Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,570,389
-$237,376 QoQ
Shares Held
43,787
-11.1% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. MGEE ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,570,389 | 43,787 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $3,807,765 | 49,266 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,208,407 | 53,665 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,130,043 | 84,700 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,023,478 | 56,801 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,155,748 | 87,734 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $13,718,910 | 146,008 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $5,449,046 | 59,585 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,837,019 | 51,352 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $16,117,524 | 204,745 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $22,564,189 | 312,048 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $19,060,507 | 278,215 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $23,009,220 | 290,851 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $13,714,811 | 176,578 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $4,940,951 | 70,184 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,718,527 | 56,659 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,138,530 | 53,174 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $3,577,303 | 44,834 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,642,261 | 80,757 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,904,605 | 25,913 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,556,146 | 47,772 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,953,312 | 97,399 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,683,802 | 95,442 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,339,410 | 37,335 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,468,022 | 38,258 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $7,535,530 | 115,099 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||