Position in MGEE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,585,953
+$772,090 QoQ
Shares Held
19,450
+84.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. MGEE ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,953 | 19,450 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $813,863 | 10,530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $836,349 | 10,665 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,188,369 | 14,117 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,140,433 | 12,895 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,147,777 | 12,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,140,580 | 12,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,150,989 | 12,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $939,977 | 12,580 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $836,557 | 10,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $792,951 | 10,966 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $705,515 | 10,298 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $749,646 | 9,476 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $765,360 | 9,854 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $693,721 | 9,854 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $648,096 | 9,875 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $767,948 | 9,867 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $786,968 | 9,863 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $906,559 | 11,022 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $968,877 | 13,182 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $874,818 | 11,752 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $839,974 | 11,766 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $770,750 | 11,006 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $689,322 | 11,001 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $709,739 | 11,002 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $774,051 | 11,823 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||