Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,442,624
+$1,940,902 QoQ
Shares Held
54,484
+68.3% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
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, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. MGEE ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,442,624 | 54,484 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,501,722 | 32,368 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,766,132 | 60,777 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,011,959 | 35,780 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,602,257 | 29,424 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,614,592 | 28,126 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,692,985 | 28,661 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,067,500 | 22,608 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,723,116 | 23,061 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,713,812 | 21,771 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,385,531 | 19,161 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $901,590 | 13,160 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,504,592 | 19,019 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $929,398 | 11,966 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $381,145 | 5,414 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $275,842 | 4,203 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $387,358 | 4,977 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,509,234 | 31,448 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,635,531 | 44,201 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,710,165 | 36,873 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,213,398 | 29,734 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,190,172 | 30,679 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,704,559 | 110,018 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,074,787 | 160,785 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $14,788,013 | 229,236 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,255,293 | 233,012 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||