MORGAN STANLEY

Position in MGEE — Mge Energy Inc

CIK 895421 NEW YORK, NY

Back to MGEE Full portfolio

Position in MGEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$44,477,457

+$20,796,346 QoQ

Shares Held

545,468

+78.0% QoQ

Ownership

1.48%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 334 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in MGEE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. MGEE ranks #33 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in MGEE

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,477,457	545,468	+78.0%	Shares	Defined	2026-08-13
2026-03-31	$23,681,111	306,393	-6.8%	Shares	Defined	2026-05-15
2025-12-31	$25,769,591	328,610	-2.9%	Shares	Defined	2026-05-27
2025-09-30	$28,475,733	338,272	+0.7%	Shares	Defined	2026-05-27
2025-06-30	$29,707,700	335,908	+1.5%	Shares	Defined	2025-08-15
2025-03-31	$30,775,892	331,066	-8.8%	Shares	Defined	2025-05-15
2024-12-31	$34,123,636	363,172	-1.6%	Shares	Defined	2025-05-15
2024-09-30	$33,738,277	368,926	+13.1%	Shares	Defined	2025-05-14
2024-06-30	$24,380,832	326,296	+6.4%	Shares	Defined	2025-05-14
2024-03-31	$24,140,506	306,663	+40.6%	Shares	Defined	2024-10-17
2023-12-31	$15,772,110	218,118	+28.8%	Shares	Defined	2024-08-16
2023-09-30	$11,598,672	169,299	-6.8%	Shares	Defined	2023-11-15
2023-06-30	$14,376,103	181,723	+14.8%	Shares	Defined	2023-08-14
2023-03-31	$12,296,090	158,312	+21.1%	Shares	Defined	2023-05-15
2022-12-31	$9,200,222	130,685	-6.1%	Shares	Defined	2023-02-14
2022-09-30	$9,133,068	139,160	-15.3%	Shares	Defined	2022-11-14
2022-06-30	$12,793,768	164,381	+66.9%	Shares	Defined	2022-10-27
2022-03-31	$7,859,233	98,499	+9.3%	Shares	Defined	2022-10-27
2021-12-31	$7,410,394	90,096	-17.6%	Shares	Defined	2022-02-14
2021-09-30	$8,032,887	109,291	-8.3%	Shares	Defined	2021-11-15
2021-06-30	$8,876,075	119,238	+67.9%	Shares	Defined	2021-08-23
2021-03-31	$5,070,686	71,028	-41.7%	Shares	Defined	2021-05-17
2020-12-31	$8,538,056	121,920	+193.1%	Shares	Defined	2021-02-16
2020-09-30	$2,606,342	41,595	-20.3%	Shares	Defined	2020-11-13
2020-06-30	$3,366,646	52,188	+6.1%	Shares	Defined	2020-08-14
2020-03-31	$3,221,384	49,204	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.