§ 13F · FUND PROFILE
Magellan Asset Management Ltd.
AUM · $4.5B (13F)Positions · 78Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ES | EVERSOURCE ENERGY | 3.44M | $248M | 5.6% | −44% |
| 2 | AMT | AMERICAN TOWER CORP | 1.41M | $230M | 5.1% | −6% |
| 3 | XEL | XCEL ENERGY INC | 2.82M | $226M | 5.1% | +22% |
| 4 | CCI | CROWN CASTLE INC | 2.78M | $211M | 4.7% | −3% |
| 5 | SRE | SEMPRA | 2.24M | $208M | 4.6% | −1% |
| 6 | CMS | CMS ENERGY CORP | 2.54M | $194M | 4.3% | +26% |
| 7 | EVRG | EVERGY INC | 2.17M | $188M | 4.2% | −3% |
| 8 | D | DOMINION ENERGY INC | 2.69M | $184M | 4.1% | −3% |
| 9 | MSFT | MICROSOFT CORP | 456K | $170M | 3.8% | −62% |
| 10 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 344K | $165M | 3.7% | −71% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MAGELLAN SIGNAL
AC read
Magellan Asset Management Ltd is a Other fund managing $4.5 billion in assets. The fund runs a portfolio of 78 positions.
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