Position in MGEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$9,132
+$8,282 QoQ
Shares Held
112
+918.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 334 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. MGEE ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in MGEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,132 | 112 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $850 | 11 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $705 | 9 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,777 | 33 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $884 | 10 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $929 | 10 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $845 | 9 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $823 | 9 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $298 | 4 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $314 | 4 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,096 | 29 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,986 | 29 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,819 | 23 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||