Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,629,828
+$136,994 QoQ
Shares Held
32,252
-0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 334 holders
Holding Since
Mar 2023
14 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. MGEE ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in MGEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,629,828 | 32,252 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,492,834 | 32,253 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,546,689 | 32,475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,630,456 | 31,248 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,584,570 | 29,224 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,711,922 | 29,173 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,562,101 | 27,268 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,496,585 | 27,300 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,119,432 | 28,365 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,331,843 | 29,622 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $465,531 | 6,438 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $470,115 | 6,862 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $541,587 | 6,846 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $529,554 | 6,818 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||