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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 7,918 | $572.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7,881 | $569.9K | 0.12% | +7,881 | New |
| FMR LLC | 7,413 | $536.0K | 0.00% | −20,400−73.3% | Reduced |
| State of Wisconsin Investment Board | 7,330 | $530.0K | 0.00% | +2,921+66.3% | Added |
| SEI Investments Co | 7,308 | $528.4K | 0.00% | −20.0% | Reduced |
| Creative Planning | 7,294 | $527.4K | 0.00% | −2,085−22.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,240 | $524.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 6,929 | $501.0K | 0.00% | −86−1.2% | Reduced |
| Creative Financial Designs Inc | 6,844 | $494.9K | 0.05% | +489+7.7% | Added |
| MBE Wealth Management, LLC | 6,805 | $492.1K | 0.25% | +398+6.2% | Added |
| Thompson Investment Management, Inc. | 6,792 | $491.1K | 0.08% | +10+0.1% | Added |
| Independent Advisor Alliance | 6,713 | $485.4K | 0.02% | −826−11.0% | Reduced |
| Baird Financial Group, Inc. | 6,688 | $483.6K | 0.00% | −883−11.7% | Reduced |
| Ameriprise Financial Inc | 6,631 | $479.5K | 0.00% | −398−5.7% | Reduced |
| Alps Advisors Inc | 6,522 | $471.6K | 0.00% | +896+15.9% | Added |
| Cetera Investment Advisers | 6,438 | $465.5K | 0.00% | −424−6.2% | Reduced |
| First Business Financial Services, Inc. | 6,238 | $451.1K | 0.05% | −665−9.6% | Reduced |
| Great Valley Advisor Group, Inc. | 6,147 | $444.5K | 0.02% | +6,147 | New |
| Nebula Research & Development LLC | 6,101 | $441.2K | 0.13% | +6,101 | New |
| Bank of Montreal | 6,047 | $441.1K | 0.00% | −528−8.0% | Reduced |
| ProShare Advisors LLC | 6,044 | $437.0K | 0.00% | +1,300+27.4% | Added |
| XTX Topco Ltd | 5,910 | $427.4K | 0.09% | +5,910 | New |
| Schonfeld Strategic Advisors LLC | 5,903 | $426.8K | 0.00% | +5,903 | New |
| Mackenzie Financial Corp | 5,824 | $421.1K | 0.00% | −20.0% | Reduced |
| Oarsman Capital, Inc. | 5,688 | $411.3K | 0.11% | −505−8.2% | Reduced |
| Two Sigma Advisers, LP | 5,600 | $404.9K | 0.00% | +5,600 | New |
| Savant Capital, LLC | 5,535 | $400.2K | 0.01% | +10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,500 | $397.7K | 0.00% | −4,500−45.0% | Reduced |
| First Trust Advisors LP | 5,499 | $397.6K | 0.00% | −919,085−99.4% | Reduced |
| AE Wealth Management LLC | 6,004 | $394.1K | 0.00% | +72+1.2% | Added |
| CWM Advisors, LLC | 5,340 | $386.1K | 0.04% | +850+18.9% | Added |
| Virtu Financial LLC | 5,325 | $385.0K | 0.03% | +5,325 | New |
| Tower View Investment Management & Research LLC | 5,154 | $373.0K | 0.23% | +52+1.0% | Added |
| Wealthspire Advisors, LLC | 4,791 | $346.4K | 0.00% | +280+6.2% | Added |
| Trust Point Inc. | 4,763 | $344.4K | 0.03% | +4,763 | New |
| Marshall Wace, LLP | 4,566 | $330.2K | 0.00% | +4,566 | New |
| Foundry Partners, LLC | 4,455 | $322.1K | 0.02% | +300+7.2% | Added |
| Principal Financial Group Inc | 4,393 | $317.7K | 0.00% | −221−4.8% | Reduced |
| Keybank National Association | 4,370 | $316.0K | 0.00% | +255+6.2% | Added |
| Blair William & Co | 4,350 | $314.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,209 | $304.0K | 0.00% | −371−8.1% | Reduced |
| AQR Capital Management LLC | 3,870 | $279.8K | 0.00% | −727−15.8% | Reduced |
| Captrust Financial Advisors | 3,795 | $274.4K | 0.00% | −176−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,780 | $273.3K | 0.01% | +152+4.2% | Added |
| Occudo Quantitative Strategies LP | 3,626 | $262.2K | 0.04% | +3,626 | New |
| Landscape Capital Management, L.L.C. | 3,621 | $261.8K | 0.02% | +3,621 | New |
| Susquehanna Portfolio Strategies, LLC | 3,605 | $260.7K | 0.00% | +3,605 | New |
| Franklin Resources Inc | 3,583 | $259.1K | 0.00% | +110+3.2% | Added |
| Quantbot Technologies LP | 3,500 | $253.1K | 0.01% | +2,821+415.5% | Added |
| Associated Banc-Corp | 3,360 | $243.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,214 | $232.4K | 0.00% | 00.0% | Unchanged |
| Landaas & Co | 3,166 | $229.0K | 0.08% | −300−8.7% | Reduced |
| Evergreen Capital Management LLC | 3,157 | $228.3K | 0.01% | −473−13.0% | Reduced |
| North Star Asset Management Inc | 3,146 | $227.5K | 0.01% | +3,146 | New |
| Madison Asset Management, LLC | 3,138 | $226.9K | 0.00% | −7,957−71.7% | Reduced |
| ERn Financial, LLC | 3,120 | $217.2K | 0.04% | +12+0.4% | Added |
| Neuberger Berman Group LLC | 2,942 | $212.7K | 0.00% | +2,942 | New |
| Prudential Financial Inc | 2,935 | $212.2K | 0.00% | +2,935 | New |
| Deerfield Management Company, L.P. (Series C) | 2,856 | $206.5K | 0.00% | +2,856 | New |
| JustInvest LLC | 2,846 | $205.8K | 0.01% | −172−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,777 | $201.0K | 0.00% | −1,211−30.4% | Reduced |
| Point72 Middle East FZE | 2,388 | $172.7K | 0.01% | +2,388 | New |
| Point72 Hong Kong Ltd | 2,300 | $166.3K | 0.01% | +2,300 | New |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $152.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,099 | $151.8K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,849 | $133.7K | 0.01% | +1,849 | New |
| American State Bank (Iowa) | 1,800 | $130.2K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 1,702 | $123.1K | 0.00% | +598+54.2% | Added |
| Quadrant Capital Group LLC | 1,295 | $93.6K | 0.01% | −42−3.1% | Reduced |
| Stephenson National Bank & Trust | 1,272 | $92.0K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $81.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 956 | $69.1K | 0.00% | −339−26.2% | Reduced |
| IFP Advisors, Inc | 905 | $65.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 838 | $61.0K | 0.00% | −270−24.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 834 | $60.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 796 | $57.6K | 0.01% | +10+1.3% | Added |
| First Personal Financial Services | 701 | $50.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $49.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $48.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $47.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $43.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 600 | $43.4K | 0.01% | +600 | New |
| Covestor Ltd | 554 | $40.0K | 0.03% | −87−13.6% | Reduced |
| IAG Wealth Partners, LLC | 528 | $38.2K | 0.01% | −250−32.1% | Reduced |
| KBC Group NV | 466 | $34.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 430 | $31.1K | 0.00% | +132+44.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 398 | $28.8K | 0.01% | +398 | New |
| Public Employees Retirement System of Ohio | 388 | $28.1K | 0.00% | −6−1.5% | Reduced |
| Gradient Investments LLC | 312 | $22.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 301 | $21.8K | 0.01% | +1+0.3% | Added |
| Monetary Management Group Inc | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 300 | $21.7K | 0.01% | +300 | New |
| Advisory Services Network, LLC | 279 | $20.2K | 0.00% | +279 | New |
| GAMMA Investing LLC | 302 | $19.5K | 0.01% | +302 | New |
| Whittier Trust Co | 229 | $16.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 183 | $13.2K | 0.00% | +98+115.3% | Added |
| Tradition Wealth Management, LLC | 173 | $12.0K | 0.00% | +1+0.6% | Added |
| Bartlett & Co. LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 140 | $10.1K | 0.00% | −8−5.4% | Reduced |