Position in MGEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$85,943
+$32,227 QoQ
Shares Held
1,054
+51.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
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, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. MGEE ranks #36 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,943 | 1,054 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $53,716 | 695 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $59,677 | 761 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $65,660 | 780 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $70,752 | 800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $75,762 | 815 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $77,704 | 827 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $77,915 | 852 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $68,144 | 912 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $74,154 | 942 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $69,128 | 956 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $88,720 | 1,295 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $129,423 | 1,636 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $125,281 | 1,613 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $73,849 | 1,049 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $40,953 | 624 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $56,115 | 721 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $52,422 | 657 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $66,622 | 810 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $55,345 | 753 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $52,852 | 710 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $50,686 | 710 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $28,922 | 413 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,835 | 141 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,128 | 64 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $916 | 14 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||