Position in MGEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$899,875
+$23,562 QoQ
Shares Held
11,036
-2.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#124
of 334 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. MGEE ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in MGEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,875 | 11,036 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $876,313 | 11,338 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $939,627 | 11,982 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,008,643 | 11,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,054,733 | 11,926 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $400,098 | 4,304 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,523 | 4,284 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $391,771 | 4,284 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||