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 2023
Institutional positions in Mge Energy Inc as of Mar 31, 2023. 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
- 208
- +9 vs. Q4 2022
- Shares held
- 18.7M
- +373.3K (+2.0%) vs. Q4 2022
- Total value
- $1.45B
- +$162.2M (+12.6%) vs. Q4 2022
- New holders
- 26
- 84 more added
- Sold out
- 17
- 50 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −540−99.4% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $466 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $466 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 6 | $466 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $544 | 0.00% | +1+16.7% | Added |
| Schubert & Co | 11 | $855 | 0.00% | +4+57.1% | Added |
| Spire Wealth Management | 13 | $999 | 0.00% | +13 | New |
| Steward Financial Group LLC | 20 | $1.00K | 0.00% | +14+233.3% | Added |
| Global Retirement Partners, LLC | 14 | $1.08K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 22 | $1.71K | 0.00% | +6+37.5% | Added |
| Allworth Financial LP | 42 | $3.26K | 0.00% | +22+110.0% | Added |
| Versant Capital Management, Inc | 49 | $3.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 64 | $4.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 61 | $5.00K | 0.00% | +26+74.3% | Added |
| McIlrath & Eck, LLC | 95 | $7.38K | 0.00% | +95 | New |
| Bell Investment Advisors, Inc | 99 | $7.69K | 0.00% | −15−13.2% | Reduced |
| Huntington National Bank | 112 | $8.70K | 0.00% | +112 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 170 | $13.0K | 0.00% | +1+0.6% | Added |
| Fifth Third Bancorp | 170 | $13.2K | 0.00% | −38−18.3% | Reduced |
| Mascoma Wealth Management LLC | 180 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 247 | $19.2K | 0.00% | +19+8.3% | Added |
| Whittier Trust Co | 274 | $21.3K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 312 | $24.2K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 332 | $25.8K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 382 | $29.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 391 | $30.0K | 0.00% | +3+0.8% | Added |
| Lindbrook Capital, LLC | 398 | $30.9K | 0.00% | −9−2.2% | Reduced |
| Bangor Savings Bank | 500 | $38.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 559 | $43.4K | 0.00% | +1+0.2% | Added |
| Avalon Trust Co | 600 | $46.6K | 0.00% | +600 | New |
| Ameritas Advisory Services, LLC | 636 | $49.4K | 0.00% | +636 | New |
| Mendota Financial Group, LLC | 630 | $50.3K | 0.05% | +288+84.2% | Added |
| GWM Advisors LLC | 650 | $50.5K | 0.00% | −485−42.7% | Reduced |
| Washington Trust Advisors, Inc. | 670 | $52.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $53.0K | 0.00% | −348−33.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 683 | $53.0K | 0.00% | −14,166−95.4% | Reduced |
| IFP Advisors, Inc | 905 | $53.1K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 701 | $54.4K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 750 | $58.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 778 | $60.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 787 | $61.1K | 0.01% | +2+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 834 | $64.8K | 0.00% | +234+39.0% | Added |
| WealthPLAN Partners, LLC | 849 | $65.9K | 0.01% | +849 | New |
| Tower Research Capital LLC (TRC) | 1,083 | $84.0K | 0.00% | +887+452.6% | Added |
| Geneos Wealth Management Inc. | 1,128 | $87.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,134 | $88.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,163 | $90.3K | 0.00% | −151−11.5% | Reduced |
| Stephenson National Bank & Trust | 1,272 | $98.8K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,322 | $102.7K | 0.09% | +1,322 | New |
| Bokf, NA | 1,353 | $105.1K | 0.00% | +1,353 | New |
| Raffa Wealth Management, LLC | 1,500 | $116.5K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 1,609 | $125.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,613 | $125.3K | 0.00% | +564+53.8% | Added |
| American State Bank (Iowa) | 1,800 | $139.8K | 0.10% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,816 | $141.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,019 | $156.8K | 0.01% | −236−10.5% | Reduced |
| North Star Investment Management Corp. | 2,035 | $158.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,045 | $158.8K | 0.02% | +185+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $163.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,577 | $200.0K | 0.00% | +2,577 | New |
| Pictet Asset Management SA | 2,660 | $206.6K | 0.00% | +2,660 | New |
| Freedom Wealth Alliance, LLC | 2,754 | $213.9K | 0.32% | +1,475+115.3% | Added |
| Prudential Financial Inc | 2,820 | $219.0K | 0.00% | −50−1.7% | Reduced |
| North Star Asset Management Inc | 2,831 | $219.9K | 0.01% | +2,831 | New |
| Cetera Advisor Networks LLC | 2,838 | $220.4K | 0.00% | +2,838 | New |
| Column Capital Advisors, LLC | 2,850 | $221.4K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,855 | $221.7K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,044 | $236.4K | 0.00% | +3,044 | New |
| ERn Financial, LLC | 3,097 | $240.6K | 0.05% | +11+0.4% | Added |
| The PNC Financial Services Group, Inc. | 3,100 | $240.8K | 0.00% | +154+5.2% | Added |
| JustInvest LLC | 3,108 | $241.4K | 0.01% | +3,108 | New |
| Madison Asset Management, LLC | 3,138 | $243.7K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,151 | $244.7K | 0.03% | +54+1.7% | Added |
| Milestone Investment Advisors LLC | 3,279 | $254.7K | 0.08% | +3,279 | New |
| David Loasby | 3,229 | $255.2K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,360 | $261.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,439 | $267.1K | 0.00% | −29−0.8% | Reduced |
| Landaas & Co | 3,466 | $269.0K | 0.13% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,517 | $273.2K | 0.00% | −18,355−83.9% | Reduced |
| CWM Advisors, LLC | 3,517 | $273.2K | 0.03% | +160+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,546 | $275.0K | 0.00% | +96+2.8% | Added |
| Inceptionr LLC | 3,579 | $278.0K | 0.09% | +3,579 | New |
| Zebra Capital Management LLC | 3,626 | $282.0K | 1.41% | −771−17.5% | Reduced |
| Panagora Asset Management Inc | 3,836 | $297.9K | 0.00% | +644+20.2% | Added |
| Evergreen Capital Management LLC | 3,855 | $299.4K | 0.01% | +490+14.6% | Added |
| Keybank National Association | 3,950 | $306.8K | 0.00% | −250−6.0% | Reduced |
| Principal Financial Group Inc | 4,096 | $318.1K | 0.00% | +861+26.6% | Added |
| Qube Research & Technologies Ltd | 4,129 | $320.7K | 0.00% | +4,129 | New |
| ProShare Advisors LLC | 4,285 | $332.8K | 0.00% | −400−8.5% | Reduced |
| Foundry Partners, LLC | 4,375 | $339.8K | 0.02% | +225+5.4% | Added |
| Amalgamated Bank | 4,375 | $340.0K | 0.00% | −873−16.6% | Reduced |
| Wealthspire Advisors, LLC | 4,511 | $350.4K | 0.01% | −74−1.6% | Reduced |
| State of Wisconsin Investment Board | 4,555 | $353.8K | 0.00% | +47+1.0% | Added |
| Blair William & Co | 4,717 | $366.4K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,743 | $368.4K | 0.01% | −7,076−59.9% | Reduced |