Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,182,538
+$3,463,984 QoQ
Shares Held
100,350
+64.4% QoQ
Ownership
0.273%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 335 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. MGEE ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,325,362 | $2,047,267,017 | |
| 2 | ETR |
Entergy Corp /De/
|
4,088,723 | $469,630,720 | |
| 3 | DUK |
Duke Energy CORP
|
2,939,189 | $372,042,541 | |
| 4 | ED |
Consolidated Edison Inc
|
3,251,331 | $359,694,746 | |
| 5 | SO |
Southern Co
|
3,716,946 | $355,071,806 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,482,093 | $339,575,140 | |
| 7 | EIX |
Edison International
|
4,325,522 | $322,035,111 | |
| 8 | EXC |
Exelon Corp
|
6,426,477 | $299,602,355 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,182,538 | 100,350 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,718,554 | 61,050 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,069,482 | 90,149 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $12,112,238 | 143,885 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $14,387,772 | 162,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,554,193 | 188,836 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,090,147 | 149,959 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,313,609 | 58,104 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,306,336 | 57,633 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,436,579 | 56,359 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,884,948 | 81,385 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,880,336 | 56,639 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,729,115 | 59,779 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,536,469 | 45,532 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,694,418 | 38,273 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,572,757 | 23,964 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,976,259 | 25,392 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,386,996 | 29,916 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,783,091 | 33,837 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,351,371 | 18,386 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,188,136 | 15,961 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,749,839 | 24,511 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,686,812 | 24,087 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,334,907 | 21,304 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,219,465 | 34,405 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,364,906 | 36,122 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||