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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 2,652 | $223.2K | 0.00% | +2,652 | New |
| RSM US Wealth Management LLC | 2,594 | $218.4K | 0.00% | −37−1.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,589 | $217.9K | 0.16% | −26−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,587 | $217.8K | 0.00% | −549−17.5% | Reduced |
| IFM Investors Pty Ltd | 2,610 | $217.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,581 | $217.3K | 0.00% | +2,581 | New |
| Everence Capital Management Inc | 2,550 | $215.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,547 | $214.4K | 0.00% | −6−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,540 | $213.8K | 0.00% | +118+4.9% | Added |
| Quantbot Technologies LP | 2,526 | $212.6K | 0.01% | +2,526 | New |
| Ellenbecker Investment Group | 2,455 | $206.7K | 0.03% | +2,455 | New |
| Freestone Grove Partners LP | 2,407 | $202.6K | 0.00% | +2,407 | New |
| STRS Ohio | 2,200 | $185.2K | 0.00% | −9,700−81.5% | Reduced |
| NBT Bank N A | 168 | $149.0K | 0.01% | −1,599−90.5% | Reduced |
| Farther Finance Advisors, LLC | 1,738 | $146.3K | 0.00% | +11+0.6% | Added |
| Allworth Financial LP | 1,581 | $133.1K | 0.00% | +63+4.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $126.3K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,413 | $118.9K | 0.02% | +1,413 | New |
| Smartleaf Asset Management LLC | 1,367 | $114.4K | 0.01% | +41+3.1% | Added |
| Tower Research Capital LLC (TRC) | 1,304 | $109.8K | 0.00% | −5,838−81.7% | Reduced |
| Creative Financial Designs Inc | 1,286 | $108.2K | 0.01% | −5,800−81.9% | Reduced |
| Stephenson National Bank & Trust | 1,272 | $107.1K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,271 | $107.0K | 0.00% | +747+142.6% | Added |
| KBC Group NV | 1,204 | $101.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $95.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 950 | $80.0K | 0.00% | +12+1.3% | Added |
| CIBC Private Wealth Group, LLC | 940 | $79.2K | 0.00% | +3+0.3% | Added |
| HM Payson & Co | 884 | $74.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 888 | $74.0K | 0.00% | −2,697−75.2% | Reduced |
| AdvisorNet Financial, Inc | 819 | $68.9K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 808 | $68.0K | 0.03% | +500+162.3% | Added |
| Signaturefd, LLC | 780 | $65.7K | 0.00% | −20−2.5% | Reduced |
| Parallel Advisors, LLC | 714 | $60.1K | 0.00% | +159+28.6% | Added |
| Acadian Asset Management LLC | 686 | $57.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $56.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 664 | $55.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $54.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $50.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 567 | $47.7K | 0.01% | +39+7.4% | Added |
| Private Trust Co NA | 505 | $42.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 485 | $40.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 476 | $40.0K | 0.02% | −196−29.2% | Reduced |
| Advisory Services Network, LLC | 474 | $39.9K | 0.00% | +474 | New |
| Hilltop National Bank | 462 | $38.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 455 | $38.3K | 0.00% | +363+394.6% | Added |
| Huntington National Bank | 421 | $35.4K | 0.00% | +42+11.1% | Added |
| Public Employees Retirement System of Ohio | 359 | $30.2K | 0.00% | +4+1.1% | Added |
| Versant Capital Management, Inc | 347 | $29.2K | 0.00% | +18+5.5% | Added |
| Monetary Management Group Inc | 300 | $25.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 291 | $24.5K | 0.00% | −9−3.0% | Reduced |
| Salomon & Ludwin, LLC | 281 | $23.2K | 0.00% | +281 | New |
| Hantz Financial Services, Inc. | 254 | $21.0K | 0.00% | −2−0.8% | Reduced |
| Whittier Trust Co | 229 | $18.9K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $16.8K | 0.00% | +200 | New |
| Shell Asset Management Co | 171 | $14.0K | 0.00% | −475−73.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 139 | $11.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 139 | $11.7K | 0.00% | +6+4.5% | Added |
| Bangor Savings Bank | 135 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 131 | $11.0K | 0.00% | +20+18.0% | Added |
| Capital Analysts, LLC | 133 | $11.0K | 0.00% | +133 | New |
| Optiver Holding B.V. | 112 | $9.43K | 0.00% | +112 | New |
| Rise Advisors, LLC | 106 | $8.92K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 101 | $8.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $8.08K | 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 |
| McIlrath & Eck, LLC | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $7.24K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 80 | $7.00K | 0.00% | +2+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $6.90K | 0.01% | −444−84.4% | Reduced |
| Quarry LP | 77 | $6.48K | 0.00% | +77 | New |
| Mather Group, LLC. | 72 | $6.06K | 0.00% | +72 | New |
| MAI Capital Management | 66 | $5.56K | 0.00% | −89−57.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 65 | $5.47K | 0.00% | +65 | New |
| First Horizon Corp | 64 | $5.39K | 0.00% | +64 | New |
| Clearstead Advisors, LLC | 61 | $5.13K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 58 | $4.88K | 0.00% | +6+11.5% | Added |
| Essential Partners LLC | 55 | $4.63K | 0.00% | +46+511.1% | Added |
| Root Financial Partners, LLC | 46 | $3.87K | 0.00% | +46 | New |
| Fortitude Family Office, LLC | 40 | $3.37K | 0.00% | +6+17.6% | Added |
| WealthCollab, LLC | 38 | $3.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $2.78K | 0.00% | +23+230.0% | Added |
| Bare Financial Services, Inc | 28 | $2.36K | 0.00% | −51−64.6% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.01K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $590 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $590 | 0.00% | +6+600.0% | Added |
| CVA Family Office, LLC | 7 | $589 | 0.00% | −6−46.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $511 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $505 | 0.00% | −49−89.1% | Reduced |
| Parkside Financial Bank & Trust | 4 | $337 | 0.00% | −9−69.2% | Reduced |
| Assetmark, Inc | 4 | $337 | 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 |
| Abound Wealth Management | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $168 | 0.00% | −42−95.5% | Reduced |