Position in MGEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,087,014
+$2,322,143 QoQ
Shares Held
332,193
+3.7% QoQ
Ownership
0.904%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 335 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bank of New York Mellon Corp holds $8,130,324,833 across 35 Utilities - Regulated Electric names. MGEE ranks #30 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,048,560 | $1,145,272,101 | |
| 2 | D |
Dominion Energy, Inc
|
10,212,160 | $697,388,395 | |
| 3 | SO |
Southern Co
|
7,278,460 | $696,621,396 | |
| 4 | DUK |
Duke Energy CORP
|
4,784,956 | $605,679,723 | |
| 5 | EXC |
Exelon Corp
|
12,459,069 | $580,841,785 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,621,775 | $495,495,027 | |
| 7 | EIX |
Edison International
|
4,155,291 | $309,361,405 | |
| 8 | XEL |
Xcel Energy Inc
|
3,489,252 | $280,186,931 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,087,014 | 332,193 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $24,764,871 | 320,415 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $24,988,686 | 318,652 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $28,839,055 | 342,588 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $31,018,205 | 350,726 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $32,175,962 | 346,127 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $33,731,167 | 358,995 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $37,857,828 | 413,973 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $33,179,935 | 444,057 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $33,734,273 | 428,535 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $21,886,861 | 302,681 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $19,760,611 | 288,434 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $22,552,755 | 285,081 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $22,479,638 | 289,425 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $20,414,028 | 289,972 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,088,369 | 351,796 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,999,576 | 334,056 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $27,092,613 | 339,549 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $27,507,196 | 334,434 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $24,845,277 | 338,031 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $24,400,983 | 327,794 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $22,835,874 | 319,875 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $22,458,830 | 320,703 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $16,150,237 | 257,744 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $17,105,986 | 265,168 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $16,933,028 | 258,638 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||