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 2023
Institutional positions in Mge Energy Inc as of Dec 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
- 229
- +31 vs. Q3 2023
- Shares held
- 19.0M
- −220.3K (−1.1%) vs. Q3 2023
- Total value
- $1.37B
- +$57.0M (+4.3%) vs. Q3 2023
- New holders
- 41
- 80 more added
- Sold out
- 10
- 66 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 5 | $362 | 0.00% | +5 | New |
| Proequities, Inc. | 6 | $433 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $434 | 0.00% | −1−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 7 | $506 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 11 | $795 | 0.00% | +8+266.7% | Added |
| Spire Wealth Management | 13 | $890 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Global Retirement Partners, LLC | 22 | $1.54K | 0.00% | +8+57.1% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.59K | 0.00% | +9+69.2% | Added |
| Mendota Financial Group, LLC | 28 | $2.02K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 28 | $2.02K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 29 | $2.10K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $2.31K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $3.00K | 0.00% | −7−16.7% | Reduced |
| Allworth Financial LP | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $3.54K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 56 | $4.00K | 0.00% | +56 | New |
| First Horizon Advisors, Inc. | 64 | $4.63K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 77 | $5.57K | 0.01% | −8−9.4% | Reduced |
| EntryPoint Capital, LLC | 81 | $5.86K | 0.01% | +81 | New |
| McIlrath & Eck, LLC | 95 | $6.87K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $7.38K | 0.00% | +24+30.8% | Added |
| Principal Securities, Inc. | 104 | $7.52K | 0.00% | +104 | New |
| New Millennium Group LLC | 112 | $8.10K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 129 | $9.00K | 0.01% | +129 | New |
| Fifth Third Bancorp | 130 | $9.40K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 133 | $9.63K | 0.00% | −25−15.8% | Reduced |
| Bangor Savings Bank | 135 | $9.76K | 0.00% | −365−73.0% | Reduced |
| Parallel Advisors, LLC | 140 | $10.1K | 0.00% | −8−5.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 173 | $12.0K | 0.00% | +1+0.6% | Added |
| Huntington National Bank | 183 | $13.2K | 0.00% | +98+115.3% | Added |
| Whittier Trust Co | 229 | $16.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 302 | $19.5K | 0.01% | +302 | New |
| Advisory Services Network, LLC | 279 | $20.2K | 0.00% | +279 | New |
| Monetary Management Group Inc | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 300 | $21.7K | 0.01% | +300 | New |
| Perritt Capital Management Inc | 301 | $21.8K | 0.01% | +1+0.3% | Added |
| Gradient Investments LLC | 312 | $22.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 388 | $28.1K | 0.00% | −6−1.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 398 | $28.8K | 0.01% | +398 | New |
| Lindbrook Capital, LLC | 430 | $31.1K | 0.00% | +132+44.3% | Added |
| KBC Group NV | 466 | $34.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $38.2K | 0.01% | −250−32.1% | Reduced |
| Covestor Ltd | 554 | $40.0K | 0.03% | −87−13.6% | Reduced |
| Avalon Trust Co | 600 | $43.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 600 | $43.4K | 0.01% | +600 | New |
| GWM Advisors LLC | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $48.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $49.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 701 | $50.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 796 | $57.6K | 0.01% | +10+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 834 | $60.3K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 838 | $61.0K | 0.00% | −270−24.4% | Reduced |
| IFP Advisors, Inc | 905 | $65.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 956 | $69.1K | 0.00% | −339−26.2% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $81.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $92.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,295 | $93.6K | 0.01% | −42−3.1% | Reduced |
| HM Payson & Co | 1,702 | $123.1K | 0.00% | +598+54.2% | Added |
| American State Bank (Iowa) | 1,800 | $130.2K | 0.08% | 00.0% | Unchanged |
| NBT Bank N A | 1,849 | $133.7K | 0.01% | +1,849 | New |
| Metropolitan Life Insurance Co | 2,099 | $151.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $152.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,300 | $166.3K | 0.01% | +2,300 | New |
| Point72 Middle East FZE | 2,388 | $172.7K | 0.01% | +2,388 | New |
| Cambridge Investment Research Advisors, Inc. | 2,777 | $201.0K | 0.00% | −1,211−30.4% | Reduced |
| JustInvest LLC | 2,846 | $205.8K | 0.01% | −172−5.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,856 | $206.5K | 0.00% | +2,856 | New |
| Prudential Financial Inc | 2,935 | $212.2K | 0.00% | +2,935 | New |
| Neuberger Berman Group LLC | 2,942 | $212.7K | 0.00% | +2,942 | New |
| ERn Financial, LLC | 3,120 | $217.2K | 0.04% | +12+0.4% | Added |
| Madison Asset Management, LLC | 3,138 | $226.9K | 0.00% | −7,957−71.7% | Reduced |
| North Star Asset Management Inc | 3,146 | $227.5K | 0.01% | +3,146 | New |
| Evergreen Capital Management LLC | 3,157 | $228.3K | 0.01% | −473−13.0% | Reduced |
| Landaas & Co | 3,166 | $229.0K | 0.08% | −300−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,214 | $232.4K | 0.00% | 00.0% | Unchanged |
| Associated Banc-Corp | 3,360 | $243.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,500 | $253.1K | 0.01% | +2,821+415.5% | Added |
| Franklin Resources Inc | 3,583 | $259.1K | 0.00% | +110+3.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 3,605 | $260.7K | 0.00% | +3,605 | New |
| Landscape Capital Management, L.L.C. | 3,621 | $261.8K | 0.02% | +3,621 | New |
| Occudo Quantitative Strategies LP | 3,626 | $262.2K | 0.04% | +3,626 | New |
| Ameritas Investment Partners, Inc. | 3,780 | $273.3K | 0.01% | +152+4.2% | Added |
| Captrust Financial Advisors | 3,795 | $274.4K | 0.00% | −176−4.4% | Reduced |
| AQR Capital Management LLC | 3,870 | $279.8K | 0.00% | −727−15.8% | Reduced |
| Amalgamated Bank | 4,209 | $304.0K | 0.00% | −371−8.1% | Reduced |
| Blair William & Co | 4,350 | $314.5K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 4,370 | $316.0K | 0.00% | +255+6.2% | Added |
| Principal Financial Group Inc | 4,393 | $317.7K | 0.00% | −221−4.8% | Reduced |
| Foundry Partners, LLC | 4,455 | $322.1K | 0.02% | +300+7.2% | Added |
| Marshall Wace, LLP | 4,566 | $330.2K | 0.00% | +4,566 | New |
| Trust Point Inc. | 4,763 | $344.4K | 0.03% | +4,763 | New |
| Wealthspire Advisors, LLC | 4,791 | $346.4K | 0.00% | +280+6.2% | Added |
| Tower View Investment Management & Research LLC | 5,154 | $373.0K | 0.23% | +52+1.0% | Added |
| Virtu Financial LLC | 5,325 | $385.0K | 0.03% | +5,325 | New |
| CWM Advisors, LLC | 5,340 | $386.1K | 0.04% | +850+18.9% | Added |
| AE Wealth Management LLC | 6,004 | $394.1K | 0.00% | +72+1.2% | Added |