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 |
|---|---|---|---|---|---|
| Oak Wealth Advisors LLC | 2,799 | $219.5K | 0.13% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,785 | $218.4K | 0.04% | +9+0.3% | Added |
| Mutual Advisors, LLC | 2,756 | $216.1K | 0.00% | +2,756 | New |
| Mariner, LLC | 2,693 | $211.3K | 0.00% | +2,693 | New |
| Dana Investment Advisors, Inc. | 2,671 | $209.5K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,655 | $208.2K | 0.03% | +200+8.1% | Added |
| RSM US Wealth Management LLC | 2,605 | $205.1K | 0.00% | +11+0.4% | Added |
| New Age Alpha Advisors, LLC | 2,608 | $204.5K | 0.01% | +2,608 | New |
| Crossmark Global Holdings, Inc. | 2,587 | $202.9K | 0.00% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,566 | $201.2K | 0.14% | −23−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 2,490 | $195.3K | 0.00% | −91−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 2,371 | $185.9K | 0.00% | −169−6.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,980 | $155.3K | 0.02% | +1,980 | New |
| NBT Bank N A | 157 | $139.1K | 0.01% | −11−6.5% | Reduced |
| Farther Finance Advisors, LLC | 1,754 | $137.5K | 0.00% | +16+0.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $117.6K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,497 | $117.4K | 0.00% | −2,690−64.2% | Reduced |
| Allworth Financial LP | 1,434 | $112.5K | 0.00% | −147−9.3% | Reduced |
| Smartleaf Asset Management LLC | 1,423 | $112.1K | 0.00% | +56+4.1% | Added |
| Stephenson National Bank & Trust | 1,272 | $99.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,271 | $99.7K | 0.00% | +1,271 | New |
| Umb Bank N A | 1,261 | $98.9K | 0.00% | +1,122+807.2% | Added |
| Quantbot Technologies LP | 1,236 | $96.9K | 0.00% | −1,290−51.1% | Reduced |
| KBC Group NV | 1,204 | $94.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,147 | $89.9K | 0.00% | −124−9.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,136 | $89.1K | 0.01% | +1,136 | New |
| Geneos Wealth Management Inc. | 1,128 | $88.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 952 | $74.7K | 0.00% | +12+1.3% | Added |
| IFP Advisors, Inc | 914 | $71.7K | 0.00% | −36−3.8% | Reduced |
| HM Payson & Co | 884 | $69.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 878 | $69.0K | 0.04% | +402+84.5% | Added |
| AdvisorNet Financial, Inc | 819 | $64.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 761 | $59.7K | 0.00% | −19−2.4% | Reduced |
| Creative Financial Designs Inc | 715 | $56.1K | 0.00% | −571−44.4% | Reduced |
| Acadian Asset Management LLC | 686 | $53.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 670 | $52.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $47.1K | 0.00% | 00.0% | Unchanged |
| eCIO, Inc. | 568 | $44.6K | 0.02% | +568 | New |
| IAG Wealth Partners, LLC | 567 | $44.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 527 | $41.3K | 0.00% | −187−26.2% | Reduced |
| Private Trust Co NA | 505 | $39.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 485 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 458 | $35.9K | 0.00% | −846−64.9% | Reduced |
| Hantz Financial Services, Inc. | 416 | $33.0K | 0.00% | +162+63.8% | Added |
| EverSource Wealth Advisors, LLC | 403 | $31.6K | 0.00% | +112+38.5% | Added |
| Versant Capital Management, Inc | 380 | $29.8K | 0.00% | +33+9.5% | Added |
| Public Employees Retirement System of Ohio | 368 | $28.9K | 0.00% | +9+2.5% | Added |
| Huntington National Bank | 351 | $27.5K | 0.00% | −70−16.6% | Reduced |
| Basecamp Wealth Advisors LLC | 307 | $24.1K | 0.01% | +307 | 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 |
| International Assets Investment Management, LLC | 238 | $18.7K | 0.00% | +238 | New |
| Whittier Trust Co | 229 | $17.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 223 | $17.3K | 0.00% | −58−20.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 189 | $14.8K | 0.01% | +107+130.5% | Added |
| Flagship Harbor Advisors, LLC | 172 | $13.5K | 0.00% | +172 | New |
| Los Angeles Capital Management LLC | 151 | $12.6K | 0.00% | +151 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 135 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 128 | $10.0K | 0.00% | −327−71.9% | Reduced |
| Capital Analysts, LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 120 | $9.41K | 0.00% | +120 | New |
| Simplex Trading, LLC | 109 | $8.55K | 0.00% | +109 | New |
| High Note Wealth, LLC | 101 | $7.92K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 97 | $7.61K | 0.00% | +97 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.53K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $7.45K | 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 |
| Private Wealth Management Group, LLC | 86 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 73 | $5.84K | 0.00% | +73 | New |
| Fifth Third Bancorp | 74 | $5.80K | 0.00% | −57−43.5% | Reduced |
| Optiver Holding B.V. | 72 | $5.65K | 0.00% | −40−35.7% | Reduced |
| Quarry LP | 65 | $5.10K | 0.00% | −12−15.6% | Reduced |
| First Horizon Corp | 64 | $5.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 61 | $4.78K | 0.00% | +33+117.9% | Added |
| Caitlin John, LLC | 56 | $4.39K | 0.00% | −10,602−99.5% | Reduced |
| Root Financial Partners, LLC | 41 | $3.21K | 0.00% | −5−10.9% | Reduced |
| WealthCollab, LLC | 38 | $2.98K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Essential Partners LLC | 25 | $1.96K | 0.00% | −30−54.5% | Reduced |
| Brown Brothers Harriman & Co | 25 | $1.96K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 13 | $1.02K | 0.00% | +9+225.0% | Added |
| Spire Wealth Management | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10 | $784 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 10 | $747 | 0.00% | +10 | 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 |
| CVA Family Office, LLC | 7 | $549 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $549 | 0.00% | +3+75.0% | Added |