Position in MGEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$420,746
-$111,009 QoQ
Shares Held
5,160
-25.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 335 holders
Holding Since
Jun 2021
10 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. MGEE ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in MGEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,746 | 5,160 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $531,755 | 6,880 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $546,979 | 6,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $693,811 | 8,242 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $493,229 | 5,577 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $533,776 | 5,742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $682,713 | 7,266 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $642,893 | 7,030 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,069 | 7,161 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $202,179 | 2,716 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||