Position in MGEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$69,879
+$6,579 QoQ
Shares Held
857
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 334 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $16,708,636 across 29 Utilities - Regulated Electric names. MGEE ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
76,078 | $3,350,475 | |
| 2 | FE |
Firstenergy Corp
|
60,176 | $2,860,767 | |
| 3 | NEE |
Nextera Energy Inc
|
26,989 | $2,368,824 | |
| 4 | XEL |
Xcel Energy Inc
|
18,776 | $1,507,712 | |
| 5 | EXC |
Exelon Corp
|
27,450 | $1,279,719 | |
| 6 | SO |
Southern Co
|
12,048 | $1,153,114 | |
| 7 | DUK |
Duke Energy CORP
|
7,038 | $890,870 | |
| 8 | DTE |
Dte Energy Co
|
5,218 | $795,066 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,879 | 857 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $63,300 | 819 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $64,225 | 819 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $68,943 | 819 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $72,432 | 819 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $76,134 | 819 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $73,194 | 779 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $71,239 | 779 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $58,206 | 779 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $61,322 | 779 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $57,558 | 796 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $53,848 | 786 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $64,632 | 817 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $61,126 | 787 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $55,264 | 785 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $83,546 | 1,273 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $99,077 | 1,273 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $216,310 | 2,711 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $223,308 | 2,715 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $199,552 | 2,715 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $227,190 | 3,052 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $217,882 | 3,052 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $213,731 | 3,052 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $191,238 | 3,052 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $196,884 | 3,052 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $199,814 | 3,052 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||