Position in MGEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$332,519
+$3,729 QoQ
Shares Held
4,078
-4.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 334 holders
Holding Since
Mar 2021
11 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, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. MGEE ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in MGEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,519 | 4,078 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $328,790 | 4,254 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $332,578 | 4,241 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $364,161 | 4,326 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $382,767 | 4,328 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $407,349 | 4,382 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $370,670 | 3,945 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $321,171 | 3,512 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $255,616 | 3,421 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $202,544 | 2,573 | Shares | Defined | 2024-05-14 | |
| 2021-03-31 | $226,234 | 3,169 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||