Mge Energy Inc

MGEE

Exchange: Nasdaq
Industry: Electric, Gas & Sanitary Services
SEC CIK: 0001161728

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Mge Energy Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of MGEE: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	267	2	294	+29
Shares	22.2M	6.97K	22.8M	+636.8K (+2.9%)
Value	$2.02B	$637.4K	$2.14B	+$116.8M (+5.8%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Mge Energy Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to MGEE in Q4 2024
Institution	Shares	Value	% of portfolio
Susquehanna Fundamental Investments, LLC	48,487	$4.56M	0.08%
Great Lakes Advisors, LLC	44,804	$4.21M	0.04%
ExodusPoint Capital Management, LP	17,162	$1.61M	0.02%
Squarepoint Ops LLC	13,867	$1.30M	0.00%
Park Capital Management, LLC	13,404	$1.26M	1.51%
Graham Capital Management, L.P.	13,241	$1.24M	0.04%
Schonfeld Strategic Advisors LLC	10,233	$961.5K	0.01%
Crestline Management, LP	9,288	$872.7K	0.03%
Alpine Global Management, LLC	8,480	$796.8K	0.23%
Raymond James Financial Inc	8,308	$780.6K	0.00%
Verition Fund Management LLC	7,865	$739.0K	0.00%
Police & Firemen's Retirement System of New Jersey	7,762	$729.3K	0.01%
Kovitz Investment Group Partners, LLC	6,380	$599.5K	0.00%
1st Source Bank	5,248	$493.1K	0.03%
Jacobson & Schmitt Advisors, LLC	4,745	$445.8K	0.09%
Redmond Asset Management, LLC	3,836	$360.4K	0.09%
Legacy Private Trust Co.	3,792	$356.3K	0.02%
CIBC World Markets Corp	3,411	$320.5K	0.00%
Annex Advisory Services, LLC	3,404	$319.8K	0.01%
Cannon Global Investment Management, LLC	3,400	$319.5K	0.79%
Dana Investment Advisors, Inc.	3,318	$311.8K	0.01%
Madison Investment Advisors, LLC	3,138	$294.8K	0.00%
Wisconsin Wealth Advisors, LLC	3,117	$292.9K	0.43%
Dark Forest Capital Management LP	3,100	$291.3K	0.04%
IHT Wealth Management, LLC	3,088	$290.1K	0.01%
Quantinno Capital Management LP	3,006	$282.5K	0.00%
Guggenheim Capital LLC	2,466	$231.7K	0.00%
Occudo Quantitative Strategies LP	2,246	$211.0K	0.04%
Colony Group, LLC	2,239	$210.4K	0.00%
Twinbeech Capital LP	2,221	$208.7K	0.00%
Y-Intercept (Hong Kong) Ltd	2,211	$207.7K	0.01%
Benjamin Edwards Inc	2,130	$200.2K	0.00%
Michael A. Dubis Financial Planning, LLC	2,125	$200.0K	0.19%
Venturi Wealth Management, LLC	103	$9.68K	0.00%
High Note Wealth, LLC	101	$9.49K	0.00%
Mather Group, LLC.	72	$6.76K	0.00%
Sugar Maple Asset Management, LLC	42	$3.95K	0.00%
MAI Capital Management	25	$2.35K	0.00%
Quarry LP	24	$2.25K	0.00%
SBI Securities Co., Ltd.	21	$1.97K	0.00%
Van Hulzen Asset Management, LLC	17	$1.60K	0.00%
Hexagon Capital Partners LLC	13	$1.22K	0.00%
CoreCap Advisors, LLC	9	$846	0.00%
Paladin Advisory Group, LLC	6	$564	0.00%
WPG Advisers, LLC	3	$282	0.00%
Skopos Labs, Inc.	2	$188	0.00%
Global Financial Private Client, LLC	2	$188	0.00%
Parkworth Wealth Management, Inc.	1	$94	0.00%

Sold out (19)

Institutions that held Mge Energy Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of MGEE in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
American Century Companies Inc	46,735	$4.27M
Kingsview Wealth Management, LLC	25,330	$2.32M
Qube Research & Technologies Ltd	23,633	$2.16M
Natixis	10,900	$996.8K
Tudor Investment Corp Et Al	10,408	$951.8K
SG Americas Securities, LLC	9,910	$906.0K
Catalyst Funds Management Pty Ltd	7,800	$713.3K
Gsa Capital Partners LLP	6,385	$584.0K
Inceptionr LLC	5,572	$509.6K
D. E. Shaw & Co., Inc.	5,286	$483.4K
AlphaMark Advisors, LLC	3,786	$346.0K
Brevan Howard Capital Management LP	3,540	$323.7K
International Assets Investment Management, LLC	21,759	$238.0K
Walleye Capital LLC	2,204	$201.6K
Uncommon Cents Investing LLC	1,483	$135.6K
Lazard Asset Management LLC	1,432	$130.0K
Capital Performance Advisors LLP	26	$2.38K
Quantbot Technologies LP	4	$366
Claris Advisors, LLC	2	$183

Not filed for Q4 2024 yet (2)

Institutions that held Mge Energy Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MGEE in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James Financial Services Advisors, Inc.	6,410	$586.2K
First Personal Financial Services	560	$51.2K