Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$539,957
+$56,663 QoQ
Shares Held
6,622
+5.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#163
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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. MGEE ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,957 | 6,622 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $483,294 | 6,253 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $491,770 | 6,271 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $527,555 | 6,267 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $555,402 | 6,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $584,996 | 6,293 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $587,812 | 6,256 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $571,836 | 6,253 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $501,669 | 6,714 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $528,447 | 6,713 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $485,417 | 6,713 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $516,496 | 7,539 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $586,679 | 7,416 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $576,000 | 7,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $720,262 | 10,231 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $510,141 | 7,773 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $604,972 | 7,773 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $517,916 | 6,491 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $533,884 | 6,491 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $504,504 | 6,864 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $666,684 | 8,956 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $629,945 | 8,824 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $617,944 | 8,824 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $685,437 | 10,939 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $705,674 | 10,939 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $961,885 | 14,692 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||