Position in MGEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$57,157,009
+$4,270,016 QoQ
Shares Held
700,969
+2.4% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. MGEE ranks #29 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,157,009 | 700,969 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $52,886,993 | 684,267 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $53,898,770 | 687,309 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,412,389 | 705,778 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $63,972,098 | 723,339 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $68,772,178 | 739,804 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $72,312,741 | 769,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,177,538 | 767,387 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $58,535,347 | 783,396 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $60,052,573 | 762,863 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $54,886,469 | 759,044 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $51,516,708 | 751,959 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $59,658,589 | 754,122 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $58,354,245 | 751,310 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,610,481 | 747,308 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $49,124,774 | 748,511 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,991,052 | 745,099 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $59,431,262 | 744,846 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,241,462 | 732,419 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $54,305,769 | 738,854 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,313,163 | 743,057 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $55,705,688 | 780,301 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $56,821,151 | 811,383 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $51,986,558 | 829,661 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $55,377,125 | 858,427 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $57,772,102 | 882,421 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||