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, Q1 2026
Institutional positions in Mge Energy Inc as of Mar 31, 2026. 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
- 317
- +7 vs. Q4 2025
- Shares held
- 21.8M
- +4.59M (+26.7%) vs. Q4 2025
- Total value
- $1.68B
- +$333.9M (+24.7%) vs. Q4 2025
- New holders
- 45
- 108 more added
- Sold out
- 38
- 107 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Mge Energy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 3,048 | $235.6K | 0.03% | +393+14.8% | Added |
| Institute for Wealth Management, LLC. | 3,048 | $235.6K | 0.03% | −114−3.6% | Reduced |
| Blair William & Co | 3,005 | $232.3K | 0.00% | −95−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,996 | $231.6K | 0.00% | −1,675−35.9% | Reduced |
| Axq Capital, LP | 2,893 | $223.6K | 0.03% | +2,893 | New |
| Morningstar Investment Management LLC | 2,854 | $220.6K | 0.01% | −1,777−38.4% | Reduced |
| Skopos Labs, Inc. | 2,854 | $220.6K | 0.01% | +2,854 | New |
| Smith Thornton Advisors LLC | 2,835 | $219.1K | 0.11% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,822 | $218.1K | 0.00% | +2,822 | New |
| ERn Financial, LLC | 2,796 | $216.1K | 0.04% | +11+0.4% | Added |
| Beacon Pointe Advisors, LLC | 2,745 | $212.1K | 0.00% | −81−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 2,671 | $206.4K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,623 | $202.7K | 0.04% | +2,623 | New |
| IFM Investors Pty Ltd | 2,610 | $201.7K | 0.00% | +2,610 | New |
| Quadrant Capital Group LLC | 2,574 | $198.9K | 0.01% | −660−20.4% | Reduced |
| New Age Alpha Advisors, LLC | 2,546 | $196.8K | 0.01% | −62−2.4% | Reduced |
| Bokf, NA | 2,218 | $171.4K | 0.00% | −916−29.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,981 | $153.1K | 0.00% | −390−16.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,883 | $145.5K | 0.02% | −97−4.9% | Reduced |
| Farther Finance Advisors, LLC | 1,791 | $139.2K | 0.00% | +37+2.1% | Added |
| NBT Bank N A | 1,778 | $137.4K | 0.01% | +1,621+1,032.5% | Added |
| Advisory Services Network, LLC | 1,515 | $117.1K | 0.00% | +1,515 | New |
| Tower Research Capital LLC (TRC) | 1,509 | $116.6K | 0.00% | +1,051+229.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 1,500 | $115.9K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,497 | $115.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,371 | $106.0K | 0.00% | +110+8.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,338 | $103.4K | 0.01% | +202+17.8% | Added |
| Stephenson National Bank & Trust | 1,272 | $98.3K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,279 | $98.0K | 0.00% | +593+86.4% | Added |
| KBC Group NV | 1,204 | $93.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,128 | $87.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,110 | $86.0K | 0.00% | +694+166.8% | Added |
| IFP Advisors, Inc | 926 | $71.6K | 0.00% | +12+1.3% | Added |
| Allworth Financial LP | 919 | $71.0K | 0.00% | −515−35.9% | Reduced |
| HM Payson & Co | 884 | $68.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 819 | $63.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 711 | $55.0K | 0.00% | −436−38.0% | Reduced |
| Signaturefd, LLC | 695 | $53.7K | 0.00% | −66−8.7% | Reduced |
| Washington Trust Advisors, Inc. | 670 | $51.8K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 600 | $46.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 561 | $43.4K | 0.00% | +34+6.5% | Added |
| Creative Financial Designs Inc | 558 | $43.1K | 0.00% | −157−22.0% | Reduced |
| IAG Wealth Partners, LLC | 528 | $40.8K | 0.00% | −39−6.9% | Reduced |
| Private Trust Co NA | 505 | $39.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 502 | $38.8K | 0.00% | +99+24.6% | Added |
| Smartleaf Asset Management LLC | 468 | $36.5K | 0.00% | −955−67.1% | Reduced |
| Versant Capital Management, Inc | 464 | $35.9K | 0.00% | +84+22.1% | Added |
| Public Employees Retirement System of Ohio | 400 | $30.9K | 0.00% | +32+8.7% | Added |
| Clarity Asset Management, Inc. | 385 | $29.8K | 0.02% | +385 | New |
| Huntington National Bank | 364 | $28.1K | 0.00% | +13+3.7% | Added |
| Kemnay Advisory Services Inc. | 302 | $23.3K | 0.00% | +302 | New |
| Monetary Management Group Inc | 300 | $23.2K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 277 | $21.5K | 0.02% | +270+3,857.1% | Added |
| International Assets Investment Management, LLC | 238 | $18.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 234 | $18.1K | 0.00% | −251−51.8% | Reduced |
| Whittier Trust Co | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 224 | $17.3K | 0.00% | +96+75.0% | Added |
| Bessemer Group Inc | 222 | $17.0K | 0.00% | +137+161.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.5K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 157 | $12.1K | 0.00% | +157 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 151 | $11.7K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 147 | $11.4K | 0.00% | +147 | New |
| Bangor Savings Bank | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 112 | $9.00K | 0.00% | +22+24.4% | Added |
| High Note Wealth, LLC | 101 | $7.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 96 | $7.42K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 95 | $7.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 86 | $6.65K | 0.00% | +21+32.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $6.34K | 0.00% | −107−56.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 74 | $5.72K | 0.00% | +74 | New |
| Mather Group, LLC. | 65 | $5.02K | 0.00% | +65 | New |
| First Horizon Corp | 64 | $4.95K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 64 | $4.95K | 0.00% | +23+56.1% | Added |
| Rothschild Investment LLC | 64 | $4.95K | 0.00% | +45+236.8% | Added |
| Salomon & Ludwin, LLC | 58 | $4.57K | 0.00% | −165−74.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 57 | $4.41K | 0.00% | +57 | New |
| Basecamp Wealth Advisors LLC | 49 | $3.79K | 0.00% | −258−84.0% | Reduced |
| Essential Partners LLC | 48 | $3.71K | 0.00% | +23+92.0% | Added |
| Fortitude Family Office, LLC | 46 | $3.56K | 0.00% | +12+35.3% | Added |
| Rockefeller Capital Management L.P. | 41 | $3.17K | 0.00% | −2,449−98.4% | Reduced |
| CVA Family Office, LLC | 40 | $3.09K | 0.00% | +33+471.4% | Added |
| WealthCollab, LLC | 38 | $2.94K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 34 | $2.63K | 0.00% | +7+25.9% | Added |
| Truvestments Capital LLC | 33 | $2.55K | 0.00% | +33 | New |
| Caitlin John, LLC | 32 | $2.47K | 0.00% | −24−42.9% | Reduced |
| Parkside Financial Bank & Trust | 32 | $2.47K | 0.00% | +25+357.1% | Added |
| Brown Brothers Harriman & Co | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $1.62K | 0.00% | −13−38.2% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19 | $1.47K | 0.00% | +19 | New |
| Whittier Trust Co of Nevada Inc | 18 | $1.41K | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 18 | $1.39K | 0.00% | −9−33.3% | Reduced |
| Bare Financial Services, Inc | 14 | $1.08K | 0.00% | −47−77.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 14 | $1.08K | 0.00% | +9+180.0% | Added |
| Spire Wealth Management | 13 | $994 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $850 | 0.00% | +2+22.2% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $696 | 0.00% | −111−92.5% | Reduced |
| Bell Investment Advisors, Inc | 9 | $696 | 0.00% | −10−52.6% | Reduced |
| True Wealth Design, LLC | 8 | $619 | 0.00% | +8 | New |