Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,013,718
+$50,730 QoQ
Shares Held
36,960
-3.6% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026US BANCORP \DE\ holds $538,294,445 across 39 Utilities - Regulated Electric names. MGEE ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,840,822 | $249,338,944 | |
| 2 | DUK |
Duke Energy CORP
|
342,686 | $43,377,192 | |
| 3 | SO |
Southern Co
|
413,796 | $39,602,527 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
320,628 | $37,439,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
208,156 | $28,477,821 | |
| 6 | CMS |
Cms Energy Corp
|
353,973 | $27,078,934 | |
| 7 | XEL |
Xcel Energy Inc
|
248,969 | $19,992,209 | |
| 8 | AEE |
Ameren Corp
|
95,687 | $10,816,457 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,013,718 | 36,960 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,962,988 | 38,336 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,152,483 | 40,200 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,409,541 | 40,503 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,687,505 | 41,695 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $3,669,966 | 39,479 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,699,392 | 39,372 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $2,993,797 | 32,737 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,486,307 | 33,275 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,623,422 | 33,326 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $2,433,954 | 33,660 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,412,099 | 35,208 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $2,789,655 | 35,263 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,785,168 | 35,859 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $2,742,149 | 38,951 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,626,118 | 40,014 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $2,472,269 | 31,765 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $2,616,473 | 32,792 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,726,669 | 33,151 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,281,734 | 31,044 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,279,427 | 30,621 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,206,950 | 30,914 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $2,162,946 | 30,886 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $1,959,252 | 31,268 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,595,719 | 24,736 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $1,670,335 | 25,513 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||