Position in MGEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,368
+$12,422 QoQ
Shares Held
213
+232.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#275
of 334 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. MGEE ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
109,458 | $10,476,225 | |
| 2 | ED |
Consolidated Edison Inc
|
47,228 | $5,224,833 | |
| 3 | DUK |
Duke Energy CORP
|
36,220 | $4,584,727 | |
| 4 | EIX |
Edison International
|
50,100 | $3,729,945 | |
| 5 | PCG |
PG&E Corp
|
210,995 | $3,548,935 | |
| 6 | D |
Dominion Energy, Inc
|
51,734 | $3,532,914 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
26,427 | $3,085,880 | |
| 8 | ES |
Eversource Energy
|
39,154 | $2,829,659 |
All Filings in MGEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,368 | 213 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,946 | 64 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,489 | 19 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $505 | 6 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,864 | 55 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,324 | 25 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,349 | 25 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,829 | 20 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,120 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $393 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||