Position in MGEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$652
-$816 QoQ
Shares Held
8
-57.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 335 holders
Holding Since
Mar 2020
9 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. MGEE ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in MGEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652 | 8 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,468 | 19 | Shares | Defined | 2026-04-27 | |
| 2021-09-30 | $1,617 | 22 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,637 | 22 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,570 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,540 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,378 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,419 | 22 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,440 | 22 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||