Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,212,261
-$327,256 QoQ
Shares Held
27,131
-17.4% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 334 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SEI INVESTMENTS CO holds $1,266,725,901 across 34 Utilities - Regulated Electric names. MGEE ranks #30 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,086,081 | $148,586,740 | |
| 2 | NEE |
Nextera Energy Inc
|
1,057,257 | $92,795,445 | |
| 3 | EXC |
Exelon Corp
|
1,958,736 | $91,316,271 | |
| 4 | XEL |
Xcel Energy Inc
|
1,105,703 | $88,787,950 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
731,639 | $85,433,485 | |
| 6 | ETR |
Entergy Corp /De/
|
741,192 | $85,133,312 | |
| 7 | DUK |
Duke Energy CORP
|
578,664 | $73,247,288 | |
| 8 | EIX |
Edison International
|
926,961 | $69,012,245 |
All Filings in MGEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,261 | 27,131 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,539,517 | 32,857 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $877,832 | 11,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $971,352 | 11,539 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $869,541 | 9,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,886 | 6,195 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,055,640 | 11,235 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $911,939 | 9,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $397,958 | 5,326 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $445,633 | 5,661 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $528,440 | 7,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $500,807 | 7,310 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $675,994 | 8,545 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $724,893 | 9,333 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $547,615 | 8,344 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $671,984 | 8,634 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||