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, Q2 2023
Institutional positions in Mge Energy Inc as of Jun 30, 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
- 198
- −9 vs. Q1 2023
- Shares held
- 19.6M
- +880.7K (+4.7%) vs. Q1 2023
- Total value
- $1.55B
- +$96.4M (+6.6%) vs. Q1 2023
- New holders
- 16
- 67 more added
- Sold out
- 25
- 58 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | $237 | 0.00% | +3 | New |
| Proequities, Inc. | 4 | $316 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 5 | $396 | 0.00% | −1−16.7% | Reduced |
| Baker Avenue Asset Management, LP | 6 | $475 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 7 | $546 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $554 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.58K | 0.00% | −2−9.1% | Reduced |
| Massmutual Trust Co FSB | 23 | $1.82K | 0.00% | +23 | New |
| Mendota Financial Group, LLC | 28 | $2.22K | 0.00% | −602−95.6% | Reduced |
| Allworth Financial LP | 42 | $3.32K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 64 | $5.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 66 | $5.22K | 0.00% | +17+34.7% | Added |
| McIlrath & Eck, LLC | 95 | $7.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 105 | $8.31K | 0.00% | +6+6.1% | Added |
| Fifth Third Bancorp | 130 | $10.3K | 0.00% | −40−23.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 171 | $14.0K | 0.00% | +1+0.6% | Added |
| Huntington National Bank | 221 | $17.5K | 0.00% | +109+97.3% | Added |
| Whittier Trust Co | 229 | $18.1K | 0.00% | −45−16.4% | Reduced |
| Parallel Advisors, LLC | 253 | $20.0K | 0.00% | +6+2.4% | Added |
| Monetary Management Group Inc | 300 | $23.7K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $23.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 312 | $24.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 326 | $25.8K | 0.00% | +320+5,333.3% | Added |
| Pinebridge Investments, L.P. | 332 | $26.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 364 | $28.8K | 0.00% | −34−8.5% | Reduced |
| Public Employees Retirement System of Ohio | 389 | $31.0K | 0.00% | −2−0.5% | Reduced |
| Covestor Ltd | 487 | $39.0K | 0.03% | +484+16,133.3% | Added |
| Bangor Savings Bank | 500 | $39.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $47.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $51.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $53.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $53.1K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 701 | $55.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 716 | $56.6K | 0.00% | +33+4.8% | Added |
| IAG Wealth Partners, LLC | 778 | $61.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 817 | $64.6K | 0.01% | +30+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 834 | $66.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,102 | $87.2K | 0.00% | −251−18.6% | Reduced |
| HM Payson & Co | 1,104 | $87.3K | 0.00% | −505−31.4% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $89.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $100.6K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,455 | $116.0K | 0.00% | −361−19.9% | Reduced |
| Signaturefd, LLC | 1,636 | $129.4K | 0.00% | +23+1.4% | Added |
| American State Bank (Iowa) | 1,800 | $142.4K | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,019 | $159.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,027 | $160.4K | 0.02% | −18−0.9% | Reduced |
| North Star Investment Management Corp. | 2,035 | $161.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $166.0K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,541 | $201.1K | 0.08% | +2,541 | New |
| CI Private Wealth, LLC | 2,569 | $203.2K | 0.00% | +2,569 | New |
| Neuberger Berman Group LLC | 2,574 | $203.6K | 0.00% | +2,574 | New |
| Great Valley Advisor Group, Inc. | 2,580 | $204.1K | 0.01% | +2,580 | New |
| NorthRock Partners, LLC | 2,700 | $213.6K | 0.02% | −451−14.3% | Reduced |
| Mariner, LLC | 2,712 | $214.6K | 0.00% | +135+5.2% | Added |
| Graham Capital Management, L.P. | 2,819 | $223.0K | 0.01% | −1,924−40.6% | Reduced |
| North Star Asset Management Inc | 2,831 | $224.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,850 | $225.5K | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,858 | $226.1K | 0.00% | −1,697−37.3% | Reduced |
| Prudential Financial Inc | 2,870 | $227.0K | 0.00% | +50+1.8% | Added |
| Ameritas Investment Partners, Inc. | 3,015 | $238.5K | 0.01% | +160+5.6% | Added |
| Johnson Financial Group, Inc. | 3,107 | $245.8K | 0.02% | −2,928−48.5% | Reduced |
| ERn Financial, LLC | 3,108 | $245.9K | 0.05% | +11+0.4% | Added |
| The PNC Financial Services Group, Inc. | 3,214 | $254.3K | 0.00% | +114+3.7% | Added |
| Ballentine Partners, LLC | 3,241 | $256.4K | 0.01% | −1,939−37.4% | Reduced |
| David Loasby | 3,229 | $256.4K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,360 | $265.8K | 0.01% | 00.0% | Unchanged |
| Landaas & Co | 3,466 | $274.0K | 0.12% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,535 | $279.7K | 0.01% | +3,535 | New |
| Franklin Resources Inc | 3,579 | $283.1K | 0.00% | +140+4.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,623 | $287.0K | 0.00% | +77+2.2% | Added |
| JustInvest LLC | 3,758 | $297.3K | 0.01% | +650+20.9% | Added |
| Panagora Asset Management Inc | 3,836 | $303.5K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,837 | $303.5K | 0.01% | −18−0.5% | Reduced |
| Summit Global Investments | 3,897 | $308.0K | 0.02% | +3,897 | New |
| Keybank National Association | 3,950 | $312.5K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,972 | $314.2K | 0.04% | +455+12.9% | Added |
| Principal Financial Group Inc | 4,097 | $324.1K | 0.00% | +10.0% | Added |
| Foundry Partners, LLC | 4,155 | $328.7K | 0.02% | −220−5.0% | Reduced |
| Zacks Investment Management | 4,209 | $333.0K | 0.00% | +4,209 | New |
| Alps Advisors Inc | 4,411 | $349.0K | 0.00% | +1,367+44.9% | Added |
| IFM Investors Pty Ltd | 4,478 | $354.3K | 0.00% | +4,478 | New |
| Wealthspire Advisors, LLC | 4,511 | $356.9K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 4,580 | $362.0K | 0.00% | +205+4.7% | Added |
| Blair William & Co | 4,717 | $373.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,749 | $375.7K | 0.00% | +464+10.8% | Added |
| Tower View Investment Management & Research LLC | 4,998 | $395.0K | 0.27% | −42−0.8% | Reduced |
| Savant Capital, LLC | 5,535 | $437.9K | 0.01% | −10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,861 | $463.7K | 0.02% | +4,778+441.2% | Added |
| AE Wealth Management LLC | 5,960 | $471.5K | 0.00% | +5+0.1% | Added |
| Oarsman Capital, Inc. | 6,193 | $489.9K | 0.21% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,273 | $496.3K | 0.00% | −25−0.4% | Reduced |
| Creative Financial Designs Inc | 6,320 | $500.0K | 0.06% | +81+1.3% | Added |
| MBE Wealth Management, LLC | 6,407 | $506.8K | 0.27% | +9+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,481 | $512.7K | 0.00% | 00.0% | Unchanged |