THORSON CAPITAL GROUP INC held 228,679 MGEE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 228,679 shares

   Change vs previous 13F +39,132 shares

   3.99% of the 13F portfolio, value $18,646,000.

   13F-HR 0000900169-26-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 189,547 shares

   Change vs previous 13F -6,049 shares

   3.34% of the 13F portfolio, value $14,650,000.

   13F-HR 0000900169-26-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 195,596 shares

   Change vs previous 13F +60,037 shares

   3.32% of the 13F portfolio, value $15,339,000.

   13F-HR 0000900169-26-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 135,559 shares

   Change vs previous 13F +23,399 shares

   2.28% of the 13F portfolio, value $11,411,000.

   13F-HR 0000900169-25-000007 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-11-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 112,160 shares

   Change vs previous 13F +2,590 shares

   2.02% of the 13F portfolio, value $9,919,000.

   13F-HR 0000900169-25-000003 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 109,570 shares

   Change vs previous 13F -1,606 shares

   2.1% of the 13F portfolio, value $10,186,000.

   13F-HR 0000900169-25-000002 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 111,176 shares

   Change vs previous 13F -665 shares

   2.06% of the 13F portfolio, value $10,446,000.

   13F-HR 0000900169-25-000001 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 111,841 shares

   Change vs previous 13F not available

   1.89% of the 13F portfolio, value $10,228,000.

   13F-HR 0000900169-24-000004 filed by SPEECE THORSON CAPITAL GROUP INC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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