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, Q4 2025
Institutional positions in Mge Energy Inc as of Dec 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
- 314
- +13 vs. Q3 2025
- Shares held
- 21.8M
- −99.2K (−0.5%) vs. Q3 2025
- Total value
- $1.71B
- −$133.6M (−7.3%) vs. Q3 2025
- New holders
- 45
- 91 more added
- Sold out
- 32
- 116 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $66 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $157 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $235 | 0.00% | +2+200.0% | Added |
| Ankerstar Wealth, LLC | 3 | $235 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $235 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $236 | 0.00% | −4−57.1% | Reduced |
| SJS Investment Consulting Inc. | 3 | $236 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $236 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 5 | $392 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $471 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $549 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $549 | 0.00% | +3+75.0% | Added |
| Ares Financial Consulting, LLC | 7 | $549 | 0.00% | +7 | New |
| Massmutual Trust Co FSB | 9 | $706 | 0.00% | −24−72.7% | Reduced |
| Manchester Capital Management LLC | 9 | $706 | 0.00% | −3−25.0% | Reduced |
| Torren Management, LLC | 10 | $747 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 10 | $784 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 13 | $1.02K | 0.00% | +9+225.0% | Added |
| Bell Investment Advisors, Inc | 19 | $1.49K | 0.00% | −39−67.2% | Reduced |
| Rothschild Investment LLC | 19 | $1.49K | 0.00% | +13+216.7% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 25 | $1.96K | 0.00% | −30−54.5% | Reduced |
| Brown Brothers Harriman & Co | 25 | $1.96K | 0.00% | +25 | New |
| Larson Financial Group LLC | 26 | $2.04K | 0.00% | +24+1,200.0% | Added |
| Red Tortoise LLC | 26 | $2.04K | 0.00% | +26 | New |
| Aster Capital Management (DIFC) Ltd | 26 | $2.04K | 0.00% | +26 | New |
| MAI Capital Management | 27 | $2.12K | 0.00% | −39−59.1% | Reduced |
| JFS Wealth Advisors, LLC | 27 | $2.12K | 0.00% | +8+42.1% | Added |
| Ronald Blue Trust, Inc. | 34 | $2.67K | 0.00% | −630−94.9% | Reduced |
| Fortitude Family Office, LLC | 34 | $2.67K | 0.00% | −6−15.0% | Reduced |
| WealthCollab, LLC | 38 | $2.98K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 41 | $3.21K | 0.00% | −5−10.9% | Reduced |
| Caitlin John, LLC | 56 | $4.39K | 0.00% | −10,602−99.5% | Reduced |
| Bare Financial Services, Inc | 61 | $4.78K | 0.00% | +33+117.9% | Added |
| First Horizon Corp | 64 | $5.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 65 | $5.10K | 0.00% | −12−15.6% | Reduced |
| Optiver Holding B.V. | 72 | $5.65K | 0.00% | −40−35.7% | Reduced |
| Fifth Third Bancorp | 74 | $5.80K | 0.00% | −57−43.5% | Reduced |
| Sound Income Strategies, LLC | 73 | $5.84K | 0.00% | +73 | New |
| Private Wealth Management Group, LLC | 86 | $6.75K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 90 | $7.00K | 0.00% | −2−2.2% | Reduced |
| Bessemer Group Inc | 85 | $7.00K | 0.00% | +5+6.3% | Added |
| McIlrath & Eck, LLC | 95 | $7.45K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.53K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 97 | $7.61K | 0.00% | +97 | New |
| High Note Wealth, LLC | 101 | $7.92K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 109 | $8.55K | 0.00% | +109 | New |
| Caitong International Asset Management Co., Ltd | 120 | $9.41K | 0.00% | +120 | New |
| Capital Analysts, LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 128 | $10.0K | 0.00% | −327−71.9% | Reduced |
| Bangor Savings Bank | 135 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 151 | $12.6K | 0.00% | +151 | New |
| Flagship Harbor Advisors, LLC | 172 | $13.5K | 0.00% | +172 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 189 | $14.8K | 0.01% | +107+130.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 223 | $17.3K | 0.00% | −58−20.6% | Reduced |
| Whittier Trust Co | 229 | $17.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 238 | $18.7K | 0.00% | +238 | New |
| Hilltop National Bank | 300 | $23.5K | 0.01% | −162−35.1% | Reduced |
| Monetary Management Group Inc | 300 | $23.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 307 | $24.1K | 0.01% | +307 | New |
| Huntington National Bank | 351 | $27.5K | 0.00% | −70−16.6% | Reduced |
| Public Employees Retirement System of Ohio | 368 | $28.9K | 0.00% | +9+2.5% | Added |
| Versant Capital Management, Inc | 380 | $29.8K | 0.00% | +33+9.5% | Added |
| EverSource Wealth Advisors, LLC | 403 | $31.6K | 0.00% | +112+38.5% | Added |
| Hantz Financial Services, Inc. | 416 | $33.0K | 0.00% | +162+63.8% | Added |
| Tower Research Capital LLC (TRC) | 458 | $35.9K | 0.00% | −846−64.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 485 | $38.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 505 | $39.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 527 | $41.3K | 0.00% | −187−26.2% | Reduced |
| IAG Wealth Partners, LLC | 567 | $44.5K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 568 | $44.6K | 0.02% | +568 | New |
| Avalon Trust Co | 600 | $47.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $52.5K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 686 | $53.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 715 | $56.1K | 0.00% | −571−44.4% | Reduced |
| Signaturefd, LLC | 761 | $59.7K | 0.00% | −19−2.4% | Reduced |
| AdvisorNet Financial, Inc | 819 | $64.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 878 | $69.0K | 0.04% | +402+84.5% | Added |
| HM Payson & Co | 884 | $69.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 914 | $71.7K | 0.00% | −36−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 952 | $74.7K | 0.00% | +12+1.3% | Added |
| Geneos Wealth Management Inc. | 1,128 | $88.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,136 | $89.1K | 0.01% | +1,136 | New |
| Sterling Capital Management LLC | 1,147 | $89.9K | 0.00% | −124−9.8% | Reduced |
| KBC Group NV | 1,204 | $94.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,236 | $96.9K | 0.00% | −1,290−51.1% | Reduced |
| Umb Bank N A | 1,261 | $98.9K | 0.00% | +1,122+807.2% | Added |
| Kestra Advisory Services, LLC | 1,271 | $99.7K | 0.00% | +1,271 | New |
| Stephenson National Bank & Trust | 1,272 | $99.8K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,423 | $112.1K | 0.00% | +56+4.1% | Added |
| Allworth Financial LP | 1,434 | $112.5K | 0.00% | −147−9.3% | Reduced |
| Johnson Financial Group, Inc. | 1,497 | $117.4K | 0.00% | −2,690−64.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $117.6K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,754 | $137.5K | 0.00% | +16+0.9% | Added |