Position in MGEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,223
-$1,249 QoQ
Shares Held
15
-53.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 335 holders
Holding Since
Sep 2024
8 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, 2026Caitlin John, LLC holds $1,330,859 across 13 Utilities - Regulated Electric names. MGEE ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
4,958 | $548,502 | |
| 2 | EIX |
Edison International
|
4,619 | $343,883 | |
| 3 | NEE |
Nextera Energy Inc
|
1,719 | $150,876 | |
| 4 | CMS |
Cms Energy Corp
|
1,468 | $112,302 | |
| 5 | DTE |
Dte Energy Co
|
500 | $76,185 | |
| 6 | DUK |
Duke Energy CORP
|
267 | $33,796 | |
| 7 | AEP |
American Electric Power Co Inc
|
200 | $27,362 | |
| 8 | XEL |
Xcel Energy Inc
|
244 | $19,593 |
All Filings in MGEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223 | 15 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,472 | 32 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,391 | 56 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $897,190 | 10,658 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $917,034 | 10,369 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $469,540 | 5,051 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,397,561 | 14,874 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,311,941 | 14,346 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||