Position in MGEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,630
+$85 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 334 holders
Holding Since
Mar 2020
12 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $42,867,244 across 31 Utilities - Regulated Electric names. MGEE ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
117,021 | $10,270,933 | |
| 2 | AEP |
American Electric Power Co Inc
|
65,496 | $8,960,507 | |
| 3 | DUK |
Duke Energy CORP
|
55,513 | $7,026,835 | |
| 4 | FTS |
Fortis Inc.
|
100,834 | $5,770,729 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
30,722 | $3,587,407 | |
| 6 | EVRG |
Evergy, Inc.
|
40,554 | $3,505,082 | |
| 7 | D |
Dominion Energy, Inc
|
19,478 | $1,330,152 | |
| 8 | SO |
Southern Co
|
13,000 | $1,244,230 |
All Filings in MGEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630 | 20 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,545 | 20 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,568 | 20 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,683 | 20 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,768 | 20 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,859 | 20 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,879 | 20 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,829 | 20 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,494 | 20 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,574 | 20 | Shares | Sole | 2024-04-18 | |
| 2020-12-31 | $19,678 | 281 | Shares | Sole | 2021-01-20 | |
| 2020-03-31 | $18,397 | 281 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||