Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$115,786
+$9,822 QoQ
Shares Held
1,420
+3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#241
of 334 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. MGEE ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in MGEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,786 | 1,420 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $105,964 | 1,371 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $98,887 | 1,261 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,701 | 139 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,762 | 133 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $10,597 | 114 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,986 | 85 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,773 | 85 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,138 | 42 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,416 | 18 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $31,680 | 450 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $29,533 | 450 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $35,023 | 450 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $35,905 | 450 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $37,012 | 450 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||