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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, 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.

Institutional holdersQ4 2024: 294 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 heldQ4 2024: $2.14B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2024.

Institutions holding MGEE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Asset Management Inc2,831$266.0K0.01%−315−10.0%Reduced
Smith Thornton Advisors LLC2,835$266.3K0.17%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,880$271.0K0.00%+613+27.0%Added
Aquatic Capital Management LLC2,943$276.5K0.01%−1,357−31.6%Reduced
Bokf, NA3,154$278.3K0.00%−1,350−30.0%Reduced
Quantinno Capital Management LP3,006$282.5K0.00%+3,006New
Kerntke Otto McGlone Wealth Management Group3,013$283.2K0.21%+9+0.3%Added
Glenmede Trust Co NA3,030$284.7K0.00%+162+5.6%Added
IHT Wealth Management, LLC3,088$290.1K0.01%+3,088New
Dark Forest Capital Management LP3,100$291.3K0.04%+3,100New
Wisconsin Wealth Advisors, LLC3,117$292.9K0.43%+3,117New
Madison Asset Management, LLC3,138$294.8K0.00%00.0%Unchanged
Madison Investment Advisors, LLC3,138$294.8K0.00%+3,138New
Landaas & Co3,166$297.0K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.3,170$298.0K0.01%−8−0.3%Reduced
Security National Bank3,269$307.2K0.04%00.0%Unchanged
Dana Investment Advisors, Inc.3,318$311.8K0.01%+3,318New
CI Private Wealth, LLC3,318$311.8K0.00%−332−9.1%Reduced
Associated Banc-Corp3,360$315.7K0.01%00.0%Unchanged
Cannon Global Investment Management, LLC3,400$319.5K0.79%+3,400New
Annex Advisory Services, LLC3,404$319.8K0.01%+3,404New
CIBC World Markets Corp3,411$320.5K0.00%+3,411New
Legacy Private Trust Co.3,792$356.3K0.02%+3,792New
Ameritas Investment Partners, Inc.3,814$358.4K0.01%+172+4.7%Added
Redmond Asset Management, LLC3,836$360.4K0.09%+3,836New
Stifel Financial Corp3,945$370.6K0.00%+433+12.3%Added
Blair William & Co4,000$375.8K0.00%00.0%Unchanged
Trust Point Inc.4,081$383.4K0.03%+20.0%Added
Allianz Asset Management GmbH4,100$385.2K0.00%−3,700−47.4%Reduced
Pictet Asset Management Holding SA4,111$386.3K0.00%00.0%Unchanged
CWM Advisors, LLC4,273$401.5K0.04%−222−4.9%Reduced
Lido Advisors, LLC4,284$402.5K0.00%00.0%Unchanged
Poehling Capital Management, LLC4,350$408.7K0.10%00.0%Unchanged
Johnson Financial Group, Inc.4,687$421.1K0.02%00.0%Unchanged
Foundry Partners, LLC4,529$425.5K0.02%−182−3.9%Reduced
Valmark Advisers, Inc.4,546$427.1K0.01%−22−0.5%Reduced
The PNC Financial Services Group, Inc.4,616$433.7K0.00%+83+1.8%Added
GAMMA Investing LLC4,657$437.6K0.04%+3,084+196.1%Added
Oarsman Capital, Inc.4,705$442.1K0.08%00.0%Unchanged
Jacobson & Schmitt Advisors, LLC4,745$445.8K0.09%+4,745New
IFM Investors Pty Ltd4,811$452.0K0.00%00.0%Unchanged
Everence Capital Management Inc4,820$453.0K0.03%00.0%Unchanged
Wealthspire Advisors, LLC4,860$456.6K0.00%+58+1.2%Added
Franklin Resources Inc4,864$457.0K0.00%+40+0.8%Added
Savant Capital, LLC4,922$462.5K0.00%+139+2.9%Added
Keybank National Association5,112$480.3K0.00%−235−4.4%Reduced
Tower View Investment Management & Research LLC5,229$491.3K0.26%+36+0.7%Added
1st Source Bank5,248$493.1K0.03%+5,248New
BNP Paribas Arbitrage, SA5,308$498.7K0.00%−6,530−55.2%Reduced
JustInvest LLC5,334$501.2K0.01%+439+9.0%Added
Mutual of America Capital Management LLC5,485$515.4K0.01%+44+0.8%Added
Public Employees Retirement Association of Colorado5,582$524.0K0.00%−179−3.1%Reduced
Allspring Global Investments Holdings, LLC5,660$531.8K0.00%+5,651+62,788.9%Added
Independent Advisor Alliance6,256$587.8K0.01%+30.0%Added
Kovitz Investment Group Partners, LLC6,380$599.5K0.00%+6,380New
Cerity Partners LLC6,550$599.9K0.00%−504−7.1%Reduced
Resona Asset Management Co.,Ltd.6,496$610.4K0.00%00.0%Unchanged
Thompson Investment Management, Inc.6,792$638.2K0.09%00.0%Unchanged
AQR Capital Management LLC6,963$654.2K0.00%−250−3.5%Reduced
Merit Financial Group, LLC7,079$665.2K0.01%+116+1.7%Added
Creative Financial Designs Inc7,089$666.1K0.05%−730−9.3%Reduced
HighTower Advisors, LLC7,266$682.7K0.00%+236+3.4%Added
Baird Financial Group, Inc.7,533$707.8K0.00%+1,500+24.9%Added
Police & Firemen's Retirement System of New Jersey7,762$729.3K0.01%+7,762New
Verition Fund Management LLC7,865$739.0K0.00%+7,865New
Quest Partners LLC8,261$776.2K0.10%−5,234−38.8%Reduced
MBE Wealth Management, LLC8,290$779.0K0.44%−586−6.6%Reduced
Raymond James Financial Inc8,308$780.6K0.00%+8,308New
Vident Advisory, LLC8,309$780.8K0.01%+389+4.9%Added
Avantax Advisory Services, Inc.8,393$788.6K0.00%−1,413−14.4%Reduced
Northwestern Mutual Wealth Management Co8,451$794.1K0.00%+124+1.5%Added
Alpine Global Management, LLC8,480$796.8K0.23%+8,480New
Oregon Public Employees Retirement Fund8,493$798.0K0.01%−61−0.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,556$803.9K0.00%+1,048+14.0%Added
ICW Investment Advisors LLC8,687$816.2K0.34%+29+0.3%Added
New York State Teachers Retirement System8,700$817.0K0.00%+100+1.2%Added
State of Tennessee, Treasury Department8,774$824.4K0.00%−384−4.2%Reduced
Creative Planning8,958$841.7K0.00%+441+5.2%Added
Advisors Asset Management, Inc.9,113$856.3K0.02%+1,074+13.4%Added
Jane Street Group, LLC9,164$861.0K0.00%−69,504−88.4%Reduced
Tower Research Capital LLC (TRC)9,275$871.5K0.02%+6,681+257.6%Added
Crestline Management, LP9,288$872.7K0.03%+9,288New
Hennessy Advisors Inc9,379$881.3K0.03%00.0%Unchanged
Man Group plc9,866$927.0K0.00%+7,293+283.4%Added
Nebula Research & Development LLC10,083$947.4K0.11%−2,198−17.9%Reduced
Schonfeld Strategic Advisors LLC10,233$961.5K0.01%+10,233New
Arizona State Retirement System10,476$984.3K0.01%+59+0.6%Added
Amalgamated Bank10,668$1.00M0.01%+9+0.1%Added
Royal Bank of Canada10,700$1.00M0.00%−1,607−13.1%Reduced
Wealth Enhancement Advisory Services, LLC10,734$1.01M0.00%−273−2.5%Reduced
Regal Investment Advisors LLC10,802$1.01M0.08%+49+0.5%Added
Van Eck Associates Corp10,906$1.02M0.00%+886+8.8%Added
ProShare Advisors LLC10,983$1.03M0.00%+3,382+44.5%Added
Voya Investment Management LLC11,048$1.04M0.00%−810−6.8%Reduced
HSBC Holdings PLC11,141$1.05M0.00%+6,638+147.4%Added
NorthRock Partners, LLC11,172$1.05M0.03%+5,353+92.0%Added
SEI Investments Co11,235$1.06M0.00%+1,263+12.7%Added
New York State Common Retirement Fund11,308$1.06M0.00%00.0%Unchanged
Alps Advisors Inc11,759$1.10M0.01%+1,740+17.4%Added
Advisor Group Holdings, Inc.11,760$1.11M0.00%−680−5.5%Reduced