CAPTRUST FINANCIAL ADVISORS

Position in MGEE — Mge Energy Inc

CIK 1512024 RALEIGH, NC

Position in MGEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$423,029

+$208,425 QoQ

Shares Held

5,188

+127.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#174

of 335 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Utilities · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $487,166,782 across 31 Utilities - Regulated Electric names. MGEE ranks #30 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,381,141	$121,222,745
2	AEP	American Electric Power Co Inc	718,033	$98,234,094
3	DUK	Duke Energy CORP	501,296	$63,454,047
4	SO	Southern Co	325,851	$31,187,199
5	ETR	Entergy Corp /De/	136,917	$15,726,286
6	PNW	Pinnacle West Capital Corp	128,921	$13,794,547
7	D	Dominion Energy, Inc	201,862	$13,785,155
8	EVRG	Evergy, Inc.	123,696	$10,691,045

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,029	5,188	+127.1%	Shares	Sole	2026-08-13
2024-12-31	$214,604	2,284	+2.6%	Shares	Sole	2025-02-14
2024-09-30	$203,567	2,226	-43.7%	Shares	Sole	2024-11-14
2024-06-30	$295,442	3,954	+0.7%	Shares	Sole	2024-08-15
2024-03-31	$309,133	3,927	+3.5%	Shares	Sole	2024-05-15
2023-12-31	$274,416	3,795	-4.4%	Shares	Sole	2024-02-14
2023-09-30	$272,053	3,971	+334.9%	Shares	Sole	2023-11-15
2022-06-30	$71,058	913	+14.7%	Shares	Sole	2022-08-23
2022-03-31	$63,512	796	-5.8%	Shares	Sole	2022-05-16
2021-12-31	$69,501	845	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$61,225	833	-8.5%	Shares	Sole	2021-11-16
2021-06-30	$67,740	910	-2.5%	Shares	Sole	2021-08-16
2021-03-31	$66,606	933	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.