Position in MGEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$46,228
+$7,433 QoQ
Shares Held
567
+12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 335 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. MGEE ranks #33 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in MGEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,228 | 567 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,795 | 502 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $31,599 | 403 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,493 | 291 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,529 | 300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,142 | 292 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,668 | 220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,929 | 207 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,465 | 207 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,195 | 66 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $506 | 7 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $25,789 | 326 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $466 | 6 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $84,728 | 1,291 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $77,129 | 991 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||