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, Q4 2024
Institutional positions in Mge Energy Inc as of Dec 31, 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
- 294
- +29 vs. Q3 2024
- Shares held
- 22.8M
- +636.8K (+2.9%) vs. Q3 2024
- Total value
- $2.14B
- +$116.8M (+5.8%) vs. Q3 2024
- New holders
- 48
- 111 more added
- Sold out
- 19
- 74 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $94 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 2 | $188 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $188 | 0.00% | +2 | New |
| WPG Advisers, LLC | 3 | $282 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $376 | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $470 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $564 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 6 | $564 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $657 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $846 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $846 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 10 | $940 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $946 | 0.00% | +3+42.9% | Added |
| Spire Wealth Management | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $1.22K | 0.00% | +13 | New |
| Van Hulzen Asset Management, LLC | 17 | $1.60K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 21 | $1.97K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 23 | $2.16K | 0.00% | +4+21.1% | Added |
| Quarry LP | 24 | $2.25K | 0.00% | +24 | New |
| Rothschild Investment LLC | 25 | $2.35K | 0.00% | +5+25.0% | Added |
| MAI Capital Management | 25 | $2.35K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 42 | $3.95K | 0.00% | +42 | New |
| Bell Investment Advisors, Inc | 52 | $4.89K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 62 | $5.44K | 0.00% | −4−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 60 | $5.64K | 0.00% | −11−15.5% | Reduced |
| First Horizon Advisors, Inc. | 64 | $6.01K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 70 | $6.58K | 0.00% | +2+2.9% | Added |
| Mather Group, LLC. | 72 | $6.76K | 0.00% | +72 | New |
| WealthCollab, LLC | 79 | $7.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $7.99K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $8.08K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $8.55K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $9.49K | 0.00% | +101 | New |
| Venturi Wealth Management, LLC | 103 | $9.68K | 0.00% | +103 | New |
| Covestor Ltd | 113 | $11.0K | 0.01% | −340−75.1% | Reduced |
| Hemington Wealth Management | 120 | $11.0K | 0.00% | +10+9.1% | Added |
| Bessemer Group Inc | 114 | $11.0K | 0.00% | +45+65.2% | Added |
| Bangor Savings Bank | 135 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 183 | $17.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 220 | $20.7K | 0.00% | +13+6.3% | Added |
| Mendota Financial Group, LLC | 225 | $21.1K | 0.01% | +191+561.8% | Added |
| Whittier Trust Co | 229 | $21.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $22.0K | 0.00% | −300−56.2% | Reduced |
| Monetary Management Group Inc | 300 | $28.2K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 308 | $28.9K | 0.02% | +1+0.3% | Added |
| Versant Capital Management, Inc | 327 | $30.7K | 0.01% | +257+367.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $33.5K | 0.01% | +168+88.9% | Added |
| Assetmark, Inc | 387 | $36.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 394 | $37.0K | 0.00% | −15−3.7% | Reduced |
| Huntington National Bank | 451 | $42.4K | 0.00% | +101+28.9% | Added |
| Hilltop National Bank | 462 | $43.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 469 | $44.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $49.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $61.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $63.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 673 | $63.2K | 0.00% | +584+656.2% | Added |
| Acadian Asset Management LLC | 686 | $64.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 747 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 756 | $71.0K | 0.00% | −1,825−70.7% | Reduced |
| AdvisorNet Financial, Inc | 779 | $73.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 827 | $77.7K | 0.00% | −25−2.9% | Reduced |
| HM Payson & Co | 884 | $83.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 930 | $84.8K | 0.00% | +3+0.3% | Added |
| IFP Advisors, Inc | 900 | $85.5K | 0.00% | −5−0.6% | Reduced |
| Smartleaf Asset Management LLC | 1,112 | $105.0K | 0.01% | +929+507.7% | Added |
| Geneos Wealth Management Inc. | 1,128 | $106.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $119.5K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,478 | $139.0K | 0.00% | +360+32.2% | Added |
| Quadrant Capital Group LLC | 1,531 | $143.9K | 0.01% | +35+2.3% | Added |
| Farther Finance Advisors, LLC | 1,707 | $160.4K | 0.01% | +1,684+7,321.7% | Added |
| EnRich Financial Partners LLC | 1,744 | $163.9K | 0.05% | +139+8.7% | Added |
| NBT Bank N A | 1,761 | $165.5K | 0.01% | +2+0.1% | Added |
| Michael A. Dubis Financial Planning, LLC | 2,125 | $200.0K | 0.19% | +2,125 | New |
| Benjamin Edwards Inc | 2,130 | $200.2K | 0.00% | +2,130 | New |
| Isthmus Partners, LLC | 2,204 | $207.1K | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,211 | $207.7K | 0.01% | +2,211 | New |
| Twinbeech Capital LP | 2,221 | $208.7K | 0.00% | +2,221 | New |
| Nisa Investment Advisors, LLC | 2,229 | $209.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 2,239 | $210.4K | 0.00% | +2,239 | New |
| Occudo Quantitative Strategies LP | 2,246 | $211.0K | 0.04% | +2,246 | New |
| Captrust Financial Advisors | 2,284 | $214.6K | 0.00% | +58+2.6% | Added |
| Two Sigma Securities, LLC | 2,317 | $217.7K | 0.04% | −1,101−32.2% | Reduced |
| Mackenzie Financial Corp | 2,391 | $224.7K | 0.00% | −2−0.1% | Reduced |
| Guggenheim Capital LLC | 2,466 | $231.7K | 0.00% | +2,466 | New |
| RSM US Wealth Management LLC | 2,526 | $238.2K | 0.00% | +247+10.8% | Added |
| CWS Financial Advisors, LLC | 2,567 | $241.2K | 0.08% | +7+0.3% | Added |
| FMR LLC | 2,580 | $242.4K | 0.00% | +197+8.3% | Added |
| Xponance, Inc. | 2,594 | $243.7K | 0.00% | +217+9.1% | Added |
| Envestnet Asset Management Inc | 2,618 | $246.0K | 0.00% | +60+2.3% | Added |
| ERn Financial, LLC | 2,752 | $258.6K | 0.04% | +7+0.3% | Added |