Position in MGEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,133,732
-$444,916 QoQ
Shares Held
13,904
-31.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. MGEE ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,732 | 13,904 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,578,648 | 20,425 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,660,778 | 21,178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,769,379 | 21,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,219,136 | 25,092 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,259,392 | 24,305 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,186,167 | 23,267 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,139,381 | 23,394 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,479,007 | 19,794 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,510,558 | 19,189 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,579,828 | 21,848 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,532,157 | 22,364 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,652,370 | 20,887 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,519,535 | 19,564 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,257,555 | 17,863 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $759,601 | 11,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,313 | 11,118 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $817,368 | 10,244 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $835,577 | 10,159 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $673,774 | 9,167 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,086,526 | 14,596 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $998,174 | 13,982 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $922,785 | 13,177 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $819,342 | 13,076 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $783,731 | 12,149 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $848,622 | 12,962 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||