Position in MGEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,990,078
+$919,733 QoQ
Shares Held
48,934
+23.2% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#54
of 334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $222,459,976 across 20 Utilities - Regulated Electric names. MGEE ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
223,640 | $24,741,293 | |
| 2 | DTE |
Dte Energy Co
|
154,854 | $23,595,103 | |
| 3 | AEE |
Ameren Corp
|
201,750 | $22,805,820 | |
| 4 | EXC |
Exelon Corp
|
465,479 | $21,700,630 | |
| 5 | AEP |
American Electric Power Co Inc
|
155,495 | $21,273,270 | |
| 6 | EIX |
Edison International
|
243,047 | $18,094,849 | |
| 7 | OGE |
Oge Energy Corp.
|
355,297 | $17,288,752 | |
| 8 | ETR |
Entergy Corp /De/
|
146,979 | $16,882,007 |
All Filings in MGEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,990,078 | 48,934 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,070,345 | 39,725 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,123,143 | 27,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,296,261 | 27,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,803,291 | 20,390 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,905,400 | 20,497 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,925,897 | 20,497 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,089,352 | 11,912 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $530,512 | 7,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,230,216 | 28,331 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,048,469 | 28,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,946,299 | 28,409 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,247,435 | 28,409 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,206,526 | 28,409 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,999,923 | 28,408 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,731,319 | 26,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,041,480 | 26,230 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,084,911 | 26,130 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,145,079 | 26,080 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,946,280 | 26,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $804,696 | 10,810 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $778,864 | 10,910 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $714,866 | 10,208 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $977,809 | 15,605 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $787,344 | 12,205 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $799,061 | 12,205 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||