UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MGEE — Mge Energy Inc
CIK 861177
NEW YORK, NY
Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,373,074
+$101,358 QoQ
Shares Held
65,895
-3.4% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 334 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. MGEE ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in MGEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,373,074 | 65,895 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,271,716 | 68,207 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,388,234 | 68,710 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,143,200 | 72,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,651,179 | 120,434 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,051,077 | 86,608 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $6,849,023 | 72,893 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,614,210 | 72,326 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,898,095 | 78,936 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,629,048 | 58,804 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,100,191 | 56,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,859,645 | 56,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,716,536 | 59,620 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,630,683 | 59,620 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,771,884 | 57,472 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,176,782 | 66,514 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,426,195 | 68,006 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,455,233 | 54,167 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,536,598 | 48,117 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,692,444 | 49,603 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,293,647 | 46,136 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,283,705 | 46,890 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $2,938,124 | 46,890 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,706,386 | 41,953 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,847,747 | 43,497 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||