Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,751,836
-$964,333 QoQ
Shares Held
82,804
-17.1% QoQ
Ownership
0.225%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $18,305,113,791 across 40 Utilities - Regulated Electric names. MGEE ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,669,707 | $2,604,110,180 | |
| 2 | XEL |
Xcel Energy Inc
|
29,933,748 | $2,403,679,962 | |
| 3 | ETR |
Entergy Corp /De/
|
17,339,974 | $1,991,669,411 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,269,851 | $1,678,638,313 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,876,783 | $1,207,399,706 | |
| 6 | DUK |
Duke Energy CORP
|
8,867,628 | $1,122,464,349 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,605,748 | $1,004,893,191 | |
| 8 | D |
Dominion Energy, Inc
|
14,599,270 | $996,984,145 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,751,836 | 82,804 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,716,169 | 99,834 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,211,008 | 66,450 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,635,008 | 66,940 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $5,167,635 | 58,431 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,685,495 | 71,918 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,323,522 | 77,943 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,659,387 | 72,820 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,889,876 | 78,826 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,824,511 | 61,287 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,404,640 | 88,572 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,175,066 | 60,941 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,988,249 | 50,414 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,016,625 | 64,589 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,033,918 | 57,300 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,411,380 | 51,979 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,796,778 | 48,783 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,115,008 | 51,573 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,138,238 | 62,471 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $3,768,197 | 51,268 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,165,288 | 55,955 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $5,558,851 | 77,866 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,843,315 | 54,881 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,955,921 | 47,174 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,385,999 | 52,488 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,659,312 | 55,893 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||