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, Q3 2024
Institutional positions in Mge Energy Inc as of Sep 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
- 267
- +15 vs. Q2 2024
- Shares held
- 22.2M
- +5.87M (+36.1%) vs. Q2 2024
- Total value
- $2.02B
- +$808.1M (+66.4%) vs. Q2 2024
- New holders
- 34
- 93 more added
- Sold out
- 19
- 84 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $91 | 0.00% | −6−85.7% | Reduced |
| Parkside Financial Bank & Trust | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $183 | 0.00% | +2 | New |
| Quantbot Technologies LP | 4 | $366 | 0.00% | −8,104−100.0% | Reduced |
| Larson Financial Group LLC | 4 | $366 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $423 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $549 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $549 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $640 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $640 | 0.00% | +3+75.0% | Added |
| Massmutual Trust Co FSB | 9 | $823 | 0.00% | +5+125.0% | Added |
| Allspring Global Investments Holdings, LLC | 9 | $823 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 10 | $915 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $1.19K | 0.00% | +6+85.7% | Added |
| JFS Wealth Advisors, LLC | 19 | $1.74K | 0.00% | +1+5.6% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.83K | 0.00% | +5+33.3% | Added |
| Farther Finance Advisors, LLC | 23 | $2.10K | 0.00% | +8+53.3% | Added |
| Capital Performance Advisors LLP | 26 | $2.38K | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 34 | $3.09K | 0.00% | +34 | New |
| Bell Investment Advisors, Inc | 52 | $4.76K | 0.00% | −7−11.9% | Reduced |
| First Horizon Advisors, Inc. | 64 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 69 | $6.00K | 0.00% | +14+25.5% | Added |
| Allworth Financial LP | 66 | $6.04K | 0.00% | +18+37.5% | Added |
| Fifth Third Bancorp | 68 | $6.22K | 0.00% | +12+21.4% | Added |
| Versant Capital Management, Inc | 70 | $6.40K | 0.00% | +21+42.9% | Added |
| SRS Capital Advisors, Inc. | 71 | $6.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 79 | $7.22K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $7.77K | 0.00% | +43+102.4% | Added |
| Private Wealth Management Group, LLC | 86 | $7.87K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 89 | $8.14K | 0.00% | +89 | New |
| Lindbrook Capital, LLC | 91 | $8.32K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.69K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 110 | $9.00K | 0.00% | +110 | New |
| Bangor Savings Bank | 135 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 183 | $16.7K | 0.00% | +4+2.2% | Added |
| Principal Securities, Inc. | 183 | $16.7K | 0.00% | −14−7.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 189 | $17.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 207 | $18.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 229 | $20.9K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $27.4K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 307 | $28.0K | 0.01% | +2+0.7% | Added |
| Huntington National Bank | 350 | $32.0K | 0.00% | +53+17.8% | Added |
| Assetmark, Inc | 387 | $35.4K | 0.00% | +387 | New |
| Public Employees Retirement System of Ohio | 409 | $37.4K | 0.00% | −4−1.0% | Reduced |
| Covestor Ltd | 453 | $42.0K | 0.03% | +123+37.3% | Added |
| Hilltop National Bank | 462 | $42.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 469 | $42.9K | 0.00% | +4+0.9% | Added |
| IAG Wealth Partners, LLC | 528 | $48.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 534 | $48.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 560 | $51.2K | 0.01% | −141−20.1% | Reduced |
| Avalon Trust Co | 600 | $54.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $59.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $61.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $62.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 747 | $68.0K | 0.00% | +747 | New |
| AdvisorNet Financial, Inc | 779 | $71.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 852 | $77.9K | 0.00% | −60−6.6% | Reduced |
| HM Payson & Co | 884 | $80.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $82.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 927 | $84.8K | 0.00% | −1,314−58.6% | Reduced |
| KBC Group NV | 1,118 | $102.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $103.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $116.3K | 0.04% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,432 | $130.0K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,483 | $135.6K | 0.04% | +1,483 | New |
| Quadrant Capital Group LLC | 1,496 | $136.8K | 0.01% | +27+1.8% | Added |
| GAMMA Investing LLC | 1,573 | $143.9K | 0.01% | +901+134.1% | Added |
| EnRich Financial Partners LLC | 1,605 | $146.8K | 0.05% | 00.0% | Unchanged |
| NBT Bank N A | 1,759 | $160.8K | 0.01% | −97−5.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,581 | $192.9K | 0.00% | −378−12.8% | Reduced |
| Isthmus Partners, LLC | 2,204 | $201.6K | 0.02% | +2,204 | New |
| Walleye Capital LLC | 2,204 | $201.6K | 0.00% | +2,204 | New |
| Captrust Financial Advisors | 2,226 | $203.6K | 0.00% | −1,728−43.7% | Reduced |
| Nisa Investment Advisors, LLC | 2,229 | $203.8K | 0.00% | −337−13.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,267 | $207.0K | 0.00% | +2,267 | New |
| RSM US Wealth Management LLC | 2,279 | $209.3K | 0.00% | +2,279 | New |
| Xponance, Inc. | 2,377 | $217.4K | 0.00% | +2,377 | New |
| FMR LLC | 2,383 | $217.9K | 0.00% | −555−18.9% | Reduced |
| Mackenzie Financial Corp | 2,393 | $218.8K | 0.00% | +2,393 | New |
| Envestnet Asset Management Inc | 2,558 | $234.0K | 0.00% | +2,558 | New |
| CWS Financial Advisors, LLC | 2,560 | $234.1K | 0.08% | +2,560 | New |
| Man Group plc | 2,573 | $235.3K | 0.00% | +2,573 | New |
| Tower Research Capital LLC (TRC) | 2,594 | $237.2K | 0.01% | −12,437−82.7% | Reduced |
| International Assets Investment Management, LLC | 21,759 | $238.0K | 0.00% | +21,521+9,042.4% | Added |
| ERn Financial, LLC | 2,745 | $251.0K | 0.04% | +8+0.3% | Added |
| Smith Thornton Advisors LLC | 2,835 | $259.2K | 0.17% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,868 | $262.3K | 0.00% | +2,868 | New |
| Kerntke Otto McGlone Wealth Management Group | 3,004 | $274.8K | 0.23% | −597−16.6% | Reduced |
| Madison Asset Management, LLC | 3,138 | $287.0K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 3,146 | $287.7K | 0.01% | 00.0% | Unchanged |
| Landaas & Co | 3,166 | $290.0K | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,178 | $290.0K | 0.01% | +3,178 | New |
| Security National Bank | 3,269 | $298.9K | 0.04% | +2,669+444.8% | Added |
| Associated Banc-Corp | 3,360 | $307.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,418 | $312.6K | 0.02% | −3,348−49.5% | Reduced |