Position in MGEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,424
+$333 QoQ
Shares Held
42
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 334 holders
Holding Since
Jun 2024
9 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. MGEE ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in MGEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424 | 42 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,091 | 40 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $548 | 7 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $589 | 7 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,149 | 13 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,208 | 13 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,221 | 13 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,188 | 13 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $523 | 7 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||