Magellan Asset Management Ltd

CIK

1536105

City

Sydney

State / Country

Stock

MGEE — Mge Energy Inc

Top Portfolio Positions

78 positions · $7,590,257,455 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	2,248,881	$468,374,445	6.17%
MSFT	Microsoft Corp Technology	1,189,155	$440,189,506	5.80%
ES	Eversource Energy Utilities	6,182,582	$428,329,280	5.64%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	1,178,008	$398,107,803	5.24%
MA	Mastercard Inc Financial Services	584,990	$292,296,103	3.85%
META	Meta Platforms, Inc. Communication Services	507,032	$290,088,218	3.82%
AMT	American Tower Corp /Ma/ Real Estate	1,503,296	$259,438,823	3.42%
CCI	Crown Castle Inc. Real Estate	2,855,204	$232,156,637	3.06%
SRE	Sempra Utilities	2,258,369	$219,445,715	2.89%
YUM	Yum Brands Inc Consumer Cyclical	1,370,088	$213,021,282	2.81%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,294,199	29,683	+24.8%	Shares	Sole	2026-05-12
2025-12-31	$1,865,847	23,793	+1.5%	Shares	Sole	2026-02-11
2025-09-30	$1,973,431	23,443	+8.5%	Shares	Sole	2025-11-10
2025-06-30	$1,911,453	21,613	-5.0%	Shares	Sole	2025-08-07
2025-03-31	$2,113,817	22,739	-1.5%	Shares	Sole	2025-05-12
2024-12-31	$2,170,006	23,095	-20.0%	Shares	Sole	2025-02-12
2024-09-30	$2,639,704	28,865	-0.6%	Shares	Sole	2024-11-14
2024-06-30	$2,169,046	29,029	+10.2%	Shares	Sole	2024-08-13
2024-03-31	$2,072,776	26,331	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$1,915,130	26,485	+2.4%	Shares	Sole	2024-02-13
2023-09-30	$1,771,805	25,862	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$2,023,238	25,575	-2.2%	Shares	Sole	2023-08-11
2023-03-31	$2,031,769	26,159	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$1,811,462	25,731	+7.2%	Shares	Sole	2023-02-13
2022-09-30	$1,575,316	24,003	-18.1%	Shares	Sole	2022-11-10
2022-06-30	$2,280,107	29,296	-4.2%	Shares	Sole	2022-08-12
2022-03-31	$2,439,978	30,580	-10.4%	Shares	Sole	2022-05-13
2021-12-31	$2,806,616	34,123	+12.5%	Shares	Sole	2022-02-11
2021-09-30	$2,229,843	30,338	+11.5%	Shares	Sole	2021-11-04
2021-06-30	$2,025,735	27,213	-2.7%	Shares	Sole	2021-08-12
2021-03-31	$1,996,921	27,972	+5.1%	Shares	Sole	2021-05-13
2020-12-31	$1,863,778	26,614	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,667,633	26,614	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,716,869	26,614	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,742,418	26,614	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.