Position in MGEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$188,275
+$16,847 QoQ
Shares Held
2,309
+4.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#233
of 334 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MGEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. MGEE ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in MGEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,275 | 2,309 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $171,428 | 2,218 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $245,768 | 3,134 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $264,745 | 3,145 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $277,613 | 3,139 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $275,718 | 2,966 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $296,349 | 3,154 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $411,890 | 4,504 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326,302 | 4,367 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $151,536 | 1,925 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $87,179 | 1,102 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $105,087 | 1,353 | Shares | Defined | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||