Position in MGEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$802,761
+$485,563 QoQ
Shares Held
9,845
+139.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 334 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPSTONE INVESTMENT ADVISORS, LLC holds $11,893,210 across 14 Utilities - Regulated Electric names. MGEE ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
10,120 | $1,531,156 | |
| 2 | PCG |
PG&E Corp
|
83,661 | $1,407,178 | |
| 3 | EMA |
Emera Inc
|
24,080 | $1,276,721 | |
| 4 | FTS |
Fortis Inc.
|
19,544 | $1,118,503 | |
| 5 | PPL |
PPL Corp
|
29,509 | $1,072,652 | |
| 6 | ED |
Consolidated Edison Inc
|
8,275 | $915,463 | |
| 7 | POR |
Portland General Electric Co /Or/
|
16,177 | $838,453 | |
| 8 | MGEE |
Mge Energy Inc
This page
|
9,845 | $802,761 |
All Filings in MGEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,761 | 9,845 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $317,198 | 4,104 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $541,568 | 6,906 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $485,712 | 5,492 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||