Position in MGEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,875,097
+$1,102,484 QoQ
Shares Held
182,427
+2.4% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 334 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. MGEE ranks #28 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,875,097 | 182,427 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,772,613 | 178,194 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $13,683,034 | 174,484 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $14,866,692 | 176,606 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,259,065 | 195,150 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $18,237,171 | 196,183 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $17,988,359 | 191,447 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $16,817,014 | 183,893 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,793,887 | 197,991 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $16,064,074 | 204,066 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $317,657 | 4,393 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $316,105 | 4,614 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $324,113 | 4,097 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $318,136 | 4,096 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $227,744 | 3,235 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $289,559 | 4,412 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $272,482 | 3,501 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $230,752 | 2,892 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $261,143 | 3,175 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $226,012 | 3,075 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $312,945 | 4,204 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $341,601 | 4,785 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $295,526 | 4,220 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $217,430 | 3,470 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $287,908 | 4,463 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $231,632 | 3,538 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||