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, Q2 2025
Institutional positions in Mge Energy Inc as of Jun 30, 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
- +2 vs. Q1 2025
- Shares held
- 22.4M
- −80.8K (−0.4%) vs. Q1 2025
- Total value
- $1.98B
- −$108.8M (−5.2%) vs. Q1 2025
- New holders
- 25
- 127 more added
- Sold out
- 23
- 91 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $89 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $177 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $177 | 0.00% | +1+100.0% | Added |
| Private Wealth Asset Management, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $266 | 0.00% | −2−40.0% | Reduced |
| Assetmark, Inc | 4 | $354 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $354 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $531 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $620 | 0.00% | +7 | New |
| True Wealth Design, LLC | 9 | $796 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $796 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 10 | $884 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $884 | 0.00% | +10 | New |
| Spire Wealth Management | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $1.15K | 0.00% | +11+550.0% | Added |
| Skopos Labs, Inc. | 17 | $1.50K | 0.00% | +8+88.9% | Added |
| JFS Wealth Advisors, LLC | 19 | $1.68K | 0.00% | −4−17.4% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.01K | 0.00% | +1+3.0% | Added |
| WealthCollab, LLC | 38 | $3.36K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $3.89K | 0.00% | +20+83.3% | Added |
| Bell Investment Advisors, Inc | 52 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $4.86K | 0.00% | +30+120.0% | Added |
| First Horizon Advisors, Inc. | 64 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 79 | $6.99K | 0.00% | +57+259.1% | Added |
| Bessemer Group Inc | 78 | $7.00K | 0.00% | +61+358.8% | Added |
| Private Wealth Management Group, LLC | 86 | $7.61K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 98 | $8.00K | 0.00% | −36−26.9% | Reduced |
| Harbor Capital Advisors, Inc. | 92 | $8.00K | 0.00% | +15+19.5% | Added |
| SRS Capital Advisors, Inc. | 92 | $8.14K | 0.00% | +10+12.2% | Added |
| McIlrath & Eck, LLC | 95 | $8.40K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.49K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $8.93K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $9.38K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 113 | $9.61K | 0.00% | +113 | New |
| Fifth Third Bancorp | 111 | $9.82K | 0.00% | −5−4.3% | Reduced |
| Umb Bank N A | 133 | $11.8K | 0.00% | +19+16.7% | Added |
| Bangor Savings Bank | 135 | $11.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 139 | $12.3K | 0.00% | −44−24.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 155 | $13.7K | 0.00% | +130+520.0% | Added |
| Whittier Trust Co | 229 | $20.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 256 | $23.0K | 0.00% | +256 | New |
| Monetary Management Group Inc | 300 | $26.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 300 | $26.5K | 0.00% | +8+2.7% | Added |
| Perritt Capital Management Inc | 308 | $27.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 329 | $29.1K | 0.00% | +2+0.6% | Added |
| Public Employees Retirement System of Ohio | 355 | $31.4K | 0.00% | −25−6.6% | Reduced |
| Huntington National Bank | 379 | $33.5K | 0.00% | −71−15.8% | Reduced |
| Hilltop National Bank | 462 | $40.9K | 0.01% | +462 | New |
| Steward Partners Investment Advisory, LLC | 485 | $42.9K | 0.00% | +251+107.3% | Added |
| Zimmer Partners, LP | 490 | $43.3K | 0.00% | +490 | New |
| Private Trust Co NA | 505 | $44.7K | 0.00% | +505 | New |
| Sterling Capital Management LLC | 524 | $46.3K | 0.00% | +148+39.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 526 | $46.5K | 0.01% | +169+47.3% | Added |
| IAG Wealth Partners, LLC | 528 | $46.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 555 | $49.1K | 0.00% | +29+5.5% | Added |
| Avalon Trust Co | 600 | $53.1K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 620 | $56.2K | 0.00% | +310+100.0% | Added |
| Shell Asset Management Co | 646 | $57.0K | 0.00% | −71−9.9% | Reduced |
| GWM Advisors LLC | 650 | $57.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 664 | $58.7K | 0.00% | −36−5.1% | Reduced |
| Covestor Ltd | 672 | $59.0K | 0.03% | +496+281.8% | Added |
| Washington Trust Advisors, Inc. | 670 | $59.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $60.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $70.8K | 0.00% | −15−1.8% | Reduced |
| AdvisorNet Financial, Inc | 819 | $72.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 884 | $78.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 937 | $82.8K | 0.00% | +4+0.4% | Added |
| IFP Advisors, Inc | 938 | $83.0K | 0.00% | +33+3.6% | Added |
| Geneos Wealth Management Inc. | 1,128 | $99.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,204 | $106.0K | 0.00% | −371−23.6% | Reduced |
| Stephenson National Bank & Trust | 1,272 | $112.5K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,326 | $116.9K | 0.01% | +213+19.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $132.7K | 0.16% | 00.0% | Unchanged |
| Allworth Financial LP | 1,518 | $134.3K | 0.00% | +1,458+2,430.0% | Added |
| Farther Finance Advisors, LLC | 1,727 | $152.7K | 0.00% | −15−0.9% | Reduced |
| NBT Bank N A | 1,767 | $156.3K | 0.01% | +1,767 | New |
| Colony Group, LLC | 2,324 | $205.5K | 0.00% | +33+1.4% | Added |
| Nisa Investment Advisors, LLC | 2,422 | $214.2K | 0.00% | −86−3.4% | Reduced |
| Scientech Research LLC | 2,443 | $216.1K | 0.05% | +2,443 | New |
| Mackenzie Financial Corp | 2,553 | $225.8K | 0.00% | +163+6.8% | Added |
| Everence Capital Management Inc | 2,550 | $226.0K | 0.01% | −2,270−47.1% | Reduced |
| CWS Financial Advisors, LLC | 2,577 | $227.9K | 0.07% | +3+0.1% | Added |
| IFM Investors Pty Ltd | 2,610 | $230.8K | 0.00% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,615 | $231.3K | 0.18% | −92−3.4% | Reduced |
| RSM US Wealth Management LLC | 2,631 | $232.7K | 0.00% | +90+3.5% | Added |
| ERn Financial, LLC | 2,767 | $244.7K | 0.05% | +8+0.3% | Added |
| SummitTX Capital, L.P. | 2,799 | $247.5K | 0.01% | −2,008−41.8% | Reduced |
| Smith Thornton Advisors LLC | 2,835 | $250.7K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 2,846 | $251.7K | 0.00% | +121+4.4% | Added |
| Poehling Capital Management, LLC | 2,928 | $259.0K | 0.06% | −1,422−32.7% | Reduced |
| J.W. Cole Advisors, Inc. | 3,055 | $270.2K | 0.01% | +110+3.7% | Added |
| IHT Wealth Management, LLC | 3,088 | $273.1K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 3,109 | $275.0K | 0.00% | +3,109 | New |
| Wisconsin Wealth Advisors, LLC | 3,117 | $275.7K | 0.32% | 00.0% | Unchanged |