Position in MGEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$117,094
+$77,193 QoQ
Shares Held
1,515
+219.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in MGEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,094 | 1,515 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $39,901 | 474 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $20,174 | 279 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $43,417 | 559 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $39,283 | 558 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $41,388 | 556 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $38,936 | 556 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $43,046 | 687 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $36,401 | 556 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||