Position in MGEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$167,320
+$28,894 QoQ
Shares Held
2,052
+14.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 334 holders
Holding Since
Jun 2023
13 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, 2026Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. MGEE ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
133,520 | $12,779,199 | |
| 2 | NEE |
Nextera Energy Inc
|
139,958 | $12,284,113 | |
| 3 | DUK |
Duke Energy CORP
|
76,905 | $9,734,634 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,785 | $3,938,075 | |
| 5 | D |
Dominion Energy, Inc
|
50,751 | $3,465,785 | |
| 6 | ETR |
Entergy Corp /De/
|
25,742 | $2,956,726 | |
| 7 | EIX |
Edison International
|
26,859 | $1,999,652 | |
| 8 | ED |
Consolidated Edison Inc
|
17,977 | $1,988,795 |
All Filings in MGEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,320 | 2,052 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $138,426 | 1,791 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $137,548 | 1,754 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $146,304 | 1,738 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $152,735 | 1,727 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $161,936 | 1,742 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $160,389 | 1,707 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,103 | 23 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,120 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $787 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $795 | 11 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $205 | 3 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237 | 3 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||