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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, 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.

Institutional holdersQ3 2024: 267 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 heldQ3 2024: $2.02B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q2 2024.

Institutions holding MGEE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Stifel Financial Corp3,512$321.2K0.00%+91+2.7%Added
Brevan Howard Capital Management LP3,540$323.7K0.02%+3,540New
Ameritas Investment Partners, Inc.3,642$333.1K0.01%00.0%Unchanged
CI Private Wealth, LLC3,650$333.8K0.00%+375+11.5%Added
AlphaMark Advisors, LLC3,786$346.0K0.12%−100−2.6%Reduced
Blair William & Co4,000$365.8K0.00%−150−3.6%Reduced
Trust Point Inc.4,079$373.0K0.03%+3+0.1%Added
Pictet Asset Management Holding SA4,111$376.0K0.00%+991+31.8%Added
Lido Advisors, LLC4,284$391.8K0.00%+4,284New
Aquatic Capital Management LLC4,300$393.2K0.01%+2,100+95.5%Added
Poehling Capital Management, LLC4,350$397.8K0.10%+4,350New
Bokf, NA4,504$410.1K0.01%+137+3.1%Added
CWM Advisors, LLC4,495$411.1K0.04%−207−4.4%Reduced
HSBC Holdings PLC4,503$411.4K0.00%+377+9.1%Added
The PNC Financial Services Group, Inc.4,533$414.5K0.00%−7−0.2%Reduced
Valmark Advisers, Inc.4,568$417.7K0.01%00.0%Unchanged
Intech Investment Management LLC4,634$423.8K0.00%+4,634New
Johnson Financial Group, Inc.4,687$428.6K0.02%00.0%Unchanged
Oarsman Capital, Inc.4,705$430.3K0.08%00.0%Unchanged
Foundry Partners, LLC4,711$430.8K0.02%+20.0%Added
Savant Capital, LLC4,783$437.4K0.00%+6+0.1%Added
Franklin Resources Inc4,824$437.5K0.00%−663−12.1%Reduced
Wealthspire Advisors, LLC4,802$439.1K0.00%00.0%Unchanged
IFM Investors Pty Ltd4,811$440.0K0.00%−243−4.8%Reduced
Everence Capital Management Inc4,820$441.0K0.03%+1,590+49.2%Added
JustInvest LLC4,895$447.6K0.01%+731+17.6%Added
Tower View Investment Management & Research LLC5,193$474.9K0.26%+22+0.4%Added
D. E. Shaw & Co., Inc.5,286$483.4K0.00%−11,016−67.6%Reduced
Keybank National Association5,347$489.0K0.00%+38+0.7%Added
Mutual of America Capital Management LLC5,441$497.6K0.01%−506−8.5%Reduced
Inceptionr LLC5,572$509.6K0.12%+5,572New
Public Employees Retirement Association of Colorado5,761$527.0K0.00%00.0%Unchanged
NorthRock Partners, LLC5,819$532.1K0.02%+33+0.6%Added
Baird Financial Group, Inc.6,033$551.7K0.00%+46+0.8%Added
Independent Advisor Alliance6,253$571.8K0.02%−461−6.9%Reduced
Gsa Capital Partners LLP6,385$584.0K0.04%+6,385New
Raymond James Financial Services Advisors, Inc.6,410$586.2K0.00%+50+0.8%Added
Resona Asset Management Co.,Ltd.6,496$594.1K0.00%00.0%Unchanged
Thompson Investment Management, Inc.6,792$621.1K0.09%00.0%Unchanged
First Business Financial Services, Inc.6,808$622.6K0.06%−987−12.7%Reduced
Merit Financial Group, LLC6,963$636.8K0.01%−3,898−35.9%Reduced
Cerity Partners LLC7,054$645.1K0.00%+1,630+30.1%Added
HighTower Advisors, LLC7,030$648.0K0.00%−131−1.8%Reduced
AQR Capital Management LLC7,213$659.7K0.00%+1,554+27.5%Added
Balyasny Asset Management LLC7,503$686.1K0.00%−7,876−51.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)7,508$686.6K0.00%00.0%Unchanged
ProShare Advisors LLC7,601$695.1K0.00%+1,988+35.4%Added
Catalyst Funds Management Pty Ltd7,800$713.3K0.16%+200+2.6%Added
Allianz Asset Management GmbH7,800$713.3K0.00%+7,800New
Creative Financial Designs Inc7,819$715.0K0.06%+307+4.1%Added
Vident Advisory, LLC7,920$724.4K0.02%+3,046+62.5%Added
Advisors Asset Management, Inc.8,039$735.2K0.01%+3,445+75.0%Added
Northwestern Mutual Wealth Management Co8,327$761.5K0.00%−389−4.5%Reduced
Creative Planning8,517$778.9K0.00%+284+3.4%Added
Oregon Public Employees Retirement Fund8,554$782.3K0.01%−217−2.5%Reduced
New York State Teachers Retirement System8,600$786.0K0.00%00.0%Unchanged
ICW Investment Advisors LLC8,658$791.8K0.33%+133+1.6%Added
MBE Wealth Management, LLC8,876$811.7K0.45%+8+0.1%Added
State of Tennessee, Treasury Department9,158$837.5K0.00%−562−5.8%Reduced
Hennessy Advisors Inc9,379$857.7K0.03%−500−5.1%Reduced
Avantax Advisory Services, Inc.9,806$896.8K0.01%+191+2.0%Added
SG Americas Securities, LLC9,910$906.0K0.00%+5,846+143.8%Added
SEI Investments Co9,972$911.9K0.00%+4,646+87.2%Added
STRS Ohio10,000$914.5K0.00%−1,700−14.5%Reduced
Van Eck Associates Corp10,020$916.0K0.00%+682+7.3%Added
Alps Advisors Inc10,019$916.2K0.01%+1,055+11.8%Added
Tudor Investment Corp Et Al10,408$951.8K0.01%+10,408New
Arizona State Retirement System10,417$952.6K0.01%+291+2.9%Added
Amalgamated Bank10,659$975.0K0.01%−406−3.7%Reduced
Regal Investment Advisors LLC10,753$983.3K0.07%+54+0.5%Added
Natixis10,900$996.8K0.01%+10,900New
Wealth Enhancement Advisory Services, LLC11,007$1.01M0.00%+290+2.7%Added
New York State Common Retirement Fund11,308$1.03M0.00%−4,500−28.5%Reduced
Royce & Associates LP11,668$1.07M0.01%+7,099+155.4%Added
BNP Paribas Arbitrage, SA11,838$1.08M0.00%+574+5.1%Added
Voya Investment Management LLC11,858$1.08M0.00%−401−3.3%Reduced
Martingale Asset Management L P11,912$1.09M0.02%+4,812+67.8%Added
Maryland State Retirement & Pension System12,216$1.12M0.02%−397−3.1%Reduced
Nebula Research & Development LLC12,281$1.12M0.13%+1,307+11.9%Added
Royal Bank of Canada12,307$1.13M0.00%+728+6.3%Added
Teacher Retirement System of Texas12,376$1.13M0.01%−1,279−9.4%Reduced
Advisor Group Holdings, Inc.12,440$1.14M0.00%−88−0.7%Reduced
Bank of Montreal12,562$1.14M0.00%+3,413+37.3%Added
Mercer Global Advisors Inc12,586$1.16M0.00%+60.0%Added
Teachers Retirement System of the State of Kentucky12,685$1.16M0.01%00.0%Unchanged
Comerica Bank12,831$1.17M0.00%−519−3.9%Reduced
KLCM Advisors, Inc.12,975$1.19M0.14%00.0%Unchanged
Quest Partners LLC13,495$1.23M0.11%+13,028+2,789.7%Added
Goldstein Advisors, LLC13,520$1.24M0.19%−55−0.4%Reduced
Yousif Capital Management, LLC13,997$1.28M0.01%−509−3.5%Reduced
Russell Investments Group, Ltd.14,145$1.29M0.00%−20.0%Reduced
CWM, LLC14,317$1.31M0.01%−513−3.5%Reduced
Two Sigma Advisers, LP14,500$1.33M0.00%+500+3.6%Added
State Board of Administration of Florida Retirement System15,746$1.44M0.00%+5,270+50.3%Added
Janus Henderson Group PLC16,376$1.50M0.00%00.0%Unchanged
Caitlin John, LLC14,346$1.55M1.00%+14,346New
Macquarie Group Ltd17,414$1.59M0.00%−2,807−13.9%Reduced
Louisiana State Employees Retirement System17,500$1.60M0.03%−700−3.8%Reduced
Great Valley Advisor Group, Inc.18,147$1.66M0.04%+6,347+53.8%Added
Illinois Municipal Retirement Fund18,563$1.70M0.02%−1,926−9.4%Reduced