Position in MGEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$207,193
+$4,321 QoQ
Shares Held
2,541
-1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#228
of 335 holders
Holding Since
Sep 2024
7 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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. MGEE ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in MGEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,193 | 2,541 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $202,872 | 2,587 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $217,773 | 2,587 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $277,347 | 3,136 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $290,964 | 3,130 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $297,852 | 3,170 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $290,627 | 3,178 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||