Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$639,762
-$16,461,655 QoQ
Shares Held
7,846
-96.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 335 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $96,827,973 across 12 Utilities - Regulated Electric names. MGEE ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
389,264 | $26,582,838 | |
| 2 | DUK |
Duke Energy CORP
|
187,981 | $23,794,634 | |
| 3 | AEP |
American Electric Power Co Inc
|
133,747 | $18,297,927 | |
| 4 | NEE |
Nextera Energy Inc
|
192,464 | $16,892,565 | |
| 5 | NGG |
National Grid PLC
|
84,638 | $7,013,951 | |
| 6 | SO |
Southern Co
|
15,076 | $1,442,923 | |
| 7 | ED |
Consolidated Edison Inc
|
8,033 | $888,690 | |
| 8 | MGEE |
Mge Energy Inc
This page
|
7,846 | $639,762 |
All Filings in MGEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,762 | 7,846 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,101,417 | 221,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,308,897 | 258,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,610,023 | 292,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,736,915 | 302,317 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,054,618 | 323,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,004,732 | 329,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,062,918 | 350,606 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $25,605,726 | 325,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,214,663 | 376,361 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,121,081 | 381,274 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,350,788 | 383,653 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,981,396 | 386,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,965,696 | 397,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,905,543 | 409,958 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $34,226,287 | 439,757 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $36,115,028 | 452,626 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,963,209 | 510,191 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,944,195 | 529,853 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $39,359,181 | 528,737 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,813,171 | 543,678 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,812,629 | 611,347 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,887,691 | 588,696 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $38,517,952 | 597,085 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $38,181,121 | 583,185 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||