OSAIC HOLDINGS, INC.

Position in MGEE — Mge Energy Inc

CIK 1677044 SCOTTSDALE, AZ

Back to MGEE Full portfolio

Position in MGEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,485,338

+$1,137,324 QoQ

Shares Held

30,480

+74.8% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#66

of 334 holders

Holding Since

Mar 2020

26 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, 2026

OSAIC HOLDINGS, INC. holds $489,887,390 across 42 Utilities - Regulated Electric names. MGEE ranks #27 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,119,907	$98,294,235
2	DUK	Duke Energy CORP	626,941	$79,358,190
3	SO	Southern Co	621,416	$59,475,723
4	AEP	American Electric Power Co Inc	253,646	$34,701,307
5	WEC	Wec Energy Group, Inc.	251,293	$29,343,482
6	D	Dominion Energy, Inc	347,590	$23,736,920
7	ED	Consolidated Edison Inc	172,840	$19,121,287
8	DTE	Dte Energy Co	89,624	$13,656,007

All Filings in MGEE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,485,338	30,480	+74.8%	Shares	Defined	2026-08-14
2026-03-31	$1,348,014	17,441	-34.4%	Shares	Defined	2026-05-15
2025-12-31	$2,085,815	26,598	-22.9%	Shares	Defined	2026-02-17
2025-09-30	$2,902,441	34,479	+9.5%	Shares	Defined	2025-11-14
2025-06-30	$2,785,771	31,499	+84.4%	Shares	Defined	2025-09-04
2025-03-31	$1,588,127	17,084	+45.3%	Shares	Defined	2025-05-12
2024-12-31	$1,104,969	11,760	-5.5%	Shares	Defined	2025-06-06
2024-09-30	$1,137,636	12,440	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$936,090	12,528	-0.4%	Shares	Defined	2024-08-13
2024-03-31	$989,824	12,574	-7.3%	Shares	Defined	2024-05-10
2023-12-31	$980,665	13,562	-12.3%	Shares	Defined	2024-02-12
2023-09-30	$1,058,888	15,456	+13.3%	Shares	Defined	2023-11-13
2023-06-30	$1,079,293	13,643	-2.8%	Shares	Defined	2023-08-21
2023-03-31	$1,090,484	14,040	-20.7%	Shares	Defined	2023-05-12
2022-12-31	$1,245,654	17,694	-57.3%	Shares	Defined	2023-02-10
2022-09-30	$2,722,723	41,486	-4.5%	Shares	Defined	2022-11-14
2022-06-30	$3,381,320	43,445	+2.5%	Shares	Defined	2022-08-10
2022-03-31	$3,381,097	42,375	-1.4%	Shares	Defined	2022-05-04
2021-12-31	$3,533,539	42,961	-6.7%	Shares	Defined	2022-02-03
2021-09-30	$3,386,143	46,070	+3.1%	Shares	Defined	2021-11-05
2021-06-30	$3,324,784	44,664	+12.3%	Shares	Defined	2021-08-02
2021-03-31	$2,840,533	39,789	+0.1%	Shares	Defined	2021-05-13
2020-12-31	$2,784,459	39,761	+74.9%	Shares	Defined	2021-02-10
2020-09-30	$1,424,821	22,739	-4.7%	Shares	Defined	2020-11-12
2020-06-30	$1,539,592	23,866	+4.6%	Shares	Defined	2020-08-14
2020-03-31	$1,494,283	22,824	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.