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, Q1 2024
Institutional positions in Mge Energy Inc as of Mar 31, 2024. 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
- 226
- −2 vs. Q4 2023
- Shares held
- 23.1M
- +4.11M (+21.7%) vs. Q4 2023
- Total value
- $1.82B
- +$445.7M (+32.4%) vs. Q4 2023
- New holders
- 42
- 78 more added
- Sold out
- 44
- 71 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 2 | $158 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 4 | $315 | 0.00% | −25−86.2% | Reduced |
| SJS Investment Consulting Inc. | 5 | $394 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $394 | 0.00% | +5 | New |
| Proequities, Inc. | 7 | $551 | 0.00% | +1+16.7% | Added |
| Quest Partners LLC | 9 | $708 | 0.00% | −7,872−99.9% | Reduced |
| Global Retirement Partners, LLC | 10 | $787 | 0.00% | −12−54.5% | Reduced |
| Farther Finance Advisors, LLC | 10 | $789 | 0.00% | −1−9.1% | Reduced |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +20 | New |
| Smartleaf Asset Management LLC | 14 | $1.08K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $1.10K | 0.00% | −88−86.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $1.18K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 18 | $1.42K | 0.00% | −4−18.2% | Reduced |
| Umb Bank N A | 18 | $1.42K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 20 | $1.57K | 0.00% | +20 | New |
| Tower Research Capital LLC (TRC) | 27 | $2.13K | 0.00% | −8,976−99.7% | Reduced |
| Ronald Blue Trust, Inc. | 30 | $2.36K | 0.00% | −26−46.4% | Reduced |
| Fortitude Family Office, LLC | 33 | $2.60K | 0.00% | +33 | New |
| Allworth Financial LP | 44 | $3.46K | 0.00% | −1−2.2% | Reduced |
| Versant Capital Management, Inc | 49 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 64 | $5.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 66 | $5.17K | 0.00% | +59+842.9% | Added |
| WealthCollab, LLC | 79 | $6.22K | 0.00% | +51+182.1% | Added |
| McIlrath & Eck, LLC | 95 | $7.48K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 174 | $13.7K | 0.00% | +44+33.8% | Added |
| GAMMA Investing LLC | 195 | $15.3K | 0.00% | −107−35.4% | Reduced |
| Principal Securities, Inc. | 197 | $15.5K | 0.00% | +93+89.4% | Added |
| Lindbrook Capital, LLC | 227 | $17.9K | 0.00% | −203−47.2% | Reduced |
| Whittier Trust Co | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 293 | $23.1K | 0.00% | +110+60.1% | Added |
| Monetary Management Group Inc | 300 | $23.6K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 300 | $23.6K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 303 | $23.9K | 0.01% | +2+0.7% | Added |
| Gradient Investments LLC | 312 | $24.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 337 | $26.5K | 0.01% | +337 | New |
| Public Employees Retirement System of Ohio | 400 | $31.5K | 0.00% | +12+3.1% | Added |
| Hilltop National Bank | 462 | $36.4K | 0.01% | +462 | New |
| Parallel Advisors, LLC | 477 | $37.5K | 0.00% | +337+240.7% | Added |
| IAG Wealth Partners, LLC | 528 | $41.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 534 | $42.0K | 0.00% | −300−36.0% | Reduced |
| Security National Bank | 600 | $47.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $47.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $51.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $52.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $54.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 701 | $55.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 737 | $58.0K | 0.00% | −558−43.1% | Reduced |
| Shell Asset Management Co | 785 | $59.0K | 0.00% | −53−6.3% | Reduced |
| AdvisorNet Financial, Inc | 779 | $61.3K | 0.01% | −17−2.1% | Reduced |
| Covestor Ltd | 794 | $63.0K | 0.04% | +240+43.3% | Added |
| KBC Group NV | 854 | $67.0K | 0.00% | +388+83.3% | Added |
| IFP Advisors, Inc | 905 | $71.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 930 | $73.2K | 0.00% | −9,234−90.9% | Reduced |
| Signaturefd, LLC | 942 | $74.2K | 0.00% | −14−1.5% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $88.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,168 | $91.9K | 0.00% | −534−31.4% | Reduced |
| SG Americas Securities, LLC | 1,274 | $100.0K | 0.00% | +1,274 | New |
| Stephenson National Bank & Trust | 1,272 | $100.1K | 0.03% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 1,605 | $126.3K | 0.05% | +1,605 | New |
| NBT Bank N A | 1,853 | $145.8K | 0.01% | +4+0.2% | Added |
| Metropolitan Life Insurance Co | 1,903 | $149.8K | 0.01% | −196−9.3% | Reduced |
| Bokf, NA | 1,925 | $151.8K | 0.00% | +1,925 | New |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $166.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,238 | $176.5K | 0.00% | +2,238 | New |
| Nisa Investment Advisors, LLC | 2,354 | $185.3K | 0.00% | −5,564−70.3% | Reduced |
| CWS Financial Advisors, LLC | 2,550 | $200.7K | 0.08% | +2,550 | New |
| Stifel Financial Corp | 2,573 | $202.5K | 0.00% | +2,573 | New |
| FMR LLC | 2,636 | $207.5K | 0.00% | −4,777−64.4% | Reduced |
| Advisors Asset Management, Inc. | 2,952 | $232.4K | 0.00% | +2,952 | New |
| Aigen Investment Management, LP | 3,124 | $245.9K | 0.05% | +3,124 | New |
| Madison Asset Management, LLC | 3,138 | $247.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,146 | $247.7K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,165 | $249.2K | 0.01% | +319+11.2% | Added |
| Everence Capital Management Inc | 3,230 | $254.0K | 0.02% | +3,230 | New |
| ERn Financial, LLC | 3,233 | $254.5K | 0.04% | +113+3.6% | Added |
| CI Private Wealth, LLC | 3,290 | $259.0K | 0.00% | +3,290 | New |
| Associated Banc-Corp | 3,360 | $264.5K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,456 | $272.1K | 0.00% | +3,456 | New |
| Landscape Capital Management, L.L.C. | 3,463 | $272.6K | 0.02% | −158−4.4% | Reduced |
| Landaas & Co | 3,466 | $273.0K | 0.09% | +300+9.5% | Added |
| Ameritas Investment Partners, Inc. | 3,780 | $297.6K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 3,787 | $298.1K | 0.08% | +3,787 | New |
| Captrust Financial Advisors | 3,927 | $309.1K | 0.00% | +132+3.5% | Added |
| HSBC Holdings PLC | 4,047 | $318.6K | 0.00% | +4,047 | New |
| Two Sigma Investments, LP | 4,331 | $340.9K | 0.00% | −21,621−83.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,338 | $341.5K | 0.00% | +1,124+35.0% | Added |
| Blair William & Co | 4,350 | $342.4K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,558 | $358.8K | 0.04% | −782−14.6% | Reduced |
| Oarsman Capital, Inc. | 4,705 | $370.4K | 0.09% | −983−17.3% | Reduced |
| Baird Financial Group, Inc. | 4,712 | $370.9K | 0.00% | −1,976−29.5% | Reduced |
| Trust Point Inc. | 4,748 | $373.8K | 0.03% | −15−0.3% | Reduced |
| Wealthspire Advisors, LLC | 4,791 | $377.1K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,855 | $382.2K | 0.00% | −680−12.3% | Reduced |
| IFM Investors Pty Ltd | 5,054 | $397.9K | 0.00% | +5,054 | New |
| Tower View Investment Management & Research LLC | 5,165 | $406.6K | 0.24% | +11+0.2% | Added |
| Keybank National Association | 5,259 | $414.0K | 0.00% | +889+20.3% | Added |