Advisors Asset Management, Inc.

Position in MGEE — Mge Energy Inc

CIK 1297376 Monument, CO

Position in MGEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$639,273

+$17,166 QoQ

Shares Held

7,840

-2.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 334 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. MGEE ranks #28 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	272,557	$23,922,327
2	EIX	Edison International	173,474	$12,915,139
3	D	Dominion Energy, Inc	148,831	$10,163,668
4	ES	Eversource Energy	102,948	$7,440,051
5	SO	Southern Co	76,871	$7,357,323
6	DUK	Duke Energy CORP	50,852	$6,436,846
7	ETR	Entergy Corp /De/	48,908	$5,617,572
8	EXC	Exelon Corp	98,188	$4,577,524

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,273	7,840	-2.6%	Shares	Sole	2026-08-14
2026-03-31	$622,107	8,049	-38.7%	Shares	Sole	2026-05-15
2025-12-31	$1,029,419	13,127	-2.2%	Shares	Sole	2026-02-12
2025-09-30	$1,129,695	13,420	+5.7%	Shares	Sole	2025-11-06
2025-06-30	$1,122,480	12,692	+20.9%	Shares	Sole	2025-08-12
2025-03-31	$975,522	10,494	+15.2%	Shares	Sole	2025-05-15
2024-12-31	$856,257	9,113	+13.4%	Shares	Sole	2025-02-10
2024-09-30	$735,166	8,039	+75.0%	Shares	Sole	2024-11-08
2024-06-30	$343,263	4,594	+55.6%	Shares	Sole	2024-08-14
2024-03-31	$232,381	2,952	+1.5%	Shares	Sole	2024-05-14
2021-06-30	$216,545	2,909	-43.3%	Shares	Sole	2021-07-30
2021-03-31	$366,587	5,135	-35.0%	Shares	Sole	2021-05-07
2020-12-31	$552,816	7,894	-21.7%	Shares	Sole	2021-02-12
2020-09-30	$631,612	10,080	-8.4%	Shares	Sole	2020-11-16
2020-06-30	$710,061	11,007	+30.5%	Shares	Sole	2020-08-12
2020-03-31	$552,370	8,437	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.