Position in MGEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,060
+$56 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 334 holders
Holding Since
Mar 2021
17 quarters on record
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. MGEE ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in MGEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060 | 13 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,004 | 13 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,019 | 13 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,094 | 13 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,149 | 13 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,208 | 13 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,221 | 13 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,188 | 13 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $971 | 13 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $940 | 13 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $890 | 13 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,028 | 13 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,009 | 13 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $853 | 13 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,011 | 13 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $987 | 12 | Shares | Sole | 2022-01-14 | |
| 2021-03-31 | $11,636 | 163 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||