SEC 13F Intelligence

Speece Thorson Capital Group Inc / MGEE

Speece Thorson Capital Group Inc’s Mge Energy Inc Position

Does Speece Thorson Capital Group Inc own Mge Energy Inc (MGEE)? Yes — 189.5K shares worth $15M (+3.34% of its 13F portfolio) as of Q1 2026, down from 195.6K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
189.5K
% of Portfolio
+3.34%
Quarters Held
10
currently held

Position History MGEE

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $9MQ2 ’24: $8MQ2 ’24Q3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $15MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026189.5K$15M+3.34%
Q4 2025195.6K$15M+3.32%
Q3 2025135.6K$11M+2.28%
Q2 2025112.2K$10M+2.02%
Q1 2025109.6K$10M+2.10%
Q4 2024111.2K$10M+2.06%
Q3 2024111.8K$10M+1.89%
Q2 2024112.1K$8M+1.71%
Q1 2024114.1K$9M+1.74%
Q4 202385.0K$6M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Speece Thorson Capital Group Inc’s full portfolio or all institutional holders of MGEE.