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 |
|---|---|---|---|---|---|
| Bank of Montreal | 9,009 | $710.3K | 0.00% | +2,962+49.0% | Added |
| MBE Wealth Management, LLC | 8,859 | $697.4K | 0.43% | +2,054+30.2% | Added |
| Balyasny Asset Management LLC | 8,641 | $680.2K | 0.00% | −12,031−58.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,622 | $678.7K | 0.00% | −389−4.3% | Reduced |
| Van Eck Associates Corp | 8,588 | $676.0K | 0.00% | +385+4.7% | Added |
| ICW Investment Advisors LLC | 8,568 | $674.4K | 0.30% | +30+0.4% | Added |
| Great Valley Advisor Group, Inc. | 8,558 | $673.7K | 0.02% | +2,411+39.2% | Added |
| Alps Advisors Inc | 7,656 | $602.7K | 0.00% | +1,134+17.4% | Added |
| ProShare Advisors LLC | 7,351 | $578.7K | 0.00% | +1,307+21.6% | Added |
| First Business Financial Services, Inc. | 7,338 | $577.6K | 0.06% | +1,100+17.6% | Added |
| Creative Planning | 7,297 | $574.4K | 0.00% | +30.0% | Added |
| Creative Financial Designs Inc | 7,229 | $569.0K | 0.05% | +385+5.6% | Added |
| Cerity Partners LLC | 7,175 | $564.8K | 0.00% | +7,175 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,143 | $562.3K | 0.00% | −1,290−15.3% | Reduced |
| Thompson Investment Management, Inc. | 6,792 | $534.7K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,713 | $528.4K | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 6,713 | $528.4K | 0.00% | +6,713 | New |
| Public Employees Retirement Association of Colorado | 6,594 | $519.0K | 0.00% | −646−8.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,373 | $501.7K | 0.00% | −556−8.0% | Reduced |
| Mutual of America Capital Management LLC | 6,229 | $490.3K | 0.01% | +6,229 | New |
| Teachers Retirement System of the State of Kentucky | 6,227 | $490.0K | 0.00% | +6,227 | New |
| Algert Global LLC | 5,935 | $467.2K | 0.02% | −17,130−74.3% | Reduced |
| NorthRock Partners, LLC | 5,786 | $455.5K | 0.02% | −5,182−47.2% | Reduced |
| AQR Capital Management LLC | 5,776 | $454.7K | 0.00% | +1,906+49.3% | Added |
| SEI Investments Co | 5,661 | $445.6K | 0.00% | −1,647−22.5% | Reduced |
| Franklin Resources Inc | 5,342 | $420.5K | 0.00% | +1,759+49.1% | Added |
| Keybank National Association | 5,259 | $414.0K | 0.00% | +889+20.3% | Added |
| Tower View Investment Management & Research LLC | 5,165 | $406.6K | 0.24% | +11+0.2% | Added |
| IFM Investors Pty Ltd | 5,054 | $397.9K | 0.00% | +5,054 | New |
| Savant Capital, LLC | 4,855 | $382.2K | 0.00% | −680−12.3% | Reduced |
| Wealthspire Advisors, LLC | 4,791 | $377.1K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 4,748 | $373.8K | 0.03% | −15−0.3% | Reduced |
| Baird Financial Group, Inc. | 4,712 | $370.9K | 0.00% | −1,976−29.5% | Reduced |
| Oarsman Capital, Inc. | 4,705 | $370.4K | 0.09% | −983−17.3% | Reduced |
| CWM Advisors, LLC | 4,558 | $358.8K | 0.04% | −782−14.6% | Reduced |
| Blair William & Co | 4,350 | $342.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,338 | $341.5K | 0.00% | +1,124+35.0% | Added |
| Two Sigma Investments, LP | 4,331 | $340.9K | 0.00% | −21,621−83.3% | Reduced |
| HSBC Holdings PLC | 4,047 | $318.6K | 0.00% | +4,047 | New |
| Captrust Financial Advisors | 3,927 | $309.1K | 0.00% | +132+3.5% | Added |
| Inceptionr LLC | 3,787 | $298.1K | 0.08% | +3,787 | New |
| Ameritas Investment Partners, Inc. | 3,780 | $297.6K | 0.01% | 00.0% | Unchanged |
| Landaas & Co | 3,466 | $273.0K | 0.09% | +300+9.5% | Added |
| Landscape Capital Management, L.L.C. | 3,463 | $272.6K | 0.02% | −158−4.4% | Reduced |
| Glenmede Trust Co NA | 3,456 | $272.1K | 0.00% | +3,456 | New |
| Associated Banc-Corp | 3,360 | $264.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,290 | $259.0K | 0.00% | +3,290 | New |
| ERn Financial, LLC | 3,233 | $254.5K | 0.04% | +113+3.6% | Added |
| Everence Capital Management Inc | 3,230 | $254.0K | 0.02% | +3,230 | New |
| JustInvest LLC | 3,165 | $249.2K | 0.01% | +319+11.2% | Added |
| North Star Asset Management Inc | 3,146 | $247.7K | 0.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 3,138 | $247.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,124 | $245.9K | 0.05% | +3,124 | New |
| Advisors Asset Management, Inc. | 2,952 | $232.4K | 0.00% | +2,952 | New |
| FMR LLC | 2,636 | $207.5K | 0.00% | −4,777−64.4% | Reduced |
| Stifel Financial Corp | 2,573 | $202.5K | 0.00% | +2,573 | New |
| CWS Financial Advisors, LLC | 2,550 | $200.7K | 0.08% | +2,550 | New |
| Nisa Investment Advisors, LLC | 2,354 | $185.3K | 0.00% | −5,564−70.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,238 | $176.5K | 0.00% | +2,238 | New |
| Benjamin F. Edwards & Company, Inc. | 2,104 | $166.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 1,925 | $151.8K | 0.00% | +1,925 | New |
| Metropolitan Life Insurance Co | 1,903 | $149.8K | 0.01% | −196−9.3% | Reduced |
| NBT Bank N A | 1,853 | $145.8K | 0.01% | +4+0.2% | Added |
| EnRich Financial Partners LLC | 1,605 | $126.3K | 0.05% | +1,605 | New |
| Stephenson National Bank & Trust | 1,272 | $100.1K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,274 | $100.0K | 0.00% | +1,274 | New |
| HM Payson & Co | 1,168 | $91.9K | 0.00% | −534−31.4% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $88.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 942 | $74.2K | 0.00% | −14−1.5% | Reduced |
| Johnson Financial Group, Inc. | 930 | $73.2K | 0.00% | −9,234−90.9% | Reduced |
| IFP Advisors, Inc | 905 | $71.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 854 | $67.0K | 0.00% | +388+83.3% | Added |
| Covestor Ltd | 794 | $63.0K | 0.04% | +240+43.3% | Added |
| AdvisorNet Financial, Inc | 779 | $61.3K | 0.01% | −17−2.1% | Reduced |
| Shell Asset Management Co | 785 | $59.0K | 0.00% | −53−6.3% | Reduced |
| Quadrant Capital Group LLC | 737 | $58.0K | 0.00% | −558−43.1% | Reduced |
| First Personal Financial Services | 701 | $55.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $54.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $52.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $51.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 600 | $47.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $47.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 534 | $42.0K | 0.00% | −300−36.0% | Reduced |
| IAG Wealth Partners, LLC | 528 | $41.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 477 | $37.5K | 0.00% | +337+240.7% | Added |
| Hilltop National Bank | 462 | $36.4K | 0.01% | +462 | New |
| Public Employees Retirement System of Ohio | 400 | $31.5K | 0.00% | +12+3.1% | Added |
| Operose Advisors LLC | 337 | $26.5K | 0.01% | +337 | New |
| Gradient Investments LLC | 312 | $24.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 303 | $23.9K | 0.01% | +2+0.7% | 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 |
| Huntington National Bank | 293 | $23.1K | 0.00% | +110+60.1% | Added |
| Whittier Trust Co | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 227 | $17.9K | 0.00% | −203−47.2% | Reduced |
| Principal Securities, Inc. | 197 | $15.5K | 0.00% | +93+89.4% | Added |
| GAMMA Investing LLC | 195 | $15.3K | 0.00% | −107−35.4% | Reduced |
| Fifth Third Bancorp | 174 | $13.7K | 0.00% | +44+33.8% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $10.6K | 0.00% | 00.0% | Unchanged |