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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 1,128 | $103.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,118 | $102.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 927 | $84.8K | 0.00% | −1,314−58.6% | Reduced |
| IFP Advisors, Inc | 905 | $82.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 884 | $80.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 852 | $77.9K | 0.00% | −60−6.6% | Reduced |
| AdvisorNet Financial, Inc | 779 | $71.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 747 | $68.0K | 0.00% | +747 | New |
| Acadian Asset Management LLC | 686 | $62.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $61.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $59.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $54.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 560 | $51.2K | 0.01% | −141−20.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 534 | $48.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $48.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 469 | $42.9K | 0.00% | +4+0.9% | Added |
| Hilltop National Bank | 462 | $42.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 453 | $42.0K | 0.03% | +123+37.3% | Added |
| Public Employees Retirement System of Ohio | 409 | $37.4K | 0.00% | −4−1.0% | Reduced |
| Assetmark, Inc | 387 | $35.4K | 0.00% | +387 | New |
| Huntington National Bank | 350 | $32.0K | 0.00% | +53+17.8% | Added |
| Perritt Capital Management Inc | 307 | $28.0K | 0.01% | +2+0.7% | Added |
| Monetary Management Group Inc | 300 | $27.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 229 | $20.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 207 | $18.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 189 | $17.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 183 | $16.7K | 0.00% | −14−7.1% | Reduced |
| Smartleaf Asset Management LLC | 183 | $16.7K | 0.00% | +4+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 110 | $9.00K | 0.00% | +110 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.78K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.69K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $8.32K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 89 | $8.14K | 0.00% | +89 | New |
| Private Wealth Management Group, LLC | 86 | $7.87K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $7.77K | 0.00% | +43+102.4% | Added |
| WealthCollab, LLC | 79 | $7.22K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $6.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $6.40K | 0.00% | +21+42.9% | Added |
| Fifth Third Bancorp | 68 | $6.22K | 0.00% | +12+21.4% | Added |
| Allworth Financial LP | 66 | $6.04K | 0.00% | +18+37.5% | Added |
| Bessemer Group Inc | 69 | $6.00K | 0.00% | +14+25.5% | Added |
| First Horizon Advisors, Inc. | 64 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $4.76K | 0.00% | −7−11.9% | Reduced |
| Mendota Financial Group, LLC | 34 | $3.09K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 33 | $3.02K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 26 | $2.38K | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 23 | $2.10K | 0.00% | +8+53.3% | 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 |
| JFS Wealth Advisors, LLC | 19 | $1.74K | 0.00% | +1+5.6% | Added |
| CVA Family Office, LLC | 13 | $1.19K | 0.00% | +6+85.7% | Added |
| Spire Wealth Management | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $915 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $823 | 0.00% | +5+125.0% | Added |
| Allspring Global Investments Holdings, LLC | 9 | $823 | 0.00% | +9 | New |
| 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 |
| SJS Investment Consulting Inc. | 6 | $549 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $549 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $423 | 0.00% | +4 | New |
| Quantbot Technologies LP | 4 | $366 | 0.00% | −8,104−100.0% | Reduced |
| Larson Financial Group LLC | 4 | $366 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $183 | 0.00% | +2 | New |
| Proequities, Inc. | 1 | $91 | 0.00% | −6−85.7% | Reduced |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,366−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −9,585−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,037−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,333−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,790−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −6,372−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,555−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |