Position in MGEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$806,185
+$52,685 QoQ
Shares Held
9,887
+1.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 335 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. MGEE ranks #29 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in MGEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,185 | 9,887 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $753,500 | 9,749 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $775,730 | 9,892 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $950,476 | 11,291 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,204,375 | 13,618 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,241,108 | 13,351 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,290,352 | 13,733 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,280,025 | 13,997 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,083,888 | 14,506 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,288,646 | 16,370 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||