Mge Energy Inc

MGEE

Exchange: Nasdaq
Industry: Electric, Gas & Sanitary Services
SEC CIK: 0001161728

SEC filings (opens in a new tab)

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.

Q1 2024 vs. Q4 2023

How the institutions holding Mge Energy Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of MGEE: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	229	1	226	−2
Shares	19.0M	150	23.1M	+4.11M (+21.7%)
Value	$1.37B	$11.0K	$1.82B	+$445.7M (+32.4%)

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Mge Energy Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to MGEE in Q1 2024
Institution	Shares	Value	% of portfolio
Public Sector Pension Investment Board	74,120	$5.83M	0.04%
Susquehanna Fundamental Investments, LLC	32,672	$2.57M	0.12%
Texas Permanent School Fund	31,649	$2.49M	0.02%
Thrivent Financial for Lutherans	31,372	$2.47M	0.00%
ExodusPoint Capital Management, LP	28,174	$2.22M	0.03%
Great West Life Assurance Co	27,829	$2.19M	0.00%
State of Alaska, Department of Revenue	22,029	$1.73M	0.02%
Louisiana State Employees Retirement System	17,900	$1.41M	0.03%
Yousif Capital Management, LLC	16,370	$1.29M	0.01%
Edgestream Partners, L.P.	14,967	$1.18M	0.06%
Maryland State Retirement & Pension System	13,031	$973.7K	0.02%
New York State Teachers Retirement System	11,868	$934.0K	0.00%
Merit Financial Group, LLC	10,869	$868.6K	0.02%
Oregon Public Employees Retirement Fund	10,400	$818.7K	0.02%
Cerity Partners LLC	7,175	$564.8K	0.00%
Resona Asset Management Co.,Ltd.	6,713	$528.4K	0.00%
Mutual of America Capital Management LLC	6,229	$490.3K	0.01%
Teachers Retirement System of the State of Kentucky	6,227	$490.0K	0.00%
IFM Investors Pty Ltd	5,054	$397.9K	0.00%
HSBC Holdings PLC	4,047	$318.6K	0.00%
Inceptionr LLC	3,787	$298.1K	0.08%
Glenmede Trust Co NA	3,456	$272.1K	0.00%
CI Private Wealth, LLC	3,290	$259.0K	0.00%
Everence Capital Management Inc	3,230	$254.0K	0.02%
Aigen Investment Management, LP	3,124	$245.9K	0.05%
Advisors Asset Management, Inc.	2,952	$232.4K	0.00%
Stifel Financial Corp	2,573	$202.5K	0.00%
CWS Financial Advisors, LLC	2,550	$200.7K	0.08%
CIBC Private Wealth Group, LLC	2,238	$176.5K	0.00%
Bokf, NA	1,925	$151.8K	0.00%
EnRich Financial Partners LLC	1,605	$126.3K	0.05%
SG Americas Securities, LLC	1,274	$100.0K	0.00%
Hilltop National Bank	462	$36.4K	0.01%
Operose Advisors LLC	337	$26.5K	0.01%
Fortitude Family Office, LLC	33	$2.60K	0.00%
Farmers & Merchants Investments Inc	20	$1.57K	0.00%
Umb Bank N A	18	$1.42K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	15	$1.18K	0.00%
Smartleaf Asset Management LLC	14	$1.08K	0.00%
Valley National Advisers Inc	20	$1.00K	0.00%
Rothschild Investment LLC	5	$394	0.00%
Parkside Financial Bank & Trust	2	$158	0.00%

Sold out (44)

Institutions that held Mge Energy Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of MGEE in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Susquehanna International Group, LLP	120,811	$8.74M
Deprince Race & Zollo Inc	86,717	$6.27M
Cubist Systematic Strategies, LLC	59,816	$4.33M
Squarepoint Ops LLC	45,068	$3.26M
Cetera Advisor Networks LLC	23,919	$1.73M
Jump Financial, LLC	21,149	$1.53M
TD Asset Management Inc	20,008	$1.45M
Tudor Investment Corp Et Al	18,115	$1.31M
Beck Bode, LLC	10,325	$746.6K
Eaton Financial Holdings Company, LLC	10,325	$746.6K
Arrowstreet Capital, Limited Partnership	9,972	$721.0K
Voloridge Investment Management, LLC	9,035	$653.3K
Engineers Gate Manager LP	8,930	$645.7K
Nebula Research & Development LLC	6,101	$441.2K
XTX Topco Ltd	5,910	$427.4K
Schonfeld Strategic Advisors LLC	5,903	$426.8K
Mackenzie Financial Corp	5,824	$421.1K
Healthcare of Ontario Pension Plan Trust Fund	5,500	$397.7K
AE Wealth Management LLC	6,004	$394.1K
Virtu Financial LLC	5,325	$385.0K
Marshall Wace, LLP	4,566	$330.2K
Foundry Partners, LLC	4,455	$322.1K
Occudo Quantitative Strategies LP	3,626	$262.2K
Susquehanna Portfolio Strategies, LLC	3,605	$260.7K
Quantbot Technologies LP	3,500	$253.1K
Evergreen Capital Management LLC	3,157	$228.3K
Neuberger Berman Group LLC	2,942	$212.7K
Deerfield Management Company, L.P. (Series C)	2,856	$206.5K
Cambridge Investment Research Advisors, Inc.	2,777	$201.0K
Point72 Middle East FZE	2,388	$172.7K
Point72 Hong Kong Ltd	2,300	$166.3K
American State Bank (Iowa)	1,800	$130.2K
Point72 Asia (Singapore) Pte. Ltd.	398	$28.8K
Advisory Services Network, LLC	279	$20.2K
Tradition Wealth Management, LLC	173	$12.0K
Hazlett, Burt & Watson, Inc.	129	$9.00K
New Millennium Group LLC	112	$8.10K
EntryPoint Capital, LLC	81	$5.86K
West Tower Group, LLC	77	$5.57K
Capital Advisors, Ltd. LLC	35	$3.00K
Glassman Wealth Services	32	$2.31K
Mendota Financial Group, LLC	28	$2.02K
Avion Wealth	7	$1.00K
Spire Wealth Management	13	$890

Not filed for Q1 2024 yet (1)

Institutions that held Mge Energy Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MGEE in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Bartlett & Co. LLC	150	$11.0K