Position in MGEE
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,623
-$1,042 QoQ
Shares Held
21
-38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Blue Trust, Inc. holds $24,738,490 across 34 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
87,376 | $8,362,756 | |
| 2 | DUK |
Duke Energy CORP
|
32,213 | $4,077,521 | |
| 3 | NEE |
Nextera Energy Inc
|
33,463 | $2,937,047 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,717 | $1,251,423 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,548 | $1,032,641 | |
| 6 | D |
Dominion Energy, Inc
|
13,704 | $935,846 | |
| 7 | LNT |
Alliant Energy Corp
|
11,012 | $840,104 | |
| 8 | NGG |
National Grid PLC
|
7,797 | $646,137 |
All Filings in MGEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,623 | 21 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,665 | 34 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $55,895 | 664 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $58,724 | 664 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $65,071 | 700 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $71,032 | 756 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $236,031 | 2,581 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $221,095 | 2,959 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,361 | 30 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $4,049 | 56 | Shares | Defined | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||