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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.

Institutional holdersQ4 2023: 229 institutions
Q1 2021: 178 institutionsQ2 2021: 173 institutionsQ3 2021: 181 institutionsQ4 2021: 184 institutionsQ1 2022: 194 institutionsQ2 2022: 205 institutionsQ3 2022: 198 institutionsQ4 2022: 200 institutionsQ1 2023: 208 institutionsQ2 2023: 198 institutionsQ3 2023: 201 institutionsQ4 2023: 229 institutionsQ1 2024: 226 institutionsQ2 2024: 255 institutionsQ3 2024: 267 institutionsQ4 2024: 294 institutionsQ1 2025: 295 institutionsQ2 2025: 295 institutionsQ3 2025: 305 institutionsQ4 2025: 314 institutionsQ1 2026: 317 institutionsQ2 2026: 337 institutions
Value heldQ4 2023: $1.37B
Q1 2021: $1.28BQ2 2021: $1.34BQ3 2021: $1.33BQ4 2021: $1.50BQ1 2022: $1.47BQ2 2022: $1.43BQ3 2022: $1.21BQ4 2022: $1.29BQ1 2023: $1.45BQ2 2023: $1.55BQ3 2023: $1.32BQ4 2023: $1.37BQ1 2024: $1.82BQ2 2024: $1.65BQ3 2024: $2.02BQ4 2024: $2.14BQ1 2025: $2.09BQ2 2025: $1.98BQ3 2025: $1.84BQ4 2025: $1.71BQ1 2026: $1.68BQ2 2026: $2.16B
Institutions holding MGEE and their total value by quarter
QuarterHoldersValue
Q2 2026337$2.16B
Q1 2026317$1.68B
Q4 2025314$1.71B
Q3 2025305$1.84B
Q2 2025295$1.98B
Q1 2025295$2.09B
Q4 2024294$2.14B
Q3 2024267$2.02B
Q2 2024255$1.65B
Q1 2024226$1.82B
Q4 2023229$1.37B
Q3 2023201$1.32B
Q2 2023198$1.55B
Q1 2023208$1.45B
Q4 2022200$1.29B
Q3 2022198$1.21B
Q2 2022205$1.43B
Q1 2022194$1.47B
Q4 2021184$1.50B
Q3 2021181$1.33B
Q2 2021173$1.34B
Q1 2021178$1.28B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2023.

Institutions holding MGEE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Trust Advisors LP5,499$397.6K0.00%−919,085−99.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund5,500$397.7K0.00%−4,500−45.0%Reduced
Savant Capital, LLC5,535$400.2K0.01%+10.0%Added
Two Sigma Advisers, LP5,600$404.9K0.00%+5,600New
Oarsman Capital, Inc.5,688$411.3K0.11%−505−8.2%Reduced
Mackenzie Financial Corp5,824$421.1K0.00%−20.0%Reduced
Schonfeld Strategic Advisors LLC5,903$426.8K0.00%+5,903New
XTX Topco Ltd5,910$427.4K0.09%+5,910New
ProShare Advisors LLC6,044$437.0K0.00%+1,300+27.4%Added
Bank of Montreal6,047$441.1K0.00%−528−8.0%Reduced
Nebula Research & Development LLC6,101$441.2K0.13%+6,101New
Great Valley Advisor Group, Inc.6,147$444.5K0.02%+6,147New
First Business Financial Services, Inc.6,238$451.1K0.05%−665−9.6%Reduced
Cetera Investment Advisers6,438$465.5K0.00%−424−6.2%Reduced
Alps Advisors Inc6,522$471.6K0.00%+896+15.9%Added
Ameriprise Financial Inc6,631$479.5K0.00%−398−5.7%Reduced
Baird Financial Group, Inc.6,688$483.6K0.00%−883−11.7%Reduced
Independent Advisor Alliance6,713$485.4K0.02%−826−11.0%Reduced
Thompson Investment Management, Inc.6,792$491.1K0.08%+10+0.1%Added
MBE Wealth Management, LLC6,805$492.1K0.25%+398+6.2%Added
Creative Financial Designs Inc6,844$494.9K0.05%+489+7.7%Added
Raymond James Financial Services Advisors, Inc.6,929$501.0K0.00%−86−1.2%Reduced
Public Employees Retirement Association of Colorado7,240$524.0K0.00%00.0%Unchanged
Creative Planning7,294$527.4K0.00%−2,085−22.2%Reduced
SEI Investments Co7,308$528.4K0.00%−20.0%Reduced
State of Wisconsin Investment Board7,330$530.0K0.00%+2,921+66.3%Added
FMR LLC7,413$536.0K0.00%−20,400−73.3%Reduced
Quest Partners LLC7,881$569.9K0.12%+7,881New
Nisa Investment Advisors, LLC7,918$572.6K0.00%00.0%Unchanged
Van Eck Associates Corp8,203$593.0K0.00%−262−3.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,433$609.8K0.00%+1,140+15.6%Added
ICW Investment Advisors LLC8,538$617.4K0.30%+63+0.7%Added
Wealth Enhancement Advisory Services, LLC8,832$638.6K0.00%−2,400−21.4%Reduced
Engineers Gate Manager LP8,930$645.7K0.02%+8,930New
Tower Research Capital LLC (TRC)9,003$651.0K0.01%+8,296+1,173.4%Added
Northwestern Mutual Wealth Management Co9,011$651.6K0.00%−5,531−38.0%Reduced
Voloridge Investment Management, LLC9,035$653.3K0.00%+5,632+165.5%Added
Arrowstreet Capital, Limited Partnership9,972$721.0K0.00%+9,972New
Arizona State Retirement System10,110$731.1K0.01%−186−1.8%Reduced
Johnson Financial Group, Inc.10,164$735.0K0.04%+7,257+249.6%Added
Beck Bode, LLC10,325$746.6K0.17%+842+8.9%Added
Eaton Financial Holdings Company, LLC10,325$746.6K0.18%+842+8.9%Added
Hennessy Advisors Inc10,479$757.7K0.04%−300−2.8%Reduced
Regal Investment Advisors LLC10,580$765.0K0.06%+62+0.6%Added
State Board of Administration of Florida Retirement System10,666$771.3K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.10,953$792.0K0.01%+2,808+34.5%Added
Mercer Global Advisors Inc10,966$793.0K0.00%+668+6.5%Added
NorthRock Partners, LLC10,968$793.1K0.03%+408+3.9%Added
Allspring Global Investments Holdings, LLC11,313$818.0K0.00%−10,642−48.5%Reduced
D. E. Shaw & Co., Inc.12,785$924.5K0.00%+12,785New
KLCM Advisors, Inc.12,975$938.2K0.14%00.0%Unchanged
Teacher Retirement System of Texas13,227$956.0K0.01%−441−3.2%Reduced
Citigroup Inc13,407$969.5K0.00%+4,957+58.7%Added
Advisor Group Holdings, Inc.13,562$980.8K0.00%−1,894−12.3%Reduced
Goldstein Advisors, LLC13,633$985.8K0.17%−2,493−15.5%Reduced
American Century Companies Inc13,993$1.01M0.00%+9,116+186.9%Added
STRS Ohio14,000$1.01M0.00%−500−3.4%Reduced
New York State Common Retirement Fund14,422$1.04M0.00%−1,464−9.2%Reduced
Voya Investment Management LLC14,906$1.08M0.00%+47+0.3%Added
Janus Henderson Group PLC16,563$1.20M0.00%−28−0.2%Reduced
Deutsche Bank AG16,701$1.21M0.00%−850−4.8%Reduced
Mirae Asset Global Investments Co., Ltd.16,863$1.22M0.00%+1,011+6.4%Added
CWM, LLC17,521$1.27M0.01%−1,716−8.9%Reduced
Tudor Investment Corp Et Al18,115$1.31M0.02%+18,115New
American International Group, Inc.18,151$1.31M0.01%−73−0.4%Reduced
Manufacturers Life Insurance Company, The18,328$1.33M0.00%−380−2.0%Reduced
MetLife Investment Management19,023$1.38M0.01%00.0%Unchanged
Wells Fargo & Company19,161$1.39M0.00%+6,001+45.6%Added
TD Asset Management Inc20,008$1.45M0.00%+1,200+6.4%Added
Royal Bank of Canada20,186$1.46M0.00%+6,526+47.8%Added
Balyasny Asset Management LLC20,672$1.49M0.00%+11,402+123.0%Added
Jump Financial, LLC21,149$1.53M0.05%+21,149New
Quadrature Capital Ltd21,484$1.55M0.03%+11,809+122.1%Added
LPL Financial LLC21,848$1.58M0.00%−516−2.3%Reduced
Russell Investments Group, Ltd.22,786$1.65M0.00%+8,162+55.8%Added
Algert Global LLC23,065$1.67M0.07%00.0%Unchanged
BNP Paribas Arbitrage, SA23,302$1.68M0.00%−4,422−16.0%Reduced
Cetera Advisor Networks LLC23,919$1.73M0.01%−279−1.2%Reduced
Renaissance Technologies LLC24,339$1.76M0.00%+10,939+81.6%Added
Qube Research & Technologies Ltd24,576$1.78M0.00%+24,576New
Credit Suisse AG25,219$1.82M0.00%−957−3.7%Reduced
Royal London Asset Management Ltd25,783$1.86M0.01%−49,977−66.0%Reduced
Two Sigma Investments, LP25,952$1.88M0.00%+22,902+750.9%Added
Magellan Asset Management Ltd26,485$1.92M0.02%+623+2.4%Added
Martingale Asset Management L P28,329$2.05M0.04%−80−0.3%Reduced
Madison Wealth Partners, Inc28,756$2.08M0.82%−515−1.8%Reduced
Macquarie Group Ltd31,019$2.24M0.00%+10,272+49.5%Added
Walkner Condon Financial Advisors LLC31,473$2.28M0.52%+146+0.5%Added
US Bancorp33,660$2.43M0.00%−1,548−4.4%Reduced
State of New Jersey Common Pension Fund D34,766$2.51M0.01%00.0%Unchanged
Alliancebernstein L.P.37,820$2.73M0.00%00.0%Unchanged
California State Teachers Retirement System38,219$2.76M0.00%−1,815−4.5%Reduced
Squarepoint Ops LLC45,068$3.26M0.01%+45,068New
Bridgeway Capital Management, LLC46,100$3.33M0.07%00.0%Unchanged
Price T Rowe Associates Inc48,589$3.51M0.00%+1,531+3.3%Added
Citadel Advisors LLC49,397$3.57M0.00%+37,776+325.1%Added
Commonwealth Equity Services, LLC53,058$3.84M0.01%+3,759+7.6%Added
UBS Asset Management Americas Inc56,703$4.10M0.00%+366+0.6%Added
Barclays PLC57,486$4.16M0.00%+44,485+342.2%Added
Cubist Systematic Strategies, LLC59,816$4.33M0.05%+42,145+238.5%Added