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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, Q2 2024

Institutional positions in Mge Energy Inc as of Jun 30, 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
255
+31 vs. Q1 2024
Shares held
22.1M
−952.9K (−4.1%) vs. Q1 2024
Total value
$1.65B
−$163.4M (−9.0%) vs. Q1 2024
New holders
45
94 more added
Sold out
14
73 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 255 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 heldQ2 2024: $1.65B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q1 2024.

Institutions holding MGEE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quarry LP2$1490.00%+2New
Parkside Financial Bank & Trust2$1500.00%00.0%Unchanged
Innealta Capital, LLC3$2240.00%+3New
Massmutual Trust Co FSB4$2990.00%00.0%Unchanged
Jones Financial Companies LLLP4$2990.00%+4New
Larson Financial Group LLC4$2990.00%+4New
DiNuzzo Private Wealth, Inc.6$4490.00%+1+20.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$5230.00%−8−53.3%Reduced
Proequities, Inc.7$5230.00%00.0%Unchanged
CVA Family Office, LLC7$5230.00%+7New
SJS Investment Consulting Inc.7$5240.00%+2+40.0%Added
Global Retirement Partners, LLC10$7470.00%00.0%Unchanged
Spire Wealth Management13$9610.00%+13New
Valley National Advisers Inc15$1.00K0.00%−5−25.0%Reduced
Farther Finance Advisors, LLC15$1.10K0.00%+5+50.0%Added
Rothschild Investment LLC15$1.12K0.00%+10+200.0%Added
JFS Wealth Advisors, LLC18$1.34K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$1.49K0.00%00.0%Unchanged
Fortitude Family Office, LLC33$2.47K0.00%00.0%Unchanged
Umb Bank N A42$3.14K0.00%+24+133.3%Added
Versant Capital Management, Inc49$3.66K0.00%00.0%Unchanged
Central Trust Co51$3.81K0.00%+51New
Bessemer Group Inc55$4.00K0.00%+55New
Allworth Financial LP48$4.03K0.00%+4+9.1%Added
Fifth Third Bancorp56$4.18K0.00%−118−67.8%Reduced
Bell Investment Advisors, Inc59$4.41K0.00%+45+321.4%Added
First Horizon Advisors, Inc.64$4.78K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.71$5.31K0.00%+71New
WealthCollab, LLC79$5.90K0.00%00.0%Unchanged
Private Wealth Management Group, LLC86$6.43K0.00%+86New
Lindbrook Capital, LLC91$6.80K0.00%−136−59.9%Reduced
McIlrath & Eck, LLC95$7.10K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.96$7.17K0.00%00.0%Unchanged
Bangor Savings Bank135$10.1K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC150$11.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC179$13.5K0.00%+165+1,178.6%Added
Thurston, Springer, Miller, Herd & Titak, Inc.189$14.1K0.00%+189New
Principal Securities, Inc.197$14.7K0.00%00.0%Unchanged
Whittier Trust Co229$17.1K0.00%00.0%Unchanged
International Assets Investment Management, LLC238$17.8K0.00%+238New
EverSource Wealth Advisors, LLC207$18.2K0.00%+141+213.6%Added
Huntington National Bank297$22.2K0.00%+4+1.4%Added
Monetary Management Group Inc300$22.4K0.01%00.0%Unchanged
Perritt Capital Management Inc305$22.8K0.01%+2+0.7%Added
Gradient Investments LLC312$23.3K0.00%00.0%Unchanged
Covestor Ltd330$25.0K0.02%−464−58.4%Reduced
Public Employees Retirement System of Ohio413$30.9K0.00%+13+3.3%Added
Hilltop National Bank462$34.5K0.01%00.0%Unchanged
Parallel Advisors, LLC465$34.7K0.00%−12−2.5%Reduced
Quest Partners LLC467$34.9K0.00%+458+5,088.9%Added
IAG Wealth Partners, LLC528$39.5K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC534$39.9K0.00%00.0%Unchanged
Security National Bank600$44.8K0.01%00.0%Unchanged
Avalon Trust Co600$44.8K0.00%00.0%Unchanged
GWM Advisors LLC650$48.6K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.670$50.1K0.00%00.0%Unchanged
GAMMA Investing LLC672$50.2K0.01%+477+244.6%Added
Acadian Asset Management LLC686$51.0K0.00%00.0%Unchanged
First Personal Financial Services701$52.4K0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale777$58.0K0.00%+777New
AdvisorNet Financial, Inc779$58.2K0.01%00.0%Unchanged
HM Payson & Co884$66.1K0.00%−284−24.3%Reduced
IFP Advisors, Inc905$67.6K0.00%00.0%Unchanged
Signaturefd, LLC912$68.1K0.00%−30−3.2%Reduced
nVerses Capital, LLC1,000$74.7K0.04%+1,000New
KBC Group NV1,118$84.0K0.00%+264+30.9%Added
Geneos Wealth Management Inc.1,128$84.3K0.00%00.0%Unchanged
Stephenson National Bank & Trust1,272$95.0K0.03%00.0%Unchanged
Lazard Asset Management LLC1,432$106.0K0.00%+1,432New
Quadrant Capital Group LLC1,469$109.8K0.01%+732+99.3%Added
EnRich Financial Partners LLC1,605$119.9K0.04%00.0%Unchanged
NBT Bank N A1,856$136.9K0.01%+3+0.2%Added
Benjamin F. Edwards & Company, Inc.2,104$157.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC2,200$164.4K0.01%+2,200New
CIBC Private Wealth Group, LLC2,241$169.7K0.00%+3+0.1%Added
Nisa Investment Advisors, LLC2,566$191.7K0.00%+212+9.0%Added
ERn Financial, LLC2,737$204.5K0.03%−496−15.3%Reduced
Smith Thornton Advisors LLC2,835$211.8K0.16%+2,835New
FMR LLC2,938$219.5K0.00%+302+11.5%Added
Renaissance Technologies LLC3,100$231.6K0.00%−7,600−71.0%Reduced
Ronald Blue Trust, Inc.2,959$232.9K0.00%+2,929+9,763.3%Added
Pictet Asset Management Holding SA3,120$233.1K0.00%+3,120New
Madison Asset Management, LLC3,138$234.5K0.00%00.0%Unchanged
North Star Asset Management Inc3,146$235.1K0.01%00.0%Unchanged
Landaas & Co3,166$237.0K0.07%−300−8.7%Reduced
CI Private Wealth, LLC3,275$244.7K0.00%−15−0.5%Reduced
Associated Banc-Corp3,360$251.1K0.01%00.0%Unchanged
Everence Capital Management Inc3,230$253.0K0.02%00.0%Unchanged
Stifel Financial Corp3,421$255.6K0.00%+848+33.0%Added
Verition Fund Management LLC3,555$265.6K0.00%+3,555New
Kerntke Otto McGlone Wealth Management Group3,601$269.1K0.25%+3,601New
Ameritas Investment Partners, Inc.3,642$272.1K0.01%−138−3.7%Reduced
Algert Global LLC3,643$272.2K0.01%−2,292−38.6%Reduced
AlphaMark Advisors, LLC3,886$290.0K0.10%+3,886New
Captrust Financial Advisors3,954$295.4K0.00%+27+0.7%Added
SG Americas Securities, LLC4,064$304.0K0.00%+2,790+219.0%Added
Trust Point Inc.4,076$304.6K0.02%−672−14.2%Reduced
HSBC Holdings PLC4,126$308.3K0.00%+79+2.0%Added
Blair William & Co4,150$310.1K0.00%−200−4.6%Reduced
JustInvest LLC4,164$311.1K0.01%+999+31.6%Added