Position in MGEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,216,589
+$190,995 QoQ
Shares Held
39,448
+0.8% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. MGEE ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,216,589 | 39,448 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,025,594 | 39,146 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,169,109 | 40,412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,312,567 | 39,351 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,302,871 | 48,653 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,411,044 | 47,451 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,421,569 | 47,058 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,226,910 | 46,221 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,316,820 | 44,390 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,137,916 | 52,565 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,836,623 | 53,058 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,377,474 | 49,299 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,747,094 | 34,725 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,692,042 | 34,660 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,421,971 | 34,403 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,260,822 | 34,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,634,234 | 33,846 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,977,036 | 24,778 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,025,653 | 24,628 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,121,389 | 15,257 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,134,688 | 15,243 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,057,928 | 14,819 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,039,595 | 14,845 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $894,659 | 14,278 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $811,664 | 12,582 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $823,481 | 12,578 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||