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, Q3 2025
Institutional positions in Mge Energy Inc as of Sep 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
- 305
- +14 vs. Q2 2025
- Shares held
- 21.9M
- −527.7K (−2.4%) vs. Q2 2025
- Total value
- $1.84B
- −$139.7M (−7.1%) vs. Q2 2025
- New holders
- 33
- 112 more added
- Sold out
- 19
- 98 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $85 | 0.00% | −8−88.9% | Reduced |
| Larson Financial Group LLC | 2 | $168 | 0.00% | −42−95.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $169 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $337 | 0.00% | −9−69.2% | Reduced |
| Assetmark, Inc | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $505 | 0.00% | −49−89.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $511 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $589 | 0.00% | −6−46.2% | Reduced |
| Atlantic Trust, LLC | 7 | $590 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $590 | 0.00% | +6+600.0% | Added |
| Global Retirement Partners, LLC | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.01K | 0.00% | +12 | New |
| Spire Wealth Management | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 28 | $2.36K | 0.00% | −51−64.6% | Reduced |
| Massmutual Trust Co FSB | 33 | $2.78K | 0.00% | +23+230.0% | Added |
| WealthCollab, LLC | 38 | $3.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $3.37K | 0.00% | +6+17.6% | Added |
| Root Financial Partners, LLC | 46 | $3.87K | 0.00% | +46 | New |
| Essential Partners LLC | 55 | $4.63K | 0.00% | +46+511.1% | Added |
| Bell Investment Advisors, Inc | 58 | $4.88K | 0.00% | +6+11.5% | Added |
| Clearstead Advisors, LLC | 61 | $5.13K | 0.00% | +61 | New |
| First Horizon Corp | 64 | $5.39K | 0.00% | +64 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 65 | $5.47K | 0.00% | +65 | New |
| MAI Capital Management | 66 | $5.56K | 0.00% | −89−57.4% | Reduced |
| Mather Group, LLC. | 72 | $6.06K | 0.00% | +72 | New |
| Quarry LP | 77 | $6.48K | 0.00% | +77 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $6.90K | 0.01% | −444−84.4% | Reduced |
| Bessemer Group Inc | 80 | $7.00K | 0.00% | +2+2.6% | Added |
| Private Wealth Management Group, LLC | 86 | $7.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 99 | $8.00K | 0.00% | +1+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $8.50K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $8.92K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 112 | $9.43K | 0.00% | +112 | New |
| Capital Analysts, LLC | 133 | $11.0K | 0.00% | +133 | New |
| Fifth Third Bancorp | 131 | $11.0K | 0.00% | +20+18.0% | Added |
| Bangor Savings Bank | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 139 | $11.7K | 0.00% | +6+4.5% | Added |
| Principal Securities, Inc. | 139 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 171 | $14.0K | 0.00% | −475−73.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 200 | $16.8K | 0.00% | +200 | New |
| Whittier Trust Co | 229 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 254 | $21.0K | 0.00% | −2−0.8% | Reduced |
| Salomon & Ludwin, LLC | 281 | $23.2K | 0.00% | +281 | New |
| EverSource Wealth Advisors, LLC | 291 | $24.5K | 0.00% | −9−3.0% | Reduced |
| Monetary Management Group Inc | 300 | $25.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 347 | $29.2K | 0.00% | +18+5.5% | Added |
| Public Employees Retirement System of Ohio | 359 | $30.2K | 0.00% | +4+1.1% | Added |
| Huntington National Bank | 421 | $35.4K | 0.00% | +42+11.1% | Added |
| SRS Capital Advisors, Inc. | 455 | $38.3K | 0.00% | +363+394.6% | Added |
| Hilltop National Bank | 462 | $38.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 474 | $39.9K | 0.00% | +474 | New |
| Covestor Ltd | 476 | $40.0K | 0.02% | −196−29.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 485 | $40.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 505 | $42.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 567 | $47.7K | 0.01% | +39+7.4% | Added |
| Avalon Trust Co | 600 | $50.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $54.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 664 | $55.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $56.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $57.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 714 | $60.1K | 0.00% | +159+28.6% | Added |
| Signaturefd, LLC | 780 | $65.7K | 0.00% | −20−2.5% | Reduced |
| Perritt Capital Management Inc | 808 | $68.0K | 0.03% | +500+162.3% | Added |
| AdvisorNet Financial, Inc | 819 | $68.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 888 | $74.0K | 0.00% | −2,697−75.2% | Reduced |
| HM Payson & Co | 884 | $74.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 940 | $79.2K | 0.00% | +3+0.3% | Added |
| IFP Advisors, Inc | 950 | $80.0K | 0.00% | +12+1.3% | Added |
| Geneos Wealth Management Inc. | 1,128 | $95.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,204 | $101.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,271 | $107.0K | 0.00% | +747+142.6% | Added |
| Stephenson National Bank & Trust | 1,272 | $107.1K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,286 | $108.2K | 0.01% | −5,800−81.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,304 | $109.8K | 0.00% | −5,838−81.7% | Reduced |
| Smartleaf Asset Management LLC | 1,367 | $114.4K | 0.01% | +41+3.1% | Added |
| ISAM Funds (UK) Ltd | 1,413 | $118.9K | 0.02% | +1,413 | New |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $126.3K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 1,581 | $133.1K | 0.00% | +63+4.2% | Added |
| Farther Finance Advisors, LLC | 1,738 | $146.3K | 0.00% | +11+0.6% | Added |
| NBT Bank N A | 168 | $149.0K | 0.01% | −1,599−90.5% | Reduced |
| STRS Ohio | 2,200 | $185.2K | 0.00% | −9,700−81.5% | Reduced |
| Freestone Grove Partners LP | 2,407 | $202.6K | 0.00% | +2,407 | New |
| Ellenbecker Investment Group | 2,455 | $206.7K | 0.03% | +2,455 | New |
| Quantbot Technologies LP | 2,526 | $212.6K | 0.01% | +2,526 | New |
| Nisa Investment Advisors, LLC | 2,540 | $213.8K | 0.00% | +118+4.9% | Added |
| Mackenzie Financial Corp | 2,547 | $214.4K | 0.00% | −6−0.2% | Reduced |
| Everence Capital Management Inc | 2,550 | $215.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,581 | $217.3K | 0.00% | +2,581 | New |