Position in MGEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$401,502
New position
Shares Held
4,924
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#178
of 334 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $12,199,530 across 15 Utilities - Regulated Electric names. MGEE ranks #13 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,458 | $1,795,598 | |
| 2 | EIX |
Edison International
|
18,070 | $1,345,311 | |
| 3 | TXNM |
Txnm Energy Inc
|
21,338 | $1,211,571 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,763 | $1,198,865 | |
| 5 | OGE |
Oge Energy Corp.
|
20,781 | $1,011,203 | |
| 6 | CNP |
Centerpoint Energy Inc
|
22,950 | $1,010,717 | |
| 7 | DUK |
Duke Energy CORP
|
6,112 | $773,656 | |
| 8 | EVRG |
Evergy, Inc.
|
8,935 | $772,251 |
All Filings in MGEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,502 | 4,924 | Shares | Defined | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||