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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, 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.

Institutional holdersQ1 2024: 226 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 heldQ1 2024: $1.82B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q4 2023.

Institutions holding MGEE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Franklin Resources Inc5,342$420.5K0.00%+1,759+49.1%Added
SEI Investments Co5,661$445.6K0.00%−1,647−22.5%Reduced
AQR Capital Management LLC5,776$454.7K0.00%+1,906+49.3%Added
NorthRock Partners, LLC5,786$455.5K0.02%−5,182−47.2%Reduced
Algert Global LLC5,935$467.2K0.02%−17,130−74.3%Reduced
Teachers Retirement System of the State of Kentucky6,227$490.0K0.00%+6,227New
Mutual of America Capital Management LLC6,229$490.3K0.01%+6,229New
Raymond James Financial Services Advisors, Inc.6,373$501.7K0.00%−556−8.0%Reduced
Public Employees Retirement Association of Colorado6,594$519.0K0.00%−646−8.9%Reduced
Resona Asset Management Co.,Ltd.6,713$528.4K0.00%+6,713New
Independent Advisor Alliance6,713$528.4K0.02%00.0%Unchanged
Thompson Investment Management, Inc.6,792$534.7K0.08%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)7,143$562.3K0.00%−1,290−15.3%Reduced
Cerity Partners LLC7,175$564.8K0.00%+7,175New
Creative Financial Designs Inc7,229$569.0K0.05%+385+5.6%Added
Creative Planning7,297$574.4K0.00%+30.0%Added
First Business Financial Services, Inc.7,338$577.6K0.06%+1,100+17.6%Added
ProShare Advisors LLC7,351$578.7K0.00%+1,307+21.6%Added
Alps Advisors Inc7,656$602.7K0.00%+1,134+17.4%Added
Great Valley Advisor Group, Inc.8,558$673.7K0.02%+2,411+39.2%Added
ICW Investment Advisors LLC8,568$674.4K0.30%+30+0.4%Added
Van Eck Associates Corp8,588$676.0K0.00%+385+4.7%Added
Northwestern Mutual Wealth Management Co8,622$678.7K0.00%−389−4.3%Reduced
Balyasny Asset Management LLC8,641$680.2K0.00%−12,031−58.2%Reduced
MBE Wealth Management, LLC8,859$697.4K0.43%+2,054+30.2%Added
Bank of Montreal9,009$710.3K0.00%+2,962+49.0%Added
Quadrature Capital Ltd9,128$718.6K0.01%−12,356−57.5%Reduced
Royal Bank of Canada9,383$739.0K0.00%−10,803−53.5%Reduced
Avantax Advisory Services, Inc.9,471$745.6K0.01%−1,482−13.5%Reduced
Wealth Enhancement Advisory Services, LLC9,841$774.7K0.00%+1,009+11.4%Added
Arizona State Retirement System9,939$782.4K0.01%−171−1.7%Reduced
Oregon Public Employees Retirement Fund10,400$818.7K0.02%+10,400New
Hennessy Advisors Inc10,479$824.9K0.03%00.0%Unchanged
Mercer Global Advisors Inc10,627$837.0K0.00%−339−3.1%Reduced
Regal Investment Advisors LLC10,639$837.5K0.06%+59+0.6%Added
Renaissance Technologies LLC10,700$842.0K0.00%−13,639−56.0%Reduced
Merit Financial Group, LLC10,869$868.6K0.02%+10,869New
Allspring Global Investments Holdings, LLC11,201$881.7K0.00%−112−1.0%Reduced
Amalgamated Bank11,458$902.0K0.01%+7,249+172.2%Added
Voya Investment Management LLC11,843$932.3K0.00%−3,063−20.5%Reduced
New York State Teachers Retirement System11,868$934.0K0.00%+11,868New
Maryland State Retirement & Pension System13,031$973.7K0.02%+13,031New
STRS Ohio12,400$976.0K0.00%−1,600−11.4%Reduced
Jane Street Group, LLC12,547$987.7K0.00%−59,706−82.6%Reduced
Advisor Group Holdings, Inc.12,574$990.1K0.00%−988−7.3%Reduced
Teacher Retirement System of Texas12,803$1.01M0.01%−424−3.2%Reduced
Russell Investments Group, Ltd.12,970$1.02M0.00%−9,816−43.1%Reduced
KLCM Advisors, Inc.12,975$1.02M0.13%00.0%Unchanged
Goldstein Advisors, LLC13,568$1.07M0.18%−65−0.5%Reduced
State Board of Administration of Florida Retirement System15,116$1.17M0.00%+4,450+41.7%Added
Edgestream Partners, L.P.14,967$1.18M0.06%+14,967New
Comerica Bank15,012$1.18M0.01%+14,879+11,187.2%Added
Mirae Asset Global Investments Co., Ltd.15,852$1.22M0.00%−1,011−6.0%Reduced
New York State Common Retirement Fund15,807$1.24M0.00%+1,385+9.6%Added
CWM, LLC16,173$1.27M0.01%−1,348−7.7%Reduced
Yousif Capital Management, LLC16,370$1.29M0.01%+16,370New
Janus Henderson Group PLC16,563$1.30M0.00%00.0%Unchanged
Deutsche Bank AG17,634$1.39M0.00%+933+5.6%Added
Louisiana State Employees Retirement System17,900$1.41M0.03%+17,900New
MetLife Investment Management18,477$1.45M0.01%−546−2.9%Reduced
LPL Financial LLC19,189$1.51M0.00%−2,659−12.2%Reduced
American International Group, Inc.19,673$1.55M0.01%+1,522+8.4%Added
Manufacturers Life Insurance Company, The20,245$1.59M0.00%+1,917+10.5%Added
Wells Fargo & Company21,771$1.71M0.00%+2,610+13.6%Added
State of Alaska, Department of Revenue22,029$1.73M0.02%+22,029New
BNP Paribas Arbitrage, SA24,029$1.89M0.00%+727+3.1%Added
Citigroup Inc24,788$1.95M0.00%+11,381+84.9%Added
Magellan Asset Management Ltd26,331$2.07M0.02%−154−0.6%Reduced
Credit Suisse AG26,595$2.09M0.00%+1,376+5.5%Added
Great West Life Assurance Co27,829$2.19M0.00%+27,829New
ExodusPoint Capital Management, LP28,174$2.22M0.03%+28,174New
Two Sigma Advisers, LP28,200$2.22M0.01%+22,600+403.6%Added
Martingale Asset Management L P28,331$2.23M0.04%+20.0%Added
Macquarie Group Ltd29,103$2.29M0.00%−1,916−6.2%Reduced
Cetera Investment Advisers29,622$2.33M0.01%+23,184+360.1%Added
Madison Wealth Partners, Inc29,665$2.34M0.84%+909+3.2%Added
Thrivent Financial for Lutherans31,372$2.47M0.00%+31,372New
Walkner Condon Financial Advisors LLC31,613$2.49M0.53%+140+0.4%Added
Texas Permanent School Fund31,649$2.49M0.02%+31,649New
Susquehanna Fundamental Investments, LLC32,672$2.57M0.12%+32,672New
Barclays PLC32,886$2.59M0.00%−24,600−42.8%Reduced
Citadel Advisors LLC32,969$2.60M0.00%−16,428−33.3%Reduced
US Bancorp33,326$2.62M0.00%−334−1.0%Reduced
Millennium Management LLC33,553$2.64M0.00%−79,960−70.4%Reduced
California State Teachers Retirement System36,211$2.85M0.00%−2,008−5.3%Reduced
State of Wisconsin Investment Board36,518$2.87M0.01%+29,188+398.2%Added
Royal London Asset Management Ltd36,707$2.89M0.01%+10,924+42.4%Added
D. E. Shaw & Co., Inc.37,515$2.95M0.00%+24,730+193.4%Added
Alliancebernstein L.P.39,874$3.14M0.00%+2,054+5.4%Added
Prudential Financial Inc40,495$3.19M0.00%+37,560+1,279.7%Added
American Century Companies Inc42,032$3.31M0.00%+28,039+200.4%Added
State of New Jersey Common Pension Fund D44,095$3.47M0.01%+9,329+26.8%Added
Bridgeway Capital Management, LLC46,100$3.63M0.07%00.0%Unchanged
Price T Rowe Associates Inc52,078$4.10M0.00%+3,489+7.2%Added
Commonwealth Equity Services, LLC52,565$4.14M0.01%−493−0.9%Reduced
UBS Group AG56,359$4.44M0.00%−25,026−30.8%Reduced
UBS Asset Management Americas Inc58,804$4.63M0.00%+2,101+3.7%Added
Bank of America Corp61,287$4.82M0.00%−27,285−30.8%Reduced
Harbour Investments, Inc.66,651$5.25M0.19%+347+0.5%Added
Swiss National Bank71,350$5.62M0.00%00.0%Unchanged