Magellan Asset Management Ltd — 13F holdings

Magellan Asset Management Ltd reported 78 holdings worth $4.47B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. ES EVERSOURCE ENERGY — $248M (5.6%)
  2. AMT AMERICAN TOWER CORP NEW — $230M (5.1%)
  3. XEL XCEL ENERGY INC — $226M (5.1%)
  4. CCI CROWN CASTLE INC — $211M (4.7%)
  5. SRE SEMPRA — $208M (4.6%)
  6. CMS CMS ENERGY CORP — $194M (4.3%)
  7. EVRG EVERGY INC — $188M (4.2%)
  8. D Dominion Energy Inc — $184M (4.1%)
  9. MSFT MICROSOFT CORP — $170M (3.8%)
  10. TSM TAIWAN SEMICONDUCTOR MFG LTD — $165M (3.7%)