JONES FINANCIAL COMPANIES LLLP

Position in MGEE — Mge Energy Inc

CIK 815917 DES PERES, MO

Position in MGEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$451,486

+$72,302 QoQ

Shares Held

5,537

+12.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#171

of 334 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. MGEE ranks #29 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,743,676	$220,714,507
2	NGG	National Grid PLC	2,272,626	$188,332,516
3	NEE	Nextera Energy Inc	2,009,730	$176,394,002
4	SO	Southern Co	964,398	$92,302,531
5	D	Dominion Energy, Inc	1,190,474	$81,297,468
6	AEP	American Electric Power Co Inc	570,666	$78,072,814
7	EVRG	Evergy, Inc.	742,711	$64,192,511
8	DTE	Dte Energy Co	409,786	$62,439,092

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,486	5,537	+12.9%	Shares	Sole	2026-08-14
2026-03-31	$379,184	4,906	+65.9%	Shares	Sole	2026-05-15
2025-12-31	$231,966	2,958	+233.1%	Shares	Sole	2026-02-17
2025-09-30	$74,751	888	-75.2%	Shares	Sole	2025-11-04
2025-06-30	$317,057	3,585	+1263.1%	Shares	Sole	2025-08-13
2025-03-31	$24,448	263	+2530.0%	Shares	Sole	2025-05-28
2024-12-31	$939	10	+42.9%	Shares	Sole	2025-02-06
2024-09-30	$640	7	+75.0%	Shares	Sole	2024-11-12
2024-06-30	$298	4	-94.4%	Shares	Sole	2024-08-14
2022-03-31	$5,744	72	-95.2%	Shares	Sole	2022-05-02
2021-06-30	$111,660	1,500	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.