13F Insight
DOSSIER · 13F-HR · Q2 2026

Magellan Asset Management Ltd

$4.5B in tracked AUM across 78 positions as of Q2 2026.

MA
CIK 0001536105 · last filed Jun 30, 2026
Total AUM
$4.5B
as of Q2 2026
Holdings
78
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Magellan Asset Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ES
EVERSOURCE ENERGY
$248M3.4M5.6%02
AMT
AMERICAN TOWER CORP
$230M1.4M5.1%03
XEL
XCEL ENERGY INC
$226M2.8M5.1%04
CCI
CROWN CASTLE INC
$211M2.8M4.7%05
SRE
SEMPRA
$208M2.2M4.6%06
CMS
CMS ENERGY CORP
$194M2.5M4.3%07
EVRG
EVERGY INC
$188M2.2M4.2%08
D
DOMINION ENERGY INC
$184M2.7M4.1%09
MSFT
MICROSOFT CORP
$170M456K3.8%10
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$165M344K3.7%

Filing history

2026Q2Jun 30
$4.5B▼ 42.0%
78 positionsView →2026Q1Mar 31
$7.7B▼ 6.3%
79 positionsView →2025Q4Dec 31
$8.2B▼ 2.6%
80 positionsView →2025Q3Sep 30
$8.4B▼ 3.5%
82 positionsView →2025Q2Jun 30
$8.7B▲ 6.4%
84 positionsLocked2025Q1Mar 31
$8.2B▼ 9.6%
87 positionsLocked2024Q4Dec 31
$9.1B▼ 9.4%
87 positionsLocked2024Q3Sep 30
$10.0B▼ 4.4%
117 positionsLocked2024Q2Jun 30
$10.5B▲ 0.3%
154 positionsLocked2024Q1Mar 31
$10.5B▲ 4.3%
155 positionsLocked2023Q4Dec 31
$10.0B▲ 6.7%
154 positionsLocked2023Q3Sep 30
$9.4B▼ 16.3%
156 positionsLocked
Showing 12 of 55