Position in MGEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$293,788
+$61,532 QoQ
Shares Held
3,603
+19.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. MGEE ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,788 | 3,603 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $232,256 | 3,005 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $243,102 | 3,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,720 | 4,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $353,760 | 4,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $371,840 | 4,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $375,840 | 4,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,800 | 4,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $310,088 | 4,150 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $342,432 | 4,350 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $314,548 | 4,350 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $298,018 | 4,350 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $373,161 | 4,717 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $366,369 | 4,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $332,076 | 4,717 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $309,576 | 4,717 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $629,800 | 8,092 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $645,660 | 8,092 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $682,017 | 8,292 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $598,437 | 8,142 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $606,090 | 8,142 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $588,110 | 8,238 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $576,907 | 8,238 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $523,398 | 8,353 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $340,290 | 5,275 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $345,354 | 5,275 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||