Position in MGEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$901,819
+$91,741 QoQ
Shares Held
11,668
+13.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. MGEE ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in MGEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $901,819 | 11,668 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $810,078 | 10,330 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,029,100 | 12,225 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,034,571 | 11,698 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,107,060 | 11,909 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,247,788 | 13,280 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,309,289 | 14,317 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,108,097 | 14,830 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,273,138 | 16,173 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,266,943 | 17,521 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,317,926 | 19,237 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,644,064 | 20,782 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,700,973 | 21,900 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,442,988 | 20,497 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,302,689 | 19,849 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,597,927 | 20,531 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,725,378 | 21,624 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,057,237 | 25,012 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,043,675 | 27,454 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,959,941 | 27,454 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,922,603 | 27,454 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,720,267 | 27,454 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,771,057 | 27,454 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,797,413 | 27,454 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||