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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
Tudor Investment Corp Et Al10,408$951.8K0.01%+10,408New
Alps Advisors Inc10,019$916.2K0.01%+1,055+11.8%Added
Van Eck Associates Corp10,020$916.0K0.00%+682+7.3%Added
STRS Ohio10,000$914.5K0.00%−1,700−14.5%Reduced
SEI Investments Co9,972$911.9K0.00%+4,646+87.2%Added
SG Americas Securities, LLC9,910$906.0K0.00%+5,846+143.8%Added
Avantax Advisory Services, Inc.9,806$896.8K0.01%+191+2.0%Added
Hennessy Advisors Inc9,379$857.7K0.03%−500−5.1%Reduced
State of Tennessee, Treasury Department9,158$837.5K0.00%−562−5.8%Reduced
MBE Wealth Management, LLC8,876$811.7K0.45%+8+0.1%Added
ICW Investment Advisors LLC8,658$791.8K0.33%+133+1.6%Added
New York State Teachers Retirement System8,600$786.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund8,554$782.3K0.01%−217−2.5%Reduced
Creative Planning8,517$778.9K0.00%+284+3.4%Added
Northwestern Mutual Wealth Management Co8,327$761.5K0.00%−389−4.5%Reduced
Advisors Asset Management, Inc.8,039$735.2K0.01%+3,445+75.0%Added
Vident Advisory, LLC7,920$724.4K0.02%+3,046+62.5%Added
Creative Financial Designs Inc7,819$715.0K0.06%+307+4.1%Added
Catalyst Funds Management Pty Ltd7,800$713.3K0.16%+200+2.6%Added
Allianz Asset Management GmbH7,800$713.3K0.00%+7,800New
ProShare Advisors LLC7,601$695.1K0.00%+1,988+35.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)7,508$686.6K0.00%00.0%Unchanged
Balyasny Asset Management LLC7,503$686.1K0.00%−7,876−51.2%Reduced
AQR Capital Management LLC7,213$659.7K0.00%+1,554+27.5%Added
HighTower Advisors, LLC7,030$648.0K0.00%−131−1.8%Reduced
Cerity Partners LLC7,054$645.1K0.00%+1,630+30.1%Added
Merit Financial Group, LLC6,963$636.8K0.01%−3,898−35.9%Reduced
First Business Financial Services, Inc.6,808$622.6K0.06%−987−12.7%Reduced
Thompson Investment Management, Inc.6,792$621.1K0.09%00.0%Unchanged
Resona Asset Management Co.,Ltd.6,496$594.1K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.6,410$586.2K0.00%+50+0.8%Added
Gsa Capital Partners LLP6,385$584.0K0.04%+6,385New
Independent Advisor Alliance6,253$571.8K0.02%−461−6.9%Reduced
Baird Financial Group, Inc.6,033$551.7K0.00%+46+0.8%Added
NorthRock Partners, LLC5,819$532.1K0.02%+33+0.6%Added
Public Employees Retirement Association of Colorado5,761$527.0K0.00%00.0%Unchanged
Inceptionr LLC5,572$509.6K0.12%+5,572New
Mutual of America Capital Management LLC5,441$497.6K0.01%−506−8.5%Reduced
Keybank National Association5,347$489.0K0.00%+38+0.7%Added
D. E. Shaw & Co., Inc.5,286$483.4K0.00%−11,016−67.6%Reduced
Tower View Investment Management & Research LLC5,193$474.9K0.26%+22+0.4%Added
JustInvest LLC4,895$447.6K0.01%+731+17.6%Added
Everence Capital Management Inc4,820$441.0K0.03%+1,590+49.2%Added
IFM Investors Pty Ltd4,811$440.0K0.00%−243−4.8%Reduced
Wealthspire Advisors, LLC4,802$439.1K0.00%00.0%Unchanged
Franklin Resources Inc4,824$437.5K0.00%−663−12.1%Reduced
Savant Capital, LLC4,783$437.4K0.00%+6+0.1%Added
Foundry Partners, LLC4,711$430.8K0.02%+20.0%Added
Oarsman Capital, Inc.4,705$430.3K0.08%00.0%Unchanged
Johnson Financial Group, Inc.4,687$428.6K0.02%00.0%Unchanged
Intech Investment Management LLC4,634$423.8K0.00%+4,634New
Valmark Advisers, Inc.4,568$417.7K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.4,533$414.5K0.00%−7−0.2%Reduced
HSBC Holdings PLC4,503$411.4K0.00%+377+9.1%Added
CWM Advisors, LLC4,495$411.1K0.04%−207−4.4%Reduced
Bokf, NA4,504$410.1K0.01%+137+3.1%Added
Poehling Capital Management, LLC4,350$397.8K0.10%+4,350New
Aquatic Capital Management LLC4,300$393.2K0.01%+2,100+95.5%Added
Lido Advisors, LLC4,284$391.8K0.00%+4,284New
Pictet Asset Management Holding SA4,111$376.0K0.00%+991+31.8%Added
Trust Point Inc.4,079$373.0K0.03%+3+0.1%Added
Blair William & Co4,000$365.8K0.00%−150−3.6%Reduced
AlphaMark Advisors, LLC3,786$346.0K0.12%−100−2.6%Reduced
CI Private Wealth, LLC3,650$333.8K0.00%+375+11.5%Added
Ameritas Investment Partners, Inc.3,642$333.1K0.01%00.0%Unchanged
Brevan Howard Capital Management LP3,540$323.7K0.02%+3,540New
Stifel Financial Corp3,512$321.2K0.00%+91+2.7%Added
Two Sigma Securities, LLC3,418$312.6K0.02%−3,348−49.5%Reduced
Associated Banc-Corp3,360$307.3K0.01%00.0%Unchanged
Security National Bank3,269$298.9K0.04%+2,669+444.8%Added
Landaas & Co3,166$290.0K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.3,178$290.0K0.01%+3,178New
North Star Asset Management Inc3,146$287.7K0.01%00.0%Unchanged
Madison Asset Management, LLC3,138$287.0K0.00%00.0%Unchanged
Kerntke Otto McGlone Wealth Management Group3,004$274.8K0.23%−597−16.6%Reduced
Glenmede Trust Co NA2,868$262.3K0.00%+2,868New
Smith Thornton Advisors LLC2,835$259.2K0.17%00.0%Unchanged
ERn Financial, LLC2,745$251.0K0.04%+8+0.3%Added
International Assets Investment Management, LLC21,759$238.0K0.00%+21,521+9,042.4%Added
Tower Research Capital LLC (TRC)2,594$237.2K0.01%−12,437−82.7%Reduced
Man Group plc2,573$235.3K0.00%+2,573New
CWS Financial Advisors, LLC2,560$234.1K0.08%+2,560New
Envestnet Asset Management Inc2,558$234.0K0.00%+2,558New
Mackenzie Financial Corp2,393$218.8K0.00%+2,393New
FMR LLC2,383$217.9K0.00%−555−18.9%Reduced
Xponance, Inc.2,377$217.4K0.00%+2,377New
RSM US Wealth Management LLC2,279$209.3K0.00%+2,279New
Cambridge Investment Research Advisors, Inc.2,267$207.0K0.00%+2,267New
Nisa Investment Advisors, LLC2,229$203.8K0.00%−337−13.1%Reduced
Captrust Financial Advisors2,226$203.6K0.00%−1,728−43.7%Reduced
Isthmus Partners, LLC2,204$201.6K0.02%+2,204New
Walleye Capital LLC2,204$201.6K0.00%+2,204New
Ronald Blue Trust, Inc.2,581$192.9K0.00%−378−12.8%Reduced
NBT Bank N A1,759$160.8K0.01%−97−5.2%Reduced
EnRich Financial Partners LLC1,605$146.8K0.05%00.0%Unchanged
GAMMA Investing LLC1,573$143.9K0.01%+901+134.1%Added
Quadrant Capital Group LLC1,496$136.8K0.01%+27+1.8%Added
Uncommon Cents Investing LLC1,483$135.6K0.04%+1,483New
Lazard Asset Management LLC1,432$130.0K0.00%00.0%Unchanged
Stephenson National Bank & Trust1,272$116.3K0.04%00.0%Unchanged