Allworth Financial LP

Position in MGEE — Mge Energy Inc

CIK 1555170 FOLSOM, CA

Position in MGEE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$160,796

+$89,767 QoQ

Shares Held

1,972

+114.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#237

of 335 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. MGEE ranks #28 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	492,457	$43,222,950
2	DUK	Duke Energy CORP	179,929	$22,775,412
3	XEL	Xcel Energy Inc	217,555	$17,469,666
4	SO	Southern Co	171,520	$16,416,179
5	PCG	PG&E Corp	347,307	$5,841,703
6	WEC	Wec Energy Group, Inc.	46,051	$5,377,375
7	AEE	Ameren Corp	41,002	$4,634,866
8	AEP	American Electric Power Co Inc	29,187	$3,993,073

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,796	1,972	+114.6%	Shares	Sole	2026-08-11
2026-03-31	$71,029	919	-35.9%	Shares	Sole	2026-05-15
2025-12-31	$112,454	1,434	-9.3%	Shares	Sole	2026-02-05
2025-09-30	$133,088	1,581	+4.2%	Shares	Sole	2025-12-02
2025-06-30	$134,251	1,518	+2430.0%	Shares	Sole	2025-08-07
2025-03-31	$5,577	60	-3.2%	Shares	Sole	2025-04-30
2024-12-31	$5,825	62	-6.1%	Shares	Sole	2025-01-30
2024-09-30	$6,035	66	+37.5%	Shares	Sole	2024-10-23
2024-06-30	$3,586	48	+9.1%	Shares	Sole	2024-07-24
2024-03-31	$3,463	44	-2.2%	Shares	Sole	2024-04-25
2023-12-31	$3,253	45	0.0%	Shares	Sole	2024-01-24
2023-09-30	$3,082	45	+7.1%	Shares	Sole	2023-10-31
2023-06-30	$3,322	42	0.0%	Shares	Sole	2023-07-18
2023-03-31	$3,262	42	+110.0%	Shares	Sole	2023-04-18
2022-12-31	$1,408	20	-16.7%	Shares	Sole	2023-01-13
2022-09-30	$1,575	24	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.