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 2023
Institutional positions in Mge Energy Inc as of Sep 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
- 201
- +3 vs. Q2 2023
- Shares held
- 19.2M
- −322.5K (−1.6%) vs. Q2 2023
- Total value
- $1.32B
- −$229.2M (−14.8%) vs. Q2 2023
- New holders
- 23
- 61 more added
- Sold out
- 20
- 64 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $411 | 0.00% | +2+50.0% | Added |
| SJS Investment Consulting Inc. | 7 | $480 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $881 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $891 | 0.00% | −7−35.0% | Reduced |
| Global Retirement Partners, LLC | 14 | $971 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 16 | $1.00K | 0.00% | +16 | New |
| Point72 Asset Management, L.P. | 23 | $1.55K | 0.00% | +23 | New |
| Mendota Financial Group, LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $1.99K | 0.00% | +6+26.1% | Added |
| Glassman Wealth Services | 32 | $2.19K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 42 | $3.00K | 0.00% | −19−31.1% | Reduced |
| Allworth Financial LP | 45 | $3.08K | 0.00% | +3+7.1% | Added |
| Versant Capital Management, Inc | 49 | $3.36K | 0.00% | −17−25.8% | Reduced |
| First Horizon Advisors, Inc. | 64 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 78 | $5.34K | 0.00% | −27−25.7% | Reduced |
| Huntington National Bank | 85 | $5.82K | 0.00% | −136−61.5% | Reduced |
| West Tower Group, LLC | 85 | $5.82K | 0.00% | +85 | New |
| McIlrath & Eck, LLC | 95 | $6.51K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $6.58K | 0.00% | +96 | New |
| New Millennium Group LLC | 112 | $7.67K | 0.01% | +112 | New |
| Fifth Third Bancorp | 130 | $8.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 148 | $10.1K | 0.00% | −105−41.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 158 | $10.8K | 0.00% | +158 | New |
| Tradition Wealth Management, LLC | 172 | $12.0K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co | 229 | $15.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 298 | $20.4K | 0.00% | −66−18.1% | Reduced |
| Monetary Management Group Inc | 300 | $20.6K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 300 | $20.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 312 | $21.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 394 | $27.0K | 0.00% | +5+1.3% | Added |
| KBC Group NV | 466 | $32.0K | 0.00% | +466 | New |
| Bangor Savings Bank | 500 | $34.3K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $41.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 641 | $44.0K | 0.03% | +154+31.6% | Added |
| GWM Advisors LLC | 650 | $44.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $45.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 679 | $46.5K | 0.00% | +679 | New |
| First Personal Financial Services | 701 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 707 | $48.4K | 0.00% | −5,154−87.9% | Reduced |
| IAG Wealth Partners, LLC | 778 | $53.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 786 | $53.8K | 0.00% | −31−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 834 | $57.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $62.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,104 | $75.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,108 | $76.0K | 0.00% | −6,328−85.1% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $77.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $87.1K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,295 | $88.7K | 0.00% | −341−20.8% | Reduced |
| Quadrant Capital Group LLC | 1,337 | $91.6K | 0.01% | −690−34.0% | Reduced |
| American State Bank (Iowa) | 1,800 | $123.3K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,035 | $139.4K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,099 | $143.8K | 0.01% | +80+4.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $144.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,850 | $195.3K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,907 | $199.2K | 0.01% | −200−6.4% | Reduced |
| Raymond James & Associates | 2,946 | $201.8K | 0.00% | +2,946 | New |
| Panagora Asset Management Inc | 2,995 | $205.2K | 0.00% | −841−21.9% | Reduced |
| JustInvest LLC | 3,018 | $206.8K | 0.01% | −740−19.7% | Reduced |
| Two Sigma Investments, LP | 3,050 | $209.0K | 0.00% | +3,050 | New |
| ERn Financial, LLC | 3,108 | $212.9K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,214 | $220.2K | 0.00% | 00.0% | Unchanged |
| David Loasby | 3,229 | $223.9K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 3,285 | $225.1K | 0.06% | +3,285 | New |
| Associated Banc-Corp | 3,360 | $230.2K | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,403 | $233.1K | 0.00% | +3,403 | New |
| Edgestream Partners, L.P. | 3,414 | $233.9K | 0.02% | −16,384−82.8% | Reduced |
| Landaas & Co | 3,466 | $237.0K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,470 | $237.7K | 0.00% | −4,234−55.0% | Reduced |
| Franklin Resources Inc | 3,473 | $237.9K | 0.00% | −106−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,628 | $248.6K | 0.01% | +613+20.3% | Added |
| Evergreen Capital Management LLC | 3,630 | $248.7K | 0.01% | −207−5.4% | Reduced |
| Captrust Financial Advisors | 3,971 | $272.1K | 0.00% | +3,971 | New |
| Cambridge Investment Research Advisors, Inc. | 3,988 | $273.0K | 0.00% | +365+10.1% | Added |
| Keybank National Association | 4,115 | $281.9K | 0.00% | +165+4.2% | Added |
| Foundry Partners, LLC | 4,155 | $284.7K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 4,350 | $298.0K | 0.00% | −367−7.8% | Reduced |
| State of Wisconsin Investment Board | 4,409 | $302.1K | 0.00% | +1,551+54.3% | Added |
| CWM Advisors, LLC | 4,490 | $307.6K | 0.04% | +518+13.0% | Added |
| Wealthspire Advisors, LLC | 4,511 | $309.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 4,580 | $314.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,597 | $315.0K | 0.00% | −3,583−43.8% | Reduced |
| Principal Financial Group Inc | 4,614 | $316.1K | 0.00% | +517+12.6% | Added |
| ProShare Advisors LLC | 4,744 | $325.0K | 0.00% | −5−0.1% | Reduced |
| IFM Investors Pty Ltd | 4,861 | $333.0K | 0.00% | +383+8.6% | Added |
| American Century Companies Inc | 4,877 | $334.1K | 0.00% | −3,031−38.3% | Reduced |
| Tower View Investment Management & Research LLC | 5,102 | $350.0K | 0.25% | +104+2.1% | Added |
| Savant Capital, LLC | 5,534 | $379.1K | 0.01% | −10.0% | Reduced |
| Alps Advisors Inc | 5,626 | $385.4K | 0.00% | +1,215+27.5% | Added |
| Mackenzie Financial Corp | 5,826 | $395.6K | 0.00% | +5,826 | New |
| AE Wealth Management LLC | 5,932 | $406.4K | 0.00% | −28−0.5% | Reduced |
| Oarsman Capital, Inc. | 6,193 | $424.3K | 0.18% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6,355 | $435.4K | 0.05% | +35+0.6% | Added |
| MBE Wealth Management, LLC | 6,407 | $438.9K | 0.25% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6,782 | $464.6K | 0.08% | +112+1.7% | Added |
| Cetera Investment Advisers | 6,862 | $470.1K | 0.00% | +16+0.2% | Added |