Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,856,012
+$1,055,211 QoQ
Shares Held
22,762
+119.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 335 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. MGEE ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in MGEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,012 | 22,762 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $800,801 | 10,361 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $654,101 | 8,341 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $743,982 | 8,838 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $864,588 | 9,776 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $738,288 | 7,942 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $841,692 | 8,958 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $778,878 | 8,517 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $615,169 | 8,233 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $574,419 | 7,297 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $527,428 | 7,294 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $642,554 | 9,379 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $682,718 | 8,630 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $518,447 | 6,675 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $454,361 | 6,454 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,490 | 3,192 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $245,553 | 3,155 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $251,258 | 3,149 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $259,005 | 3,149 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $231,451 | 3,149 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $234,411 | 3,149 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||