Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$278,540
+$40,101 QoQ
Shares Held
3,416
+10.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#204
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. MGEE ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,540 | 3,416 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $238,439 | 3,085 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $241,925 | 3,085 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $259,695 | 3,085 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $326,166 | 3,688 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $342,836 | 3,688 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $358,363 | 3,814 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $333,060 | 3,642 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $272,130 | 3,642 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $297,561 | 3,780 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $273,331 | 3,780 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $248,554 | 3,628 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $238,516 | 3,015 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $221,747 | 2,855 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $200,992 | 2,855 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $187,373 | 2,855 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $212,553 | 2,731 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $227,960 | 2,857 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $234,988 | 2,857 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $209,989 | 2,857 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $212,675 | 2,857 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $218,953 | 3,067 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $214,782 | 3,067 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $192,178 | 3,067 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $197,852 | 3,067 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $200,796 | 3,067 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||