Vanguard Personalized Indexing Management, LLC
Position in MGEE — Mge Energy Inc
CIK 1767306
OAKLAND, CA
Position in MGEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$511,092
+$146,747 QoQ
Shares Held
6,268
+33.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 334 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $188,209,434 across 35 Utilities - Regulated Electric names. MGEE ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
325,866 | $28,601,258 | |
| 2 | DUK |
Duke Energy CORP
|
142,989 | $18,099,547 | |
| 3 | SO |
Southern Co
|
160,532 | $15,364,517 | |
| 4 | AEP |
American Electric Power Co Inc
|
86,241 | $11,798,631 | |
| 5 | D |
Dominion Energy, Inc
|
143,422 | $9,794,288 | |
| 6 | ETR |
Entergy Corp /De/
|
81,518 | $9,363,157 | |
| 7 | ED |
Consolidated Edison Inc
|
84,010 | $9,294,026 | |
| 8 | EXC |
Exelon Corp
|
182,426 | $8,504,700 |
All Filings in MGEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,092 | 6,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $364,345 | 4,714 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $373,279 | 4,760 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $434,452 | 5,161 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $428,934 | 4,850 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $485,623 | 5,224 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $501,182 | 5,334 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $447,647 | 4,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,134 | 4,164 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $249,148 | 3,165 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $205,794 | 2,846 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $206,763 | 3,018 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $297,295 | 3,758 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $241,398 | 3,108 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||