Position in MGEE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$11,361
New position
Shares Held
147
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026USA FINANCIAL FORMULAS holds $2,340,201 across 17 Utilities - Regulated Electric names. MGEE ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,510 | $984,410 | |
| 2 | XEL |
Xcel Energy Inc
|
9,197 | $730,609 | |
| 3 | EIX |
Edison International
|
1,356 | $99,232 | |
| 4 | PCG |
PG&E Corp
|
5,314 | $93,366 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,051 | $88,521 | |
| 6 | ES |
Eversource Energy
|
1,100 | $76,208 | |
| 7 | FE |
Firstenergy Corp
|
1,496 | $75,787 | |
| 8 | ETR |
Entergy Corp /De/
|
662 | $74,382 |
All Filings in MGEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,361 | 147 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||