Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,109,847
+$695,286 QoQ
Shares Held
25,875
+41.4% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#78
of 335 holders
Holding Since
Dec 2023
8 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $53,129,097 across 16 Utilities - Regulated Electric names. MGEE ranks #11 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
165,755 | $8,065,638 | |
| 2 | TXNM |
Txnm Energy Inc
|
101,419 | $5,758,570 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
44,044 | $5,143,017 | |
| 4 | EVRG |
Evergy, Inc.
|
56,150 | $4,853,044 | |
| 5 | ETR |
Entergy Corp /De/
|
40,875 | $4,694,902 | |
| 6 | DUK |
Duke Energy CORP
|
32,847 | $4,157,773 | |
| 7 | XEL |
Xcel Energy Inc
|
51,466 | $4,132,719 | |
| 8 | LNT |
Alliant Energy Corp
|
34,176 | $2,607,287 |
All Filings in MGEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,109,847 | 25,875 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,414,561 | 18,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $813,764 | 10,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $975,056 | 11,583 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,016,440 | 11,493 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,144,244 | 12,309 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $211,034 | 2,246 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $262,196 | 3,626 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||