Position in MGEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$145,222
+$7,801 QoQ
Shares Held
1,781
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 334 holders
Holding Since
Dec 2023
8 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, 2026NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. MGEE ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
80,095 | $7,029,937 | |
| 2 | SO |
Southern Co
|
18,501 | $1,770,729 | |
| 3 | D |
Dominion Energy, Inc
|
16,131 | $1,101,584 | |
| 4 | DUK |
Duke Energy CORP
|
4,285 | $542,394 | |
| 5 | DTE |
Dte Energy Co
|
2,684 | $408,961 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,250 | $344,929 | |
| 7 | LNT |
Alliant Energy Corp
|
2,743 | $209,263 | |
| 8 | EXC |
Exelon Corp
|
4,144 | $193,193 |
All Filings in MGEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,222 | 1,781 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $137,421 | 1,778 | Shares | Defined | 2026-04-28 | |
| 2025-06-30 | $156,273 | 1,767 | Shares | Defined | 2025-07-23 | |
| 2024-12-31 | $165,463 | 1,761 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $160,860 | 1,759 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $138,680 | 1,856 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $145,868 | 1,853 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $133,701 | 1,849 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||