Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$322,978
+$11,192 QoQ
Shares Held
3,961
-1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 334 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $16,150,451,221 across 35 Utilities - Regulated Electric names. MGEE ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,455,018 | $3,901,816,925 | |
| 2 | SO |
Southern Co
|
23,578,266 | $1,934,133,856 | |
| 3 | DUK |
Duke Energy CORP
|
10,537,072 | $1,333,782,568 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,148,318 | $1,251,581,380 | |
| 5 | ETR |
Entergy Corp /De/
|
9,451,550 | $1,085,605,028 | |
| 6 | PPL |
PPL Corp
|
20,938,277 | $821,706,554 | |
| 7 | AEE |
Ameren Corp
|
6,099,146 | $689,447,460 | |
| 8 | XEL |
Xcel Energy Inc
|
7,869,605 | $631,929,277 |
All Filings in MGEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,978 | 3,961 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $311,786 | 4,034 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $343,791 | 4,384 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $606,262 | 7,202 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $459,443 | 5,195 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $479,300 | 5,156 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $457,020 | 4,864 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $441,153 | 4,824 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $409,987 | 5,487 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $420,521 | 5,342 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $259,085 | 3,583 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $237,934 | 3,473 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $283,133 | 3,579 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $267,106 | 3,439 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $244,146 | 3,468 | Shares | Defined | 2023-02-10 | |
| 2022-06-30 | $241,972 | 3,109 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $242,721 | 3,042 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $250,203 | 3,042 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||