account_balance
Investment manager · 13F filer · SEC CIK 1536105
Magellan Asset Management Ltd
Reported value$4.47Bas of Jun 30, 2026
Positions78 2 new, 3 sold out
Top 10 weight45.2%ES alone is 6%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ESEversource Energy
5.6%Trimmed −44%
AMTAmerican Tower Corp
5.1%Trimmed −6%
XELXcel Energy Inc
5.1%Added +22%
CCICrown Castle Inc
4.7%Trimmed −3%
SRESempra
4.6%
CMSCMS Energy Corp
4.3%Added +26%
EVRGEvergy Inc
4.2%Trimmed −3%
DDominion Energy Inc
4.1%Trimmed −3%
MSFTMicrosoft Corp
3.8%Trimmed −62%
TSMTaiwan Semiconductor Manufac
3.7%Trimmed −71%
LNTAlliant Energy Corp
3.4%Trimmed −2%
AMZNAmazon Com Inc
3.3%Trimmed −72%
ES5.6%AMT5.1%XEL5.1%
CCICrown Castle Inc
4.7%Trimmed −3%
SRESempra
4.6%
CMSCMS Energy Corp
4.3%Added +26%
EVRG4.2%D4.1%MSFT3.8%TSM3.7%LNT3.4%AMZN3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ES Eversource Energy 5.6% Trimmed −44%AMT American Tower Corp 5.1% Trimmed −6%XEL Xcel Energy Inc 5.1% Added +22%CCI Crown Castle Inc 4.7% Trimmed −3%SRE Sempra 4.6% HeldCMS CMS Energy Corp 4.3% Added +26%EVRG Evergy Inc 4.2% Trimmed −3%D Dominion Energy Inc 4.1% Trimmed −3%MSFT Microsoft Corp 3.8% Trimmed −62%TSM Taiwan Semiconductor Manufac 3.7% Trimmed −71%LNT Alliant Energy Corp 3.4% Trimmed −2%AMZN Amazon Com Inc 3.3% Trimmed −72%
What changed