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, Q1 2025
Institutional positions in Mge Energy Inc as of Mar 31, 2025. 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
- 295
- +5 vs. Q4 2024
- Shares held
- 22.5M
- −79.2K (−0.4%) vs. Q4 2024
- Total value
- $2.09B
- −$29.7M (−1.4%) vs. Q4 2024
- New holders
- 38
- 93 more added
- Sold out
- 33
- 97 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 1 | $92 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $93 | 0.00% | −20−95.2% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $93 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $186 | 0.00% | −2−50.0% | Reduced |
| Abound Wealth Management | 2 | $186 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $279 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $465 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $465 | 0.00% | +3+150.0% | Added |
| Stephens Consulting, LLC | 5 | $465 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $558 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $558 | 0.00% | +6 | New |
| Skopos Labs, Inc. | 9 | $837 | 0.00% | +7+350.0% | Added |
| True Wealth Design, LLC | 9 | $837 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 10 | $930 | 0.00% | +1+11.1% | Added |
| UMA Financial Services, Inc. | 11 | $1.02K | 0.00% | +11 | New |
| Spire Wealth Management | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 17 | $2.00K | 0.00% | −97−85.1% | Reduced |
| Bare Financial Services, Inc | 22 | $2.04K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $2.23K | 0.00% | +20+500.0% | Added |
| Rothschild Investment LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $2.51K | 0.00% | +3+12.5% | Added |
| Fortitude Family Office, LLC | 33 | $3.07K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $3.53K | 0.00% | −41−51.9% | Reduced |
| Bell Investment Advisors, Inc | 52 | $4.83K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $5.45K | 0.00% | −2−3.2% | Reduced |
| Hexagon Capital Partners LLC | 60 | $5.58K | 0.00% | +47+361.5% | Added |
| First Horizon Advisors, Inc. | 64 | $5.95K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 72 | $6.69K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 77 | $7.00K | 0.00% | +77 | New |
| SRS Capital Advisors, Inc. | 82 | $7.62K | 0.00% | +22+36.7% | Added |
| Private Wealth Management Group, LLC | 86 | $8.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 86 | $8.00K | 0.00% | +86 | New |
| Lindbrook Capital, LLC | 91 | $8.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.83K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.92K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $9.39K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $9.85K | 0.00% | +106 | New |
| Umb Bank N A | 114 | $10.6K | 0.00% | +29+34.1% | Added |
| Fifth Third Bancorp | 116 | $10.8K | 0.00% | +46+65.7% | Added |
| Hemington Wealth Management | 134 | $12.0K | 0.00% | +14+11.7% | Added |
| Bangor Savings Bank | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $16.0K | 0.01% | +63+55.8% | Added |
| Principal Securities, Inc. | 183 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 210 | $19.5K | 0.00% | −9,065−97.7% | Reduced |
| Whittier Trust Co | 229 | $21.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $21.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 263 | $24.5K | 0.00% | +253+2,530.0% | Added |
| EverSource Wealth Advisors, LLC | 292 | $27.1K | 0.00% | +72+32.7% | Added |
| Monetary Management Group Inc | 300 | $27.9K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 308 | $28.6K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 310 | $28.8K | 0.00% | +310 | New |
| Versant Capital Management, Inc | 327 | $30.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $33.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 376 | $35.0K | 0.00% | −297−44.1% | Reduced |
| Public Employees Retirement System of Ohio | 380 | $35.3K | 0.00% | −14−3.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 397 | $36.4K | 0.01% | +397 | New |
| Huntington National Bank | 450 | $41.8K | 0.00% | −1−0.2% | Reduced |
| Parallel Advisors, LLC | 526 | $48.9K | 0.00% | +57+12.2% | Added |
| IAG Wealth Partners, LLC | 528 | $49.1K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 568 | $52.8K | 0.02% | +568 | New |
| Avalon Trust Co | 600 | $55.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $60.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $62.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 700 | $65.1K | 0.00% | −56−7.4% | Reduced |
| Shell Asset Management Co | 717 | $67.0K | 0.00% | −30−4.0% | Reduced |
| Signaturefd, LLC | 815 | $75.8K | 0.00% | −12−1.5% | Reduced |
| AdvisorNet Financial, Inc | 819 | $76.1K | 0.01% | +40+5.1% | Added |
| CIBC Private Wealth Group, LLC | 933 | $81.1K | 0.00% | +3+0.3% | Added |
| HM Payson & Co | 884 | $82.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $84.1K | 0.00% | +5+0.6% | Added |
| Smartleaf Asset Management LLC | 1,113 | $103.4K | 0.01% | +1+0.1% | Added |
| Geneos Wealth Management Inc. | 1,128 | $104.9K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,272 | $118.2K | 0.04% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $139.4K | 0.13% | +1,500 | New |
| Coldstream Capital Management Inc | 1,558 | $144.8K | 0.00% | +1,558 | New |
| KBC Group NV | 1,575 | $146.0K | 0.00% | +97+6.6% | Added |
| Farther Finance Advisors, LLC | 1,742 | $161.9K | 0.00% | +35+2.1% | Added |
| Jain Global LLC | 2,175 | $202.2K | 0.00% | +2,175 | New |
| Isthmus Partners, LLC | 2,204 | $204.9K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,217 | $206.1K | 0.00% | −15,953−87.8% | Reduced |
| Colony Group, LLC | 2,291 | $213.0K | 0.00% | +52+2.3% | Added |
| United Services Automobile Association | 2,372 | $220.4K | 0.01% | +2,372 | New |
| Mackenzie Financial Corp | 2,390 | $222.2K | 0.00% | −10.0% | Reduced |
| Entropy Technologies, LP | 2,500 | $232.4K | 0.02% | +2,500 | New |
| Nisa Investment Advisors, LLC | 2,508 | $233.1K | 0.00% | +279+12.5% | Added |
| RSM US Wealth Management LLC | 2,541 | $236.2K | 0.00% | +15+0.6% | Added |
| CWS Financial Advisors, LLC | 2,574 | $239.3K | 0.08% | +7+0.3% | Added |
| IFM Investors Pty Ltd | 2,610 | $242.6K | 0.00% | −2,201−45.7% | Reduced |
| Inceptionr LLC | 2,662 | $247.5K | 0.07% | +2,662 | New |
| Cambridge Investment Research Advisors, Inc. | 2,684 | $249.0K | 0.00% | −196−6.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,707 | $251.6K | 0.22% | −306−10.2% | Reduced |
| Xponance, Inc. | 2,725 | $253.3K | 0.00% | +131+5.1% | Added |
| ERn Financial, LLC | 2,759 | $256.5K | 0.04% | +7+0.3% | Added |