Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$915,694
+$357,506 QoQ
Shares Held
11,230
+55.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#121
of 335 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. MGEE ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in MGEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,694 | 11,230 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $558,188 | 7,222 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $582,739 | 7,431 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $205,534 | 2,324 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $212,971 | 2,291 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $116,416 | 1,239 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||