Position in MGEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$319,229
+$9,915 QoQ
Shares Held
3,915
-2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#196
of 335 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. MGEE ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in MGEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,229 | 3,915 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $309,314 | 4,002 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $332,108 | 4,235 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $367,024 | 4,360 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $430,349 | 4,866 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $451,785 | 4,860 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $456,645 | 4,860 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $439,142 | 4,802 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $358,805 | 4,802 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $377,147 | 4,791 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $346,437 | 4,791 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $309,048 | 4,511 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $356,865 | 4,511 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $350,369 | 4,511 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $322,784 | 4,585 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305,901 | 4,661 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $362,765 | 4,661 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $371,901 | 4,661 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $383,367 | 4,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $499,800 | 6,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $588,522 | 7,906 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $564,694 | 7,910 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $553,657 | 7,906 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $749,042 | 11,441 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||