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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 2,610 | $242.6K | 0.00% | −2,201−45.7% | Reduced |
| CWS Financial Advisors, LLC | 2,574 | $239.3K | 0.08% | +7+0.3% | Added |
| RSM US Wealth Management LLC | 2,541 | $236.2K | 0.00% | +15+0.6% | Added |
| Nisa Investment Advisors, LLC | 2,508 | $233.1K | 0.00% | +279+12.5% | Added |
| Entropy Technologies, LP | 2,500 | $232.4K | 0.02% | +2,500 | New |
| Mackenzie Financial Corp | 2,390 | $222.2K | 0.00% | −10.0% | Reduced |
| United Services Automobile Association | 2,372 | $220.4K | 0.01% | +2,372 | New |
| Colony Group, LLC | 2,291 | $213.0K | 0.00% | +52+2.3% | Added |
| Jefferies Financial Group Inc. | 2,217 | $206.1K | 0.00% | −15,953−87.8% | Reduced |
| Isthmus Partners, LLC | 2,204 | $204.9K | 0.03% | 00.0% | Unchanged |
| Jain Global LLC | 2,175 | $202.2K | 0.00% | +2,175 | New |
| Farther Finance Advisors, LLC | 1,742 | $161.9K | 0.00% | +35+2.1% | Added |
| KBC Group NV | 1,575 | $146.0K | 0.00% | +97+6.6% | Added |
| Coldstream Capital Management Inc | 1,558 | $144.8K | 0.00% | +1,558 | New |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $139.4K | 0.13% | +1,500 | New |
| Stephenson National Bank & Trust | 1,272 | $118.2K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $104.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,113 | $103.4K | 0.01% | +1+0.1% | Added |
| IFP Advisors, Inc | 905 | $84.1K | 0.00% | +5+0.6% | Added |
| HM Payson & Co | 884 | $82.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 933 | $81.1K | 0.00% | +3+0.3% | Added |
| AdvisorNet Financial, Inc | 819 | $76.1K | 0.01% | +40+5.1% | Added |
| Signaturefd, LLC | 815 | $75.8K | 0.00% | −12−1.5% | Reduced |
| Shell Asset Management Co | 717 | $67.0K | 0.00% | −30−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 700 | $65.1K | 0.00% | −56−7.4% | Reduced |
| Acadian Asset Management LLC | 686 | $63.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $62.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $60.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $55.8K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 568 | $52.8K | 0.02% | +568 | New |
| IAG Wealth Partners, LLC | 528 | $49.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 526 | $48.9K | 0.00% | +57+12.2% | Added |
| Huntington National Bank | 450 | $41.8K | 0.00% | −1−0.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 397 | $36.4K | 0.01% | +397 | New |
| Public Employees Retirement System of Ohio | 380 | $35.3K | 0.00% | −14−3.6% | Reduced |
| Sterling Capital Management LLC | 376 | $35.0K | 0.00% | −297−44.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 357 | $33.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 327 | $30.4K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 310 | $28.8K | 0.00% | +310 | New |
| Perritt Capital Management Inc | 308 | $28.6K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 300 | $27.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $27.1K | 0.00% | +72+32.7% | Added |
| Jones Financial Companies LLLP | 263 | $24.5K | 0.00% | +253+2,530.0% | Added |
| Steward Partners Investment Advisory, LLC | 234 | $21.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 229 | $21.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 210 | $19.5K | 0.00% | −9,065−97.7% | Reduced |
| Principal Securities, Inc. | 183 | $17.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $16.0K | 0.01% | +63+55.8% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $12.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 134 | $12.0K | 0.00% | +14+11.7% | Added |
| Fifth Third Bancorp | 116 | $10.8K | 0.00% | +46+65.7% | Added |
| Umb Bank N A | 114 | $10.6K | 0.00% | +29+34.1% | Added |
| Rise Advisors, LLC | 106 | $9.85K | 0.00% | +106 | New |
| High Note Wealth, LLC | 101 | $9.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.92K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.83K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 91 | $8.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $8.00K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 86 | $8.00K | 0.00% | +86 | New |
| SRS Capital Advisors, Inc. | 82 | $7.62K | 0.00% | +22+36.7% | Added |
| Harbor Capital Advisors, Inc. | 77 | $7.00K | 0.00% | +77 | New |
| Mather Group, LLC. | 72 | $6.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 64 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 60 | $5.58K | 0.00% | +47+361.5% | Added |
| Allworth Financial LP | 60 | $5.45K | 0.00% | −2−3.2% | Reduced |
| Bell Investment Advisors, Inc | 52 | $4.83K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 38 | $3.53K | 0.00% | −41−51.9% | Reduced |
| Fortitude Family Office, LLC | 33 | $3.07K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $2.51K | 0.00% | +3+12.5% | Added |
| Rothschild Investment LLC | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $2.23K | 0.00% | +20+500.0% | Added |
| JFS Wealth Advisors, LLC | 23 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $2.04K | 0.00% | +22 | New |
| Bessemer Group Inc | 17 | $2.00K | 0.00% | −97−85.1% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $1.02K | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 10 | $930 | 0.00% | +1+11.1% | Added |
| Skopos Labs, Inc. | 9 | $837 | 0.00% | +7+350.0% | Added |
| True Wealth Design, LLC | 9 | $837 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $558 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $558 | 0.00% | +6 | 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 |
| Private Wealth Asset Management, LLC | 3 | $279 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 2 | $186 | 0.00% | −2−50.0% | Reduced |
| Abound Wealth Management | 2 | $186 | 0.00% | +2 | 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 |
| Bay Harbor Wealth Management, LLC | 1 | $92 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −140,940−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −44,804−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,977−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,141−100.0% | Sold out |