Position in MGEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,110,085
+$86,689 QoQ
Shares Held
13,614
+2.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#111
of 334 holders
Holding Since
Jun 2022
15 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, 2026ALPS ADVISORS INC holds $261,847,125 across 31 Utilities - Regulated Electric names. MGEE ranks #31 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
473,785 | $32,354,777 | |
| 2 | EIX |
Edison International
|
429,384 | $31,967,638 | |
| 3 | ES |
Eversource Energy
|
441,320 | $31,894,196 | |
| 4 | EVRG |
Evergy, Inc.
|
352,276 | $30,447,214 | |
| 5 | FE |
Firstenergy Corp
|
636,214 | $30,245,613 | |
| 6 | NEE |
Nextera Energy Inc
|
120,963 | $10,616,922 | |
| 7 | DUK |
Duke Energy CORP
|
62,696 | $7,936,059 | |
| 8 | SO |
Southern Co
|
77,977 | $7,463,178 |
All Filings in MGEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,085 | 13,614 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,023,396 | 13,241 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,089,018 | 13,887 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,241,907 | 14,753 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,112,928 | 12,584 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,178,175 | 12,674 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,104,875 | 11,759 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $916,237 | 10,019 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $669,790 | 8,964 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $602,680 | 7,656 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $471,605 | 6,522 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $385,437 | 5,626 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $348,954 | 4,411 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $236,427 | 3,044 | Shares | Defined | 2023-05-10 | |
| 2022-06-30 | $410,475 | 5,274 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||