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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 2,846 | $251.7K | 0.00% | +121+4.4% | Added |
| Smith Thornton Advisors LLC | 2,835 | $250.7K | 0.14% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 2,799 | $247.5K | 0.01% | −2,008−41.8% | Reduced |
| ERn Financial, LLC | 2,767 | $244.7K | 0.05% | +8+0.3% | Added |
| RSM US Wealth Management LLC | 2,631 | $232.7K | 0.00% | +90+3.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,615 | $231.3K | 0.18% | −92−3.4% | Reduced |
| IFM Investors Pty Ltd | 2,610 | $230.8K | 0.00% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,577 | $227.9K | 0.07% | +3+0.1% | Added |
| Everence Capital Management Inc | 2,550 | $226.0K | 0.01% | −2,270−47.1% | Reduced |
| Mackenzie Financial Corp | 2,553 | $225.8K | 0.00% | +163+6.8% | Added |
| Scientech Research LLC | 2,443 | $216.1K | 0.05% | +2,443 | New |
| Nisa Investment Advisors, LLC | 2,422 | $214.2K | 0.00% | −86−3.4% | Reduced |
| Colony Group, LLC | 2,324 | $205.5K | 0.00% | +33+1.4% | Added |
| NBT Bank N A | 1,767 | $156.3K | 0.01% | +1,767 | New |
| Farther Finance Advisors, LLC | 1,727 | $152.7K | 0.00% | −15−0.9% | Reduced |
| Allworth Financial LP | 1,518 | $134.3K | 0.00% | +1,458+2,430.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $132.7K | 0.16% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,326 | $116.9K | 0.01% | +213+19.1% | Added |
| Stephenson National Bank & Trust | 1,272 | $112.5K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,204 | $106.0K | 0.00% | −371−23.6% | Reduced |
| Geneos Wealth Management Inc. | 1,128 | $99.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 938 | $83.0K | 0.00% | +33+3.6% | Added |
| CIBC Private Wealth Group, LLC | 937 | $82.8K | 0.00% | +4+0.4% | Added |
| HM Payson & Co | 884 | $78.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 819 | $72.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 800 | $70.8K | 0.00% | −15−1.8% | Reduced |
| Acadian Asset Management LLC | 686 | $60.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $59.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 672 | $59.0K | 0.03% | +496+281.8% | Added |
| Ronald Blue Trust, Inc. | 664 | $58.7K | 0.00% | −36−5.1% | Reduced |
| GWM Advisors LLC | 650 | $57.5K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 646 | $57.0K | 0.00% | −71−9.9% | Reduced |
| Kestra Investment Management, LLC | 620 | $56.2K | 0.00% | +310+100.0% | Added |
| Avalon Trust Co | 600 | $53.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 555 | $49.1K | 0.00% | +29+5.5% | Added |
| IAG Wealth Partners, LLC | 528 | $46.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 526 | $46.5K | 0.01% | +169+47.3% | Added |
| Sterling Capital Management LLC | 524 | $46.3K | 0.00% | +148+39.4% | Added |
| Private Trust Co NA | 505 | $44.7K | 0.00% | +505 | New |
| Zimmer Partners, LP | 490 | $43.3K | 0.00% | +490 | New |
| Steward Partners Investment Advisory, LLC | 485 | $42.9K | 0.00% | +251+107.3% | Added |
| Hilltop National Bank | 462 | $40.9K | 0.01% | +462 | New |
| Huntington National Bank | 379 | $33.5K | 0.00% | −71−15.8% | Reduced |
| Public Employees Retirement System of Ohio | 355 | $31.4K | 0.00% | −25−6.6% | Reduced |
| Versant Capital Management, Inc | 329 | $29.1K | 0.00% | +2+0.6% | Added |
| Perritt Capital Management Inc | 308 | $27.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hantz Financial Services, Inc. | 256 | $23.0K | 0.00% | +256 | New |
| Whittier Trust Co | 229 | $20.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 155 | $13.7K | 0.00% | +130+520.0% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 139 | $12.3K | 0.00% | −44−24.0% | Reduced |
| Bangor Savings Bank | 135 | $11.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 133 | $11.8K | 0.00% | +19+16.7% | Added |
| Fifth Third Bancorp | 111 | $9.82K | 0.00% | −5−4.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 113 | $9.61K | 0.00% | +113 | New |
| Rise Advisors, LLC | 106 | $9.38K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $8.93K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.49K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 92 | $8.14K | 0.00% | +10+12.2% | Added |
| 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 |
| Private Wealth Management Group, LLC | 86 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 78 | $7.00K | 0.00% | +61+358.8% | Added |
| Bare Financial Services, Inc | 79 | $6.99K | 0.00% | +57+259.1% | Added |
| First Horizon Advisors, Inc. | 64 | $5.66K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $4.86K | 0.00% | +30+120.0% | Added |
| Bell Investment Advisors, Inc | 52 | $4.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $3.89K | 0.00% | +20+83.3% | Added |
| WealthCollab, LLC | 38 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $3.01K | 0.00% | +1+3.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.68K | 0.00% | −4−17.4% | Reduced |
| Skopos Labs, Inc. | 17 | $1.50K | 0.00% | +8+88.9% | Added |
| Parkside Financial Bank & Trust | 13 | $1.15K | 0.00% | +11+550.0% | Added |
| CVA Family Office, LLC | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $884 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $884 | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $796 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 9 | $796 | 0.00% | +9 | New |
| Atlantic Trust, LLC | 7 | $620 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $531 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $354 | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $354 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $266 | 0.00% | −2−40.0% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $177 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $177 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $89 | 0.00% | +1 | New |
| 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 |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −19,029−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,059−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |