Cambridge Investment Research Advisors, Inc.
Position in MGEE — Mge Energy Inc
CIK 1419186
FAIRFIELD, IA
Position in MGEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$264,841
+$13,958 QoQ
Shares Held
3,248
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 335 holders
Holding Since
Mar 2020
23 quarters on record
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. MGEE ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in MGEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,841 | 3,248 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $250,883 | 3,246 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $315,405 | 4,022 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $301,953 | 3,587 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $249,504 | 2,684 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $270,604 | 2,880 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,317 | 2,267 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $200,804 | 2,777 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $273,217 | 3,988 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $286,615 | 3,623 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $275,417 | 3,546 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $242,880 | 3,450 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $270,855 | 4,127 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $339,260 | 4,359 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $352,751 | 4,421 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $468,989 | 5,702 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $418,950 | 5,700 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $361,406 | 4,855 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $246,866 | 3,458 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $228,017 | 3,256 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $217,680 | 3,474 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $223,849 | 3,470 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $226,264 | 3,456 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||