Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,287,847
+$1,932,082 QoQ
Shares Held
28,058
+509.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 334 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 16%
None 81%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. MGEE ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in MGEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,287,847 | 28,058 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $355,765 | 4,603 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $270,548 | 3,450 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $355,492 | 4,223 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $414,341 | 4,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $508,677 | 5,472 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $615,438 | 6,550 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $645,088 | 7,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $405,281 | 5,424 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $564,816 | 7,175 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||