CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MGEE — Mge Energy Inc
CIK 884546
SAN FRANCISCO, CA
Position in MGEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,434,185
+$3,115,295 QoQ
Shares Held
434,562
+3.9% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. MGEE ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,434,185 | 434,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,318,890 | 418,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $33,053,010 | 421,487 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,959,338 | 427,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,740,620 | 426,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $39,724,410 | 427,328 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $40,673,122 | 432,877 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $38,908,408 | 425,461 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,145,687 | 416,832 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,025,992 | 394,131 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,401,151 | 378,940 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $25,581,359 | 373,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,168,173 | 368,704 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,716,384 | 356,848 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,044,659 | 355,748 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,855,122 | 348,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,448,190 | 339,820 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $27,034,527 | 338,821 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $26,988,034 | 328,122 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $23,407,471 | 318,469 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $23,275,080 | 312,669 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,557,352 | 301,966 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,427,050 | 291,690 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $18,040,127 | 287,905 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,707,448 | 289,993 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $18,689,328 | 285,464 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||