Mge Energy Inc

MGEE

Exchange: Nasdaq
Industry: Electric, Gas & Sanitary Services
SEC CIK: 0001161728

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Mge Energy Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of MGEE: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	317	5	337	+25
Shares	21.8M	31.1K	26.5M	+4.71M (+21.6%)
Value	$1.68B	$2.41M	$2.16B	+$477.8M (+28.4%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held Mge Energy Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to MGEE in Q2 2026
Institution	Shares	Value	% of portfolio
Zimmer Partners, LP	1,000,000	$81.5M	1.93%
Westwood Holdings Group Inc.	530,621	$43.3M	0.33%
Yaupon Capital Management LP	200,000	$16.3M	0.54%
Segall Bryant & Hamill, LLC	125,019	$10.2M	0.12%
Seven Grand Managers, LLC	125,000	$10.2M	0.41%
Soros Fund Management LLCSuperinvestorSoros Fund Management	106,813	$8.71M	0.11%
Burkehill Global Management, LP	100,000	$8.15M	0.29%
Vennlight Capital Management, LP	68,585	$5.59M	3.75%
Balyasny Asset Management LLC	57,983	$4.73M	0.01%
Jump Financial, LLC	42,694	$3.48M	0.03%
Algert Global LLC	33,810	$2.76M	0.03%
Freestone Grove Partners LP	29,855	$2.43M	0.02%
Polymer Capital Management (US) LLC	20,000	$1.63M	0.24%
Ieq Capital, LLC	17,404	$1.42M	0.01%
Mairs & Power Inc	16,508	$1.35M	0.01%
Jupiter Topco LLC	16,376	$1.34M	0.00%
HSBC Holdings PLC	14,624	$1.19M	0.00%
Centiva Capital, LP	11,970	$976.0K	0.03%
Treasurer of the State of North Carolina	11,382	$928.0K	0.00%
D. E. Shaw & Co., Inc.	10,710	$873.3K	0.00%
Susquehanna Portfolio Strategies, LLC	10,610	$865.1K	0.01%
Holocene Advisors, LP	9,789	$798.2K	0.00%
Bridgefront Capital, LLC	8,798	$717.4K	0.19%
Gamco Investors, Inc. Et Al	7,800	$636.0K	0.01%
Aquatic Capital Management LLC	7,366	$600.6K	0.02%
Captrust Financial Advisors	5,188	$423.1K	0.00%
BKM Wealth Management, LLC	5,088	$414.9K	0.15%
Moody National Bank Trust Division	4,924	$401.5K	0.03%
Headlands Technologies LLC	4,544	$370.5K	0.04%
Sequoia Financial Advisors, LLC	3,957	$322.7K	0.00%
CSM Advisors, LLC	3,960	$322.0K	0.01%
Entropy Technologies, LP	3,633	$296.2K	0.01%
Warren Averett Asset Management, LLC	3,191	$260.2K	0.00%
TCG Advisory Services, LLC	3,099	$252.7K	0.00%
Man Group plc	3,089	$251.9K	0.00%
RSM US Wealth Management LLC	2,614	$213.2K	0.00%
Crossmark Global Holdings, Inc.	2,541	$207.2K	0.00%
Aigen Investment Management, LP	2,536	$206.8K	0.06%
Kerntke Otto McGlone Wealth Management Group	2,459	$200.5K	0.12%
Sit Investment Associates Inc	1,730	$141.0K	0.00%
Highland Investment Advisors LLC	738	$60.2K	0.03%
Clearstead Advisors, LLC	304	$24.8K	0.00%
USA Financial Formulas	138	$11.3K	0.00%
Owl Creek Wealth Partners LLC	45	$3.67K	0.00%
Action Point Financial Planning, LLC	15	$1.14K	0.00%
Kilter Group LLC	13	$1.06K	0.00%
Avion Wealth	20	$1.00K	0.00%
Cornerstone Planning Group LLC	9	$747	0.00%
Creative Capital Management Investments LLC	8	$652	0.00%
Fulcrum Asset Management LLP	8	$642	0.00%
UMA Financial Services, Inc.	7	$571	0.00%
JPL Wealth Management, LLC	3	$245	0.00%
Davis Capital Management	2	$163	0.00%
LRI Investments, LLC	2	$163	0.00%
DecisionPoint Financial, LLC	1	$82	0.00%
Evolution Advisers, Inc.	4	$0	0.00%
Navigoe, LLC	1	$0	0.00%

Sold out (32)

Institutions that held Mge Energy Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of MGEE in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Jane Street Group, LLC	80,249	$6.20M
Marshall Wace, LLP	79,327	$6.13M
Wedge Capital Management L L P	25,903	$2.00M
Royce & Associates LP	21,552	$1.67M
HRT Financial LP	21,399	$1.65M
VARCOV Co.	16,770	$1.30M
Fieldview Capital Management, LLC	14,066	$1.09M
Voloridge Investment Management, LLC	11,509	$889.5K
Mackenzie Financial Corp	9,812	$758.4K
Verition Fund Management LLC	9,420	$728.1K
Engineers Gate Manager LP	7,782	$601.5K
Natixis	6,800	$525.6K
Y-Intercept (Hong Kong) Ltd	5,690	$439.8K
Inceptionr LLC	5,614	$433.9K
Ethic Inc.	25,382	$414.0K
Jackson Creek Investment Advisors LLC	5,048	$390.0K
Mirabella Financial Services LLP	4,637	$358.4K
Virtu Financial LLC	3,756	$290.0K
Poehling Capital Management, LLC	3,128	$241.8K
Beacon Pointe Advisors, LLC	2,745	$212.1K
New Age Alpha Advisors, LLC	2,546	$196.8K
Advisory Services Network, LLC	1,515	$117.1K
Clarity Asset Management, Inc.	385	$29.8K
RWM Asset Management, LLC	157	$12.1K
Root Financial Partners, LLC	64	$4.95K
Twin Peaks Wealth Advisors, LLC	57	$4.41K
WealthCollab, LLC	38	$2.94K
MAI Capital Management	34	$2.63K
Ronald Blue Trust, Inc.	21	$1.62K
Vermillion Wealth Management, Inc.	4	$309
Assetmark, Inc	1	$77
Curio Wealth, LLC	1	$77

Not filed for Q2 2026 yet (5)

Institutions that held Mge Energy Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MGEE in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Janus Henderson Group PLC	16,376	$1.27M
CWM, LLC	11,668	$901.8K
Skopos Labs, Inc.	2,854	$220.6K
USA Financial Portformulas Corp	147	$11.4K
McIlrath & Eck, LLC	95	$7.34K