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, Q4 2021
Institutional positions in Mge Energy Inc as of Dec 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
- 184
- +6 vs. Q3 2021
- Shares held
- 18.2M
- +129.7K (+0.7%) vs. Q3 2021
- Total value
- $1.50B
- +$168.0M (+12.6%) vs. Q3 2021
- New holders
- 20
- 66 more added
- Sold out
- 14
- 46 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 337 | $2.16B |
| Q1 2026 | 317 | $1.68B |
| Q4 2025 | 314 | $1.71B |
| Q3 2025 | 305 | $1.84B |
| Q2 2025 | 295 | $1.98B |
| Q1 2025 | 295 | $2.09B |
| Q4 2024 | 294 | $2.14B |
| Q3 2024 | 267 | $2.02B |
| Q2 2024 | 255 | $1.65B |
| Q1 2024 | 226 | $1.82B |
| Q4 2023 | 229 | $1.37B |
| Q3 2023 | 201 | $1.32B |
| Q2 2023 | 198 | $1.55B |
| Q1 2023 | 208 | $1.45B |
| Q4 2022 | 200 | $1.29B |
| Q3 2022 | 198 | $1.21B |
| Q2 2022 | 205 | $1.43B |
| Q1 2022 | 194 | $1.47B |
| Q4 2021 | 184 | $1.50B |
| Q3 2021 | 181 | $1.33B |
| Q2 2021 | 173 | $1.34B |
| Q1 2021 | 178 | $1.28B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shares Investment Advisers, LLC | 4,734 | $389.0K | 0.03% | +108+2.3% | Added |
| Amalgamated Bank | 4,723 | $388.0K | 0.00% | −42−0.9% | Reduced |
| Ameriprise Financial Inc | 4,671 | $384.0K | 0.00% | −346−6.9% | Reduced |
| Wealthspire Advisors, LLC | 4,661 | $383.0K | 0.01% | −2,139−31.5% | Reduced |
| ExodusPoint Capital Management, LP | 4,607 | $379.0K | 0.00% | −28,432−86.1% | Reduced |
| Thompson Investment Management, Inc. | 4,470 | $368.0K | 0.05% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,113 | $338.0K | 0.17% | +6+0.1% | Added |
| CIBC Private Wealth Group, LLC | 3,843 | $316.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 3,608 | $296.0K | 0.00% | −10,255−74.0% | Reduced |
| Associated Banc-Corp | 3,528 | $290.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,435 | $282.0K | 0.00% | 00.0% | Unchanged |
| Zacks Investment Management | 3,382 | $278.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 3,229 | $266.0K | 0.03% | +121+3.9% | Added |
| Principal Financial Group Inc | 3,175 | $261.0K | 0.00% | +100+3.3% | Added |
| Landaas & Co | 3,166 | $260.0K | 0.14% | −520−14.1% | Reduced |
| Creative Planning | 3,149 | $259.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,089 | $254.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,053 | $251.0K | 0.03% | −49−1.6% | Reduced |
| Franklin Resources Inc | 3,042 | $250.0K | 0.00% | +3,042 | New |
| Prudential Financial Inc | 2,934 | $241.0K | 0.00% | −240−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,924 | $240.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,857 | $235.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,850 | $234.0K | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,818 | $232.0K | 0.00% | +2,818 | New |
| North Star Asset Management Inc | 2,789 | $229.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,715 | $223.0K | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 2,690 | $221.0K | 0.00% | +2,690 | New |
| Pictet Asset Management SA | 2,660 | $219.0K | 0.00% | +2,660 | New |
| CWS Financial Advisors, LLC | 2,631 | $216.0K | 0.08% | +2,631 | New |
| Creative Financial Designs Inc | 2,361 | $194.0K | 0.03% | +1,587+205.0% | Added |
| Great West Life Assurance Co | 2,108 | $173.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $173.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,035 | $167.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,019 | $166.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,820 | $150.0K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,800 | $148.1K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,900 | $147.0K | 0.00% | −3,200−62.7% | Reduced |
| HM Payson & Co | 1,609 | $132.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,539 | $127.0K | 0.04% | +1,539 | New |
| Raffa Wealth Management, LLC | 1,500 | $123.4K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 1,489 | $123.0K | 0.00% | +289+24.1% | Added |
| Public Employees Retirement System of Ohio | 1,307 | $108.0K | 0.00% | +62+5.0% | Added |
| Stephenson National Bank & Trust | 1,272 | $105.0K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 1,068 | $88.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 915 | $75.0K | 0.05% | −10−1.1% | Reduced |
| IFP Advisors, Inc | 905 | $74.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 845 | $70.0K | 0.00% | +12+1.4% | Added |
| Signaturefd, LLC | 810 | $67.0K | 0.00% | +57+7.6% | Added |
| Ellevest, Inc. | 800 | $66.0K | 0.01% | +3+0.4% | Added |
| IAG Wealth Partners, LLC | 778 | $64.0K | 0.02% | −150−16.2% | Reduced |
| Covestor Ltd | 774 | $64.0K | 0.09% | +774 | New |
| Fifth Third Bancorp | 746 | $61.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 726 | $60.0K | 0.00% | +4+0.6% | Added |
| First Personal Financial Services | 701 | $58.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $56.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $55.0K | 0.00% | +670 | New |
| Steward Partners Investment Advisory, LLC | 600 | $49.0K | 0.00% | +300+100.0% | Added |
| Pinebridge Investments, L.P. | 600 | $49.0K | 0.00% | +600 | New |
| Strategic Asset Management, LLC | 502 | $41.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 469 | $39.0K | 0.00% | −105−18.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 450 | $37.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 450 | $37.0K | 0.00% | +450 | New |
| Truehand, Inc | 375 | $31.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 338 | $28.0K | 0.00% | +1+0.3% | Added |
| Gradient Investments LLC | 312 | $26.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $25.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 292 | $24.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 274 | $23.0K | 0.00% | +229+508.9% | Added |
| Mascoma Wealth Management LLC | 180 | $15.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 155 | $13.0K | 0.00% | −123−44.2% | Reduced |
| Quadrant Capital Group LLC | 147 | $12.0K | 0.00% | +2+1.4% | Added |
| Carroll Financial Associates, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $3.00K | 0.00% | −15−30.0% | Reduced |
| Bell Investment Advisors, Inc | 31 | $3.00K | 0.00% | −10−24.4% | Reduced |
| Signet Financial Management, LLC | 33 | $3.00K | 0.00% | +33 | New |
| TCI Wealth Advisors, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Spire Wealth Management | 12 | $1.00K | 0.00% | +12 | New |
| Toronto Dominion Bank | 4 | $0 | 0.00% | +4 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,249−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |