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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, Q3 2021

Institutional positions in Mge Energy Inc as of Sep 30, 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
181
+9 vs. Q2 2021
Shares held
18.1M
+72.9K (+0.4%) vs. Q2 2021
Total value
$1.33B
−$11.1M (−0.8%) vs. Q2 2021
New holders
16
53 more added
Sold out
7
54 more reduced

1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 2021: 181 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 heldQ3 2021: $1.33B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q2 2021.

Institutions holding MGEE in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC22$1.62K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC21$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.27$2.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC34$2.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.32$2.00K0.00%00.0%Unchanged
Whittier Trust Co45$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$3.00K0.00%+41New
Versant Capital Management, Inc49$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC60$4.00K0.00%+17+39.5%Added
Lindbrook Capital, LLC50$4.00K0.00%+15+42.9%Added
Private Capital Group, LLC69$5.00K0.00%00.0%Unchanged
Bartlett & Co. LLC150$11.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.150$11.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC145$11.0K0.00%+6+4.3%Added
Bartlett & Co. Wealth Management LLC150$11.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC180$13.0K0.01%+180New
Heritage Wealth Management, LLC200$15.0K0.01%00.0%Unchanged
Parallel Advisors, LLC278$20.0K0.00%+67+31.8%Added
NEXT Financial Group, Inc292$21.0K0.00%00.0%Unchanged
Monetary Management Group Inc300$22.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC300$22.0K0.00%00.0%Unchanged
Gradient Investments LLC312$23.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC337$25.0K0.00%00.0%Unchanged
Truehand, Inc375$28.0K0.02%00.0%Unchanged
Total Clarity Wealth Management, Inc.450$33.0K0.02%+450New
Kowal Investment Group, LLC466$34.0K0.01%+466New
Strategic Asset Management, LLC502$38.0K0.05%+502New
Tower Research Capital LLC (TRC)574$43.0K0.00%−1,041−64.5%Reduced
Enterprise Financial Services Corp600$44.0K0.01%00.0%Unchanged
Washington Trust Co670$49.0K0.00%00.0%Unchanged
Acadian Asset Management LLC686$50.0K0.00%00.0%Unchanged
First Personal Financial Services701$52.0K0.01%−166−19.1%Reduced
Bollard Group LLC722$53.0K0.00%+4+0.6%Added
Fifth Third Bancorp746$55.0K0.00%00.0%Unchanged
Signaturefd, LLC753$55.0K0.00%+43+6.1%Added
Creative Financial Designs Inc774$57.0K0.01%+577+292.9%Added
Ellevest, Inc.797$59.0K0.01%+47+6.3%Added
Captrust Financial Advisors833$61.0K0.00%−77−8.5%Reduced
IFP Advisors, Inc905$67.0K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd925$68.0K0.05%−25−2.6%Reduced
IAG Wealth Partners, LLC928$69.0K0.02%00.0%Unchanged
Northern Oak Wealth Management Inc1,068$78.0K0.01%00.0%Unchanged
FMR LLC1,200$88.0K0.00%−2,662−68.9%Reduced
Public Employees Retirement System of Ohio1,245$92.0K0.00%+65+5.5%Added
Stephenson National Bank & Trust1,272$93.0K0.06%00.0%Unchanged
Raffa Wealth Management, LLC1,500$110.3K0.04%00.0%Unchanged
HM Payson & Co1,609$118.0K0.00%00.0%Unchanged
American State Bank (Iowa)1,800$132.3K0.10%00.0%Unchanged
Interactive Financial Advisors1,820$134.0K0.06%00.0%Unchanged
Geneos Wealth Management Inc.2,019$149.0K0.01%00.0%Unchanged
North Star Investment Management Corp.2,035$150.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,104$155.0K0.01%00.0%Unchanged
Great West Life Assurance Co2,108$156.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc2,715$200.0K0.01%−337−11.0%Reduced
Macquarie Group Ltd2,737$201.0K0.00%−492−15.2%Reduced
North Star Asset Management Inc2,789$205.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC2,850$209.0K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.2,857$210.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.2,924$215.0K0.00%00.0%Unchanged
Principal Financial Group Inc3,075$226.0K0.00%−1,129−26.9%Reduced
Baird Financial Group, Inc.3,089$227.0K0.00%+3,089New
CWM Advisors, LLC3,102$228.0K0.03%−3,168−50.5%Reduced
David Loasby3,108$228.0K0.03%00.0%Unchanged
Creative Planning3,149$231.0K0.00%00.0%Unchanged
Prudential Financial Inc3,174$233.0K0.00%−1,273−28.6%Reduced
Jane Street Group, LLC3,265$240.0K0.00%−1,694−34.2%Reduced
Zacks Investment Management3,382$249.0K0.00%00.0%Unchanged
Cetera Advisor Networks LLC3,435$252.0K0.00%00.0%Unchanged
Associated Banc-Corp3,528$259.0K0.01%00.0%Unchanged
Marshall Wace North America L.P.3,631$267.0K0.00%+3,631New
Janus Henderson Group PLC3,651$268.0K0.00%+3,651New
Landaas & Co3,686$271.0K0.16%00.0%Unchanged
Isthmus Partners, LLC3,704$272.0K0.05%−300−7.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,718$273.0K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC3,843$282.0K0.00%00.0%Unchanged
Ergoteles LLC4,000$294.0K0.01%−2,200−35.5%Reduced
MBE Wealth Management, LLC4,107$302.0K0.15%+983+31.5%Added
Savant Capital, LLC4,122$303.0K0.01%−450−9.8%Reduced
Paloma Partners Management Co4,118$303.0K0.01%+4,118New
Citadel Advisors LLC4,132$304.0K0.00%+4,132New
Thompson Investment Management, Inc.4,470$329.0K0.05%−345−7.2%Reduced
O'Shares Investment Advisers, LLC4,626$340.0K0.03%+1,800+63.7%Added
Cubist Systematic Strategies, LLC4,657$342.0K0.00%+4,657New
Amalgamated Bank4,765$350.0K0.00%−351−6.9%Reduced
Tower View Investment Management & Research LLC4,859$357.0K0.20%+12+0.2%Added
Ameriprise Financial Inc5,017$368.0K0.00%+223+4.7%Added
Nisa Investment Advisors, LLC5,100$375.0K0.00%00.0%Unchanged
Quadrature Capital Ltd5,249$386.0K0.01%+5,249New
Virginia Retirement Systems Et Al5,600$412.0K0.00%−1,900−25.3%Reduced
Cambridge Investment Research Advisors, Inc.5,700$419.0K0.00%+845+17.4%Added
Van Eck Associates Corp5,745$422.0K0.00%+476+9.0%Added
Teacher Retirement System of Texas5,827$428.0K0.00%+1,132+24.1%Added
RMB Capital Management, LLC6,000$441.0K0.01%00.0%Unchanged
ICW Investment Advisors LLC6,236$458.0K0.30%+93+1.5%Added
Citigroup Inc6,390$470.0K0.00%+3,380+112.3%Added
Raymond James Financial Services Advisors, Inc.6,613$486.0K0.00%+1,021+18.3%Added
Algert Global LLC6,645$488.0K0.06%+6,645New
Keybank National Association6,700$492.0K0.00%−175−2.5%Reduced
Wealthspire Advisors, LLC6,800$500.0K0.01%−1,106−14.0%Reduced
First Business Financial Services, Inc.6,821$501.0K0.06%00.0%Unchanged