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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 2,466 | $231.7K | 0.00% | +2,466 | New |
| Mackenzie Financial Corp | 2,391 | $224.7K | 0.00% | −2−0.1% | Reduced |
| Two Sigma Securities, LLC | 2,317 | $217.7K | 0.04% | −1,101−32.2% | Reduced |
| Captrust Financial Advisors | 2,284 | $214.6K | 0.00% | +58+2.6% | Added |
| Occudo Quantitative Strategies LP | 2,246 | $211.0K | 0.04% | +2,246 | New |
| Colony Group, LLC | 2,239 | $210.4K | 0.00% | +2,239 | New |
| Nisa Investment Advisors, LLC | 2,229 | $209.4K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 2,221 | $208.7K | 0.00% | +2,221 | New |
| Y-Intercept (Hong Kong) Ltd | 2,211 | $207.7K | 0.01% | +2,211 | New |
| Isthmus Partners, LLC | 2,204 | $207.1K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,130 | $200.2K | 0.00% | +2,130 | New |
| Michael A. Dubis Financial Planning, LLC | 2,125 | $200.0K | 0.19% | +2,125 | New |
| NBT Bank N A | 1,761 | $165.5K | 0.01% | +2+0.1% | Added |
| EnRich Financial Partners LLC | 1,744 | $163.9K | 0.05% | +139+8.7% | Added |
| Farther Finance Advisors, LLC | 1,707 | $160.4K | 0.01% | +1,684+7,321.7% | Added |
| Quadrant Capital Group LLC | 1,531 | $143.9K | 0.01% | +35+2.3% | Added |
| KBC Group NV | 1,478 | $139.0K | 0.00% | +360+32.2% | Added |
| Stephenson National Bank & Trust | 1,272 | $119.5K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $106.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,112 | $105.0K | 0.01% | +929+507.7% | Added |
| IFP Advisors, Inc | 900 | $85.5K | 0.00% | −5−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 930 | $84.8K | 0.00% | +3+0.3% | Added |
| HM Payson & Co | 884 | $83.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 827 | $77.7K | 0.00% | −25−2.9% | Reduced |
| AdvisorNet Financial, Inc | 779 | $73.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 756 | $71.0K | 0.00% | −1,825−70.7% | Reduced |
| Shell Asset Management Co | 747 | $70.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $64.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 673 | $63.2K | 0.00% | +584+656.2% | Added |
| Washington Trust Advisors, Inc. | 670 | $63.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $61.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 528 | $49.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 469 | $44.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 462 | $43.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 451 | $42.4K | 0.00% | +101+28.9% | Added |
| Public Employees Retirement System of Ohio | 394 | $37.0K | 0.00% | −15−3.7% | Reduced |
| Assetmark, Inc | 387 | $36.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $33.5K | 0.01% | +168+88.9% | Added |
| Versant Capital Management, Inc | 327 | $30.7K | 0.01% | +257+367.1% | Added |
| Perritt Capital Management Inc | 308 | $28.9K | 0.02% | +1+0.3% | Added |
| Monetary Management Group Inc | 300 | $28.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $22.0K | 0.00% | −300−56.2% | Reduced |
| Whittier Trust Co | 229 | $21.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 225 | $21.1K | 0.01% | +191+561.8% | Added |
| EverSource Wealth Advisors, LLC | 220 | $20.7K | 0.00% | +13+6.3% | Added |
| Principal Securities, Inc. | 183 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $12.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Venturi Wealth Management, LLC | 103 | $9.68K | 0.00% | +103 | New |
| High Note Wealth, LLC | 101 | $9.49K | 0.00% | +101 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.96K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $8.55K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $8.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $7.99K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 79 | $7.42K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 72 | $6.76K | 0.00% | +72 | New |
| Fifth Third Bancorp | 70 | $6.58K | 0.00% | +2+2.9% | Added |
| First Horizon Advisors, Inc. | 64 | $6.01K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $5.64K | 0.00% | −11−15.5% | Reduced |
| Allworth Financial LP | 62 | $5.44K | 0.00% | −4−6.1% | Reduced |
| Bell Investment Advisors, Inc | 52 | $4.89K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 42 | $3.95K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 33 | $3.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $2.35K | 0.00% | +5+25.0% | Added |
| MAI Capital Management | 25 | $2.35K | 0.00% | +25 | New |
| Quarry LP | 24 | $2.25K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 23 | $2.16K | 0.00% | +4+21.1% | Added |
| SBI Securities Co., Ltd. | 21 | $1.97K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17 | $1.60K | 0.00% | +17 | New |
| CVA Family Office, LLC | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $1.22K | 0.00% | +13 | New |
| Spire Wealth Management | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10 | $946 | 0.00% | +3+42.9% | Added |
| Global Retirement Partners, LLC | 10 | $940 | 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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $657 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $564 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 6 | $564 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $470 | 0.00% | −1−16.7% | Reduced |
| 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 |
| WPG Advisers, LLC | 3 | $282 | 0.00% | +3 | New |
| Skopos Labs, Inc. | 2 | $188 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $188 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $94 | 0.00% | +1 | New |
| Proequities, Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 0 | $0 | 0.00% | −46,735−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −25,330−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −23,633−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,408−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |