Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,462
+$1,275 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#269
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, 2026MONETARY MANAGEMENT GROUP INC holds $5,607,322 across 12 Utilities - Regulated Electric names. MGEE ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,100 | $1,149,787 | |
| 2 | ED |
Consolidated Edison Inc
|
8,850 | $979,075 | |
| 3 | SO |
Southern Co
|
9,407 | $900,343 | |
| 4 | DUK |
Duke Energy CORP
|
5,733 | $725,683 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,320 | $591,019 | |
| 6 | D |
Dominion Energy, Inc
|
5,779 | $394,647 | |
| 7 | EXC |
Exelon Corp
|
4,600 | $214,452 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,750 | $204,347 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,462 | 300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,187 | 300 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $23,526 | 300 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $25,254 | 300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,532 | 300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,888 | 300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,188 | 300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $27,435 | 300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,416 | 300 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $23,616 | 300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,693 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,553 | 300 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $23,733 | 300 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,301 | 300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,120 | 300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,689 | 300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,349 | 300 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,937 | 300 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,675 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,050 | 300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $22,332 | 300 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,417 | 300 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,009 | 300 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,798 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,353 | 300 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,641 | 300 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||