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MGEE · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MGEED
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MGEE
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterMGEED
Q3 20201 holders, $413k20 holders, $8.7bn
Q4 2020none listed holders, n.a.28 holders, $7.2bn
Q1 2021none listed holders, n.a.26 holders, $7.4bn
Q2 2021none listed holders, n.a.21 holders, $7.5bn
Q3 2021none listed holders, n.a.16 holders, $7.2bn
Q4 2021none listed holders, n.a.18 holders, $8.2bn
Q1 2022none listed holders, n.a.19 holders, $9.3bn
Q2 2022none listed holders, n.a.20 holders, $9.3bn
Q3 2022none listed holders, n.a.17 holders, $7.5bn
Q4 2022none listed holders, n.a.24 holders, $6.3bn
Q1 2023none listed holders, n.a.19 holders, $6.1bn
Q2 2023none listed holders, n.a.12 holders, $5.7bn
Q3 2023none listed holders, n.a.12 holders, $5.4bn
Q4 2023none listed holders, n.a.15 holders, $6.4bn
Q1 2024none listed holders, n.a.10 holders, $6.5bn
Q2 2024none listed holders, n.a.9 holders, $6.2bn
Q3 2024none listed holders, n.a.14 holders, $7.4bn
Q4 2024none listed holders, n.a.13 holders, $6.5bn
Q1 2025none listed holders, n.a.16 holders, $7.0bn
Q2 2025none listed holders, n.a.10 holders, $8.8bn
Q3 2025none listed holders, n.a.8 holders, $9.8bn
Q4 2025none listed holders, n.a.12 holders, $10.5bn
Q1 20261 holders, $2.2m11 holders, $10.4bn
Q2 20262 holders, $11m13 holders, $12.4bn
MGEE

Mge Energy Inc

Holders
2
Reported value
$11m
Buyers
16
Sellers
14

Breadth +2 among 91 comparable managers.

Utilities
D

Dominion Res Inc Va New

Holders
13
Reported value
$12.4bn
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q2 2026

Among the 13 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MGEE (0)

None.

Only D (11)

AllianceBernstein LP, Capital Research Global Investors, Dodge & Cox, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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