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Mge Energy Inc

MGEE
Exchange
Nasdaq
Industry
Electric, Gas & Sanitary Services
SEC CIK
0001161728

In the last 90 days, Mge Energy Inc insiders filed 2 open-market purchases and 0 sales; 337 institutions reported holding it in 13F filings for Q2 2026, worth $2.16B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Mge Energy Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
178
No complete 13F data for Q4 2020
Shares held
17.9M
No complete 13F data for Q4 2020
Total value
$1.28B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MGEE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 178 institutions
Q1 2021: 178 institutionsQ2 2021: 173 institutionsQ3 2021: 181 institutionsQ4 2021: 184 institutionsQ1 2022: 194 institutionsQ2 2022: 205 institutionsQ3 2022: 198 institutionsQ4 2022: 200 institutionsQ1 2023: 208 institutionsQ2 2023: 198 institutionsQ3 2023: 201 institutionsQ4 2023: 229 institutionsQ1 2024: 226 institutionsQ2 2024: 255 institutionsQ3 2024: 267 institutionsQ4 2024: 294 institutionsQ1 2025: 295 institutionsQ2 2025: 295 institutionsQ3 2025: 305 institutionsQ4 2025: 314 institutionsQ1 2026: 317 institutionsQ2 2026: 337 institutions
Value heldQ1 2021: $1.28B
Q1 2021: $1.28BQ2 2021: $1.34BQ3 2021: $1.33BQ4 2021: $1.50BQ1 2022: $1.47BQ2 2022: $1.43BQ3 2022: $1.21BQ4 2022: $1.29BQ1 2023: $1.45BQ2 2023: $1.55BQ3 2023: $1.32BQ4 2023: $1.37BQ1 2024: $1.82BQ2 2024: $1.65BQ3 2024: $2.02BQ4 2024: $2.14BQ1 2025: $2.09BQ2 2025: $1.98BQ3 2025: $1.84BQ4 2025: $1.71BQ1 2026: $1.68BQ2 2026: $2.16B
Institutions holding MGEE and their total value by quarter
QuarterHoldersValue
Q2 2026337$2.16B
Q1 2026317$1.68B
Q4 2025314$1.71B
Q3 2025305$1.84B
Q2 2025295$1.98B
Q1 2025295$2.09B
Q4 2024294$2.14B
Q3 2024267$2.02B
Q2 2024255$1.65B
Q1 2024226$1.82B
Q4 2023229$1.37B
Q3 2023201$1.32B
Q2 2023198$1.55B
Q1 2023208$1.45B
Q4 2022200$1.29B
Q3 2022198$1.21B
Q2 2022205$1.43B
Q1 2022194$1.47B
Q4 2021184$1.50B
Q3 2021181$1.33B
Q2 2021173$1.34B
Q1 2021178$1.28B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Mge Energy Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MGEE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC21$1.00K0.00%––
RBA Wealth Management, LLC20$1.43K0.00%––
TD Private Client Wealth LLC22$1.57K0.00%––
TCI Wealth Advisors, Inc.27$2.00K0.00%––
Berman Capital Advisors, LLC34$2.00K0.00%––
Rockefeller Capital Management L.P.32$2.00K0.00%––
Lindbrook Capital, LLC35$2.00K0.00%––
Whittier Trust Co45$3.00K0.00%––
Manchester Capital Management LLC44$3.00K0.00%––
Creative Financial Designs Inc55$4.00K0.00%––
Private Capital Group, LLC69$5.00K0.00%––
Parallel Advisors, LLC129$9.00K0.00%––
Versant Capital Management, Inc131$9.00K0.00%––
Carroll Financial Associates, Inc.150$10.0K0.00%––
Quadrant Capital Group LLC139$10.0K0.00%––
Bartlett & Co. Wealth Management LLC150$10.7K0.00%––
Bartlett & Co. LLC150$11.0K0.00%––
Spire Wealth Management163$12.0K0.00%––
Mascoma Wealth Management LLC180$13.0K0.01%––
Heritage Wealth Management, LLC200$14.0K0.01%––
Eaton Vance Management244$17.0K0.00%––
Monetary Management Group Inc300$21.0K0.01%––
NEXT Financial Group, Inc292$21.0K0.00%––
Steward Partners Investment Advisory, LLC300$21.4K0.00%––
Gradient Investments LLC312$22.0K0.00%––
Tradition Wealth Management, LLC337$24.0K0.00%––
Truehand, Inc375$27.0K0.02%––
Total Clarity Wealth Management, Inc.450$32.0K0.02%––
Enterprise Financial Services Corp600$43.0K0.01%––
C M Bidwell & Associates Ltd600$43.0K0.03%––
Huntington National Bank675$48.0K0.00%––
Washington Trust Co670$48.0K0.00%––
Acadian Asset Management LLC686$49.0K0.00%––
Signaturefd, LLC710$51.0K0.00%––
Bollard Group LLC715$51.0K0.00%––
Fifth Third Bancorp746$53.0K0.00%––
Ellevest, Inc.750$54.0K0.01%––
FMR LLC835$60.0K0.00%––
First Personal Financial Services867$62.0K0.02%––
IFP Advisors, Inc905$65.0K0.00%––
Captrust Financial Advisors933$67.0K0.00%––
IAG Wealth Partners, LLC928$67.0K0.03%––
Public Employees Retirement System of Ohio1,049$75.0K0.00%––
Northern Oak Wealth Management Inc1,068$76.0K0.01%––
International Assets Investment Management, LLC1,082$76.0K0.01%––
Stephenson National Bank & Trust1,272$91.0K0.06%––
Raffa Wealth Management, LLC1,500$107.1K0.04%––
PEAK6 Investments LLC1,783$127.0K0.00%––
American State Bank (Iowa)1,800$128.5K0.11%––
NN Investment Partners Holdings N.V.1,800$129.0K0.00%––
Interactive Financial Advisors1,820$130.0K0.05%––
North Star Investment Management Corp.2,035$145.0K0.01%––
Benjamin F. Edwards & Company, Inc.2,104$150.0K0.01%––
HM Payson & Co2,196$157.0K0.00%––
Great West Life Assurance Co2,457$174.0K0.00%––
Millennium Management LLC2,807$200.0K0.00%––
Column Capital Advisors, LLC2,850$203.0K0.05%––
The PNC Financial Services Group, Inc.2,919$209.0K0.00%––
NorthRock Partners, LLC2,955$211.0K0.02%––
Tower Research Capital LLC (TRC)3,021$216.0K0.00%––
AdvisorNet Financial, Inc3,052$218.0K0.02%––
Ameritas Investment Partners, Inc.3,067$219.0K0.01%––
Geneos Wealth Management Inc.2,960$221.0K0.01%––
David Loasby3,108$222.0K0.03%––
MBE Wealth Management, LLC3,123$223.0K0.12%––
Stifel Financial Corp3,169$226.0K0.00%––
Cetera Advisor Networks LLC3,184$227.0K0.00%––
Pictet Asset Management Ltd3,200$228.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund3,237$231.0K0.00%––
Citigroup Inc3,257$233.0K0.00%––
Zacks Investment Management3,382$241.0K0.00%––
Cambridge Investment Research Advisors, Inc.3,458$247.0K0.00%––
Peregrine Asset Advisers, Inc.3,474$248.0K0.13%––
Amalgamated Bank3,541$253.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,718$265.0K0.00%––
CIBC Private Wealth Group, LLC3,843$274.0K0.00%––
Ergoteles LLC3,959$283.0K0.01%––
Teacher Retirement System of Texas3,988$285.0K0.00%––
Landaas & Co3,986$285.0K0.17%––
Isthmus Partners, LLC4,004$286.0K0.05%––
Associated Banc-Corp4,392$288.0K0.02%––
Paloma Partners Management Co4,470$319.0K0.01%––
Panagora Asset Management Inc4,517$322.0K0.00%––
Savant Capital, LLC4,572$326.0K0.02%––
Van Eck Associates Corp4,737$338.0K0.00%––
Principal Financial Group Inc4,785$342.0K0.00%––
Ameriprise Financial Inc4,853$346.0K0.00%––
Tower View Investment Management & Research LLC5,063$361.0K0.20%––
Advisors Asset Management, Inc.5,135$366.6K0.01%––
Thompson Investment Management, Inc.5,215$372.0K0.06%––
Citadel Advisors LLC5,525$394.0K0.00%––
Macquarie Group Ltd5,777$412.0K0.00%––
RMB Capital Management, LLC6,000$428.0K0.02%––
ICW Investment Advisors LLC6,005$429.0K0.29%––
CWM Advisors, LLC6,080$434.0K0.07%––
Los Angeles Capital Management LLC6,775$484.0K0.00%––
First Business Financial Services, Inc.6,821$487.0K0.06%––
Raymond James Financial Services Advisors, Inc.6,851$489.0K0.00%––
Keybank National Association7,000$500.0K0.00%––
Redpoint Investment Management Pty Ltd7,127$509.0K0.04%––