Position in MGEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$982,720
-$582,479 QoQ
Shares Held
12,052
-40.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. MGEE ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,720 | 12,052 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,565,199 | 20,251 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $5,803 | 74 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,027 | 131 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $9,816 | 111 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $10,783 | 116 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $6,577 | 70 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $6,218 | 68 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $4,184 | 56 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $13,697 | 174 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $9,400 | 130 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $8,906 | 130 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $10,284 | 130 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $13,203 | 170 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $14,643 | 208 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $20,345 | 310 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $31,132 | 400 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $31,916 | 400 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $61,358 | 746 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $54,831 | 746 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $55,532 | 746 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $53,256 | 746 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $52,242 | 746 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $47,433 | 757 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $14,514 | 225 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $14,861 | 227 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||