Position in MGEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,966,255
+$1,033,829 QoQ
Shares Held
24,114
+99.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#81
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Savant Capital, LLC holds $130,873,375 across 33 Utilities - Regulated Electric names. MGEE ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
447,836 | $42,862,383 | |
| 2 | NEE |
Nextera Energy Inc
|
214,715 | $18,845,535 | |
| 3 | EVRG |
Evergy, Inc.
|
154,504 | $13,353,780 | |
| 4 | DUK |
Duke Energy CORP
|
77,815 | $9,849,822 | |
| 5 | AEP |
American Electric Power Co Inc
|
63,574 | $8,697,558 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
55,287 | $6,455,862 | |
| 7 | XEL |
Xcel Energy Inc
|
42,132 | $3,383,199 | |
| 8 | ED |
Consolidated Edison Inc
|
24,455 | $2,705,456 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,255 | 24,114 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $932,426 | 12,064 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $977,034 | 12,459 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,031,373 | 12,252 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $844,690 | 9,551 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $464,521 | 4,997 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $462,471 | 4,922 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $437,405 | 4,783 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $356,937 | 4,777 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $382,185 | 4,855 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $400,235 | 5,535 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $379,134 | 5,534 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $437,873 | 5,535 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $429,981 | 5,536 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $389,382 | 5,531 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $362,999 | 5,531 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $433,902 | 5,575 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $444,829 | 5,575 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $458,543 | 5,575 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $302,967 | 4,122 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $340,339 | 4,572 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $326,395 | 4,572 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $320,177 | 4,572 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $286,481 | 4,572 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $294,939 | 4,572 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $299,328 | 4,572 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||