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 2022
Institutional positions in Mge Energy Inc as of Dec 31, 2022. 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
- 200
- +4 vs. Q3 2022
- Shares held
- 18.3M
- −53.9K (−0.3%) vs. Q3 2022
- Total value
- $1.29B
- +$83.0M (+6.9%) vs. Q3 2022
- New holders
- 23
- 66 more added
- Sold out
- 19
- 61 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 2 | $141 | 0.00% | −98−98.0% | Reduced |
| Gyon Technologies Capital Management, LP | 2 | $141 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 6 | $422 | 0.00% | −1−14.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $422 | 0.00% | +2+50.0% | Added |
| Schubert & Co | 7 | $493 | 0.00% | −4−36.4% | Reduced |
| JFS Wealth Advisors, LLC | 16 | $1.13K | 0.00% | −1−5.9% | Reduced |
| Allworth Financial LP | 20 | $1.41K | 0.00% | −4−16.7% | Reduced |
| Rockefeller Capital Management L.P. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $2.00K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 49 | $3.45K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 58 | $4.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 64 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $8.03K | 0.00% | +99+660.0% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 169 | $12.0K | 0.00% | −171−50.3% | Reduced |
| Mascoma Wealth Management LLC | 180 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 196 | $14.0K | 0.00% | −4,435−95.8% | Reduced |
| Fifth Third Bancorp | 208 | $14.6K | 0.00% | −102−32.9% | Reduced |
| Parallel Advisors, LLC | 228 | $16.1K | 0.00% | +99+76.7% | Added |
| Whittier Trust Co | 274 | $19.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $21.1K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $21.1K | 0.01% | +300 | New |
| Gradient Investments LLC | 312 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 332 | $23.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 342 | $24.1K | 0.03% | +342 | New |
| New Hampshire Trust | 382 | $26.9K | 0.01% | +382 | New |
| Public Employees Retirement System of Ohio | 388 | $27.0K | 0.00% | −858−68.9% | Reduced |
| Heritage Wealth Management, LLC | 400 | $28.2K | 0.00% | +200+100.0% | Added |
| Lindbrook Capital, LLC | 407 | $28.7K | 0.00% | +370+1,000.0% | Added |
| Umb Bank N A | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,135 | $34.2K | 0.00% | +1,135 | New |
| Aquatic Capital Management LLC | 500 | $35.0K | 0.00% | −3,600−87.8% | Reduced |
| Bangor Savings Bank | 500 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 543 | $38.0K | 0.03% | −424−43.8% | Reduced |
| Advisory Services Network, LLC | 558 | $39.3K | 0.00% | +558 | New |
| Steward Partners Investment Advisory, LLC | 600 | $42.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $47.2K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 675 | $47.5K | 0.00% | +675 | New |
| First Personal Financial Services | 701 | $49.4K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 750 | $52.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $53.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 778 | $54.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 785 | $55.3K | 0.01% | −488−38.3% | Reduced |
| Romano Brothers and Company | 825 | $58.1K | 0.01% | +825 | New |
| Acadian Asset Management LLC | 1,034 | $72.0K | 0.00% | −8,557−89.2% | Reduced |
| Signaturefd, LLC | 1,049 | $73.8K | 0.00% | +425+68.1% | Added |
| Geneos Wealth Management Inc. | 1,128 | $79.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,134 | $79.8K | 0.00% | +1,134 | New |
| Stephenson National Bank & Trust | 1,272 | $90.0K | 0.06% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 1,279 | $90.0K | 0.13% | +1,279 | New |
| Citigroup Inc | 1,314 | $92.5K | 0.00% | −1,035−44.1% | Reduced |
| Raffa Wealth Management, LLC | 1,500 | $105.6K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,609 | $113.3K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,800 | $126.7K | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,816 | $128.0K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,820 | $128.1K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,860 | $130.9K | 0.01% | +1,491+404.1% | Added |
| North Star Investment Management Corp. | 2,035 | $143.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $148.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,128 | $150.0K | 0.00% | +200+10.4% | Added |
| Metropolitan Life Insurance Co | 2,255 | $158.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,855 | $200.5K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,850 | $200.6K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,870 | $202.0K | 0.00% | +2,870 | New |
| The PNC Financial Services Group, Inc. | 2,946 | $207.4K | 0.00% | −479−14.0% | Reduced |
| ERn Financial, LLC | 3,086 | $217.3K | 0.05% | +3,086 | New |
| NorthRock Partners, LLC | 3,097 | $218.1K | 0.02% | +3+0.1% | Added |
| Madison Asset Management, LLC | 3,138 | $221.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,192 | $224.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,235 | $227.7K | 0.00% | −1,177−26.7% | Reduced |
| David Loasby | 3,229 | $232.3K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,357 | $236.3K | 0.03% | +217+6.9% | Added |
| Associated Banc-Corp | 3,360 | $236.5K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,365 | $236.9K | 0.01% | +3,365 | New |
| Cambridge Investment Research Advisors, Inc. | 3,450 | $243.0K | 0.00% | −677−16.4% | Reduced |
| Landaas & Co | 3,466 | $244.0K | 0.13% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,468 | $244.1K | 0.00% | +3,468 | New |
| Jump Financial, LLC | 3,639 | $256.2K | 0.01% | −6,624−64.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,640 | $256.3K | 0.04% | −2,815−43.6% | Reduced |
| Foundry Partners, LLC | 4,150 | $292.0K | 0.02% | +4,150 | New |
| Keybank National Association | 4,200 | $295.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,352 | $306.4K | 0.00% | −6,367−59.4% | Reduced |
| Zebra Capital Management LLC | 4,397 | $310.0K | 1.08% | −688−13.5% | Reduced |
| State of Wisconsin Investment Board | 4,508 | $317.4K | 0.00% | −2,233−33.1% | Reduced |
| Wealthspire Advisors, LLC | 4,585 | $322.8K | 0.01% | −76−1.6% | Reduced |
| Baird Financial Group, Inc. | 4,650 | $327.0K | 0.00% | +1,025+28.3% | Added |
| ProShare Advisors LLC | 4,685 | $329.8K | 0.00% | +670+16.7% | Added |
| Blair William & Co | 4,717 | $332.1K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 4,736 | $333.4K | 0.00% | −666−12.3% | Reduced |
| Creative Financial Designs Inc | 4,863 | $342.4K | 0.05% | +1,012+26.3% | Added |
| Tower View Investment Management & Research LLC | 4,868 | $343.0K | 0.24% | −140−2.8% | Reduced |
| Amalgamated Bank | 5,248 | $369.0K | 0.00% | +37+0.7% | Added |
| Wells Fargo & Company | 5,414 | $381.1K | 0.00% | +1,211+28.8% | Added |
| Johnson Financial Group, Inc. | 5,516 | $388.3K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,531 | $389.4K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,810 | $409.0K | 0.00% | +20+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,819 | $409.7K | 0.00% | +511+9.6% | Added |
| RMB Capital Management, LLC | 6,000 | $422.4K | 0.02% | 00.0% | Unchanged |