Position in MGEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,186
+$28,704 QoQ
Shares Held
407
+601.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 335 holders
Holding Since
Sep 2025
4 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, 2026Salomon & Ludwin, LLC holds $6,937,497 across 25 Utilities - Regulated Electric names. MGEE ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
67,733 | $4,625,486 | |
| 2 | DUK |
Duke Energy CORP
|
4,168 | $527,585 | |
| 3 | SO |
Southern Co
|
3,870 | $370,397 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,479 | $339,151 | |
| 5 | NEE |
Nextera Energy Inc
|
2,786 | $244,527 | |
| 6 | AEE |
Ameren Corp
|
1,042 | $117,787 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,085 | $116,095 | |
| 8 | CNP |
Centerpoint Energy Inc
|
2,226 | $98,033 |
All Filings in MGEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,186 | 407 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,482 | 58 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,487 | 223 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,654 | 281 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||