Mge EnergyMGEE

13F holders, Q1 2024 (March 31)
226holders
5famous investors
$78.72avg. 13F price*

At the end of Q1 2024, 226 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings. The largest holders were BlackRock Inc. ($466.2M), Vanguard Group Inc. ($369.9M) and State Street Corp. ($116.7M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Mge Energy Inc.
CUSIP
55277P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 226Q1 2024Q2 2024: 255Q2 2024Q3 2024: 267Q3 2024Q4 2024: 294Q4 2024Q1 2025: 295Q1 2025Q2 2025: 295Q2 2025Q3 2025: 304Q3 2025Q4 2025: 313Q4 2025Q1 2026: 317Q1 2026Q2 2026: 337Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions40$31.8M
Exits42$36.0M

Ownership 226 holders

BlackRock Inc. 0.01% Add +97.8% 5,922,770 $466.2M
Vanguard Group Inc. 0.01% Add +12.4% 4,699,072 $369.9M
State Street Corp. 0.01% Add +46.6% 1,482,653 $116.7M
Victory Capital Management Inc. 0.11% Add +17.4% 1,442,919 $113.6M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -53.4% 951,735 $74.9M
Geode Capital Management, LLC 0.01% Add +3.0% 826,792 $65.1M
First Trust Advisors LP 0.06% Add +14107.0% 781,244 $61.5M
Dimensional Fund Advisors LP 0.02% Add +0.5% 762,863 $60.1M
Bank of New York Mellon Corp 0.01% Add +41.6% 428,535 $33.7M
Charles Schwab Investment Management Inc. 0.01% Add +4.0% 394,131 $31.0M
Northern Trust Corp. 0.01% Reduce -10.6% 384,454 $30.3M
Silvercrest Asset Management Group LLC 0.17% Reduce -13.6% 325,276 $25.6M
Gabelli Funds LLC 0.19% Reduce -16.7% 322,500 $25.4M
Morgan Stanley 0.00% Add +40.6% 306,663 $24.1M
Goldman Sachs Group Inc. 0.01% Reduce -13.9% 298,617 $23.5M
Nuveen Asset Management, LLC 0.01% Add +44.8% 289,032 $22.8M
Legal & General Group Plc 0.01% Add +40.0% 225,928 $17.8M
JPMorgan Chase & Co. 0.00% Reduce -34.4% 204,745 $16.1M
Principal Financial Group Inc. 0.01% Add +4545.3% 204,066 $16.1M
Speece Thorson Capital Group Inc. 1.74% Add +34.3% 114,143 $9.0M
Ameriprise Financial Inc. 0.00% Add +1523.1% 107,630 $8.5M
Invesco Ltd. 0.00% Add +51.5% 96,910 $7.6M
Rhumbline Advisers 0.01% Add +45.9% 90,905 $7.2M
Qube Research & Technologies Ltd 0.01% Add +210.9% 76,419 $6.0M
Public Sector Pension Investment Board 0.04% New 74,120 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +20.5% 72,400 $5.7M
Swiss National Bank 0.00% No change 71,350 $5.6M
Harbour Investments, Inc. 0.19% Add +0.5% 66,651 $5.2M
Bank of America Corp. 0.00% Reduce -30.8% 61,287 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.7% 58,804 $4.6M
UBS Group AG 0.00% Reduce -30.8% 56,359 $4.4M
Commonwealth Equity Services, LLC 0.01% Reduce -0.9% 52,565 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +7.2% 52,078 $4.1M
Bridgeway Capital Management, LLC 0.07% No change 46,100 $3.6M
State of New Jersey Common Pension Fund D 0.01% Add +26.8% 44,095 $3.5M
American Century Companies Inc. 0.00% Add +200.4% 42,032 $3.3M
Prudential Financial Inc. 0.00% Add +1279.7% 40,495 $3.2M
Alliancebernstein L.P. 0.00% Add +5.4% 39,874 $3.1M
D. E. Shaw & Co. 0.00% Add +193.4% 37,515 $3.0M
Royal London Asset Management Ltd. 0.01% Add +42.4% 36,707 $2.9M
State of Wisconsin Investment Board 0.01% Add +398.2% 36,518 $2.9M
California State Teachers Retirement System 0.00% Reduce -5.3% 36,211 $2.9M
Millennium Management 0.00% Reduce -70.4% 33,553 $2.6M
US Bancorp \de 0.00% Reduce -1.0% 33,326 $2.6M
Citadel Advisors 0.00% Reduce -33.3% 32,969 $2.6M
Barclays PLC 0.00% Reduce -42.8% 32,886 $2.6M
Susquehanna Fundamental Investments, LLC 0.12% New 32,672 $2.6M
Texas Permanent School Fund Corp. 0.02% New 31,649 $2.5M
Walkner Condon Financial Advisors LLC 0.53% Add +0.4% 31,613 $2.5M
Thrivent Financial for Lutherans 0.01% New 31,372 $2.5M
Madison Wealth Partners, Inc 0.84% Add +3.2% 29,665 $2.3M
Cetera Investment Advisers 0.01% Add +360.1% 29,622 $2.3M
Macquarie Group Ltd. 0.00% Reduce -6.2% 29,103 $2.3M
Martingale Asset Management L P 0.04% Add +0.0% 28,331 $2.2M
Two Sigma Advisers, LP 0.01% Add +403.6% 28,200 $2.2M
ExodusPoint Capital Management, LP 0.03% New 28,174 $2.2M
CANADA LIFE ASSURANCE Co 0.00% New 27,829 $2.2M
Credit Suisse AG/ 0.00% Add +5.5% 26,595 $2.1M
Magellan Asset Management Ltd 0.02% Reduce -0.6% 26,331 $2.1M
Citigroup Inc. 0.00% Add +84.9% 24,788 $2.0M
BNP Paribas Financial Markets 0.00% Add +3.1% 24,029 $1.9M
State of Alaska, Department of Revenue 0.02% New 22,029 $1.7M
Wells Fargo & Company 0.00% Add +13.6% 21,771 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +10.5% 20,245 $1.6M
American International Group, Inc. 0.01% Add +8.4% 19,673 $1.5M
LPL Financial LLC 0.00% Reduce -12.2% 19,189 $1.5M
MetLife Investment Management, LLC 0.01% Reduce -2.9% 18,477 $1.5M
Louisiana State Employees Retirement System 0.03% New 17,900 $1.4M
Deutsche Bank AG 0.00% Add +5.6% 17,634 $1.4M
Janus Henderson Group PLC 0.00% No change 16,563 $1.3M
Yousif Capital Management, LLC 0.01% New 16,370 $1.3M
Cwm, LLC 0.01% Reduce -7.7% 16,173 $1.3M
New York State Common Retirement Fund 0.00% Add +9.6% 15,807 $1.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -6.0% 15,852 $1.2M
Comerica Bank 0.01% Add +11187.2% 15,012 $1.2M
Edgestream Partners, L.P. 0.06% New 14,967 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +41.7% 15,116 $1.2M
Goldstein Advisors, LLC 0.18% Reduce -0.5% 13,568 $1.1M
KLCM Advisors, Inc. 0.13% No change 12,975 $1.0M
Russell Investments Group, Ltd. 0.00% Reduce -43.1% 12,970 $1.0M
Teacher Retirement System of Texas 0.01% Reduce -3.2% 12,803 $1.0M
Osaic Holdings, Inc. 0.00% Reduce -7.3% 12,574 $990K
Jane Street Group, LLC 0.00% Reduce -82.6% 12,547 $988K
STRS Ohio 0.00% Reduce -11.4% 12,400 $976K
Maryland State Retirement & Pension System 0.02% New 13,031 $974K
New York State Teachers Retirement System 0.00% New 11,868 $934K
Voya Investment Management LLC 0.00% Reduce -20.6% 11,843 $932K
Amalgamated Bank 0.01% Add +172.2% 11,458 $902K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 11,201 $882K
Merit Financial Group, LLC 0.02% New 10,869 $869K
Renaissance Technologies 0.00% Reduce -56.0% 10,700 $842K
Regal Investment Advisors LLC 0.06% Add +0.6% 10,639 $838K
Mercer Global Advisors Inc. 0.00% Reduce -3.1% 10,627 $837K
Hennessy Advisors Inc. 0.03% No change 10,479 $825K
Oregon Public Employees Retirement Fund 0.02% New 10,400 $819K
Arizona State Retirement System 0.01% Reduce -1.7% 9,939 $782K
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.4% 9,841 $775K
Avantax Advisory Services, Inc. 0.01% Reduce -13.5% 9,471 $746K
Royal Bank of Canada 0.00% Reduce -53.5% 9,383 $739K
Quadrature Capital Ltd 0.01% Reduce -57.5% 9,128 $719K
Bank of Montreal 0.00% Add +49.0% 9,009 $710K
MBE Wealth Management, LLC 0.43% Add +30.2% 8,859 $697K
Balyasny Asset Management L.P. 0.00% Reduce -58.2% 8,641 $680K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.3% 8,622 $679K
Van Eck Associates Corp. 0.00% Add +4.7% 8,588 $676K
ICW Investment Advisors LLC 0.30% Add +0.3% 8,568 $674K
Great Valley Advisor Group, Inc. 0.02% Add +39.2% 8,558 $674K
Alps Advisors Inc. 0.00% Add +17.4% 7,656 $603K
ProShare Advisors LLC 0.00% Add +21.6% 7,351 $579K
First Business Financial Services, Inc. 0.06% Add +17.6% 7,338 $578K
Creative Planning 0.00% Add +0.0% 7,297 $574K
Creative Financial Designs Inc. 0.05% Add +5.6% 7,229 $569K
Cerity Partners LLC 0.00% New 7,175 $565K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -15.3% 7,143 $562K
Thompson Investment Management, Inc. 0.08% No change 6,792 $535K
Independent Advisor Alliance 0.02% No change 6,713 $528K
Resona Asset Management Co.,Ltd. 0.00% — 6,713 $528K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.9% 6,594 $519K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -8.0% 6,373 $502K
Mutual of America Capital Management LLC 0.01% New 6,229 $490K
Teachers Retirement System of the State of Kentucky 0.00% New 6,227 $490K
Algert Global LLC 0.02% Reduce -74.3% 5,935 $467K
NorthRock Partners, LLC 0.02% Reduce -47.3% 5,786 $455K
AQR Capital Management 0.00% Add +49.3% 5,776 $455K
Sei Investments Co. 0.00% Reduce -22.5% 5,661 $446K
Franklin Resources Inc. 0.00% Add +49.1% 5,342 $421K
Keybank National Association 0.00% Add +20.3% 5,259 $414K
Tower View Wealth Management LLC 0.24% Add +0.2% 5,165 $407K
IFM Investors Pty Ltd 0.00% New 5,054 $398K
Savant Capital, LLC 0.00% Reduce -12.3% 4,855 $382K
Wealthspire Advisors, LLC 0.01% No change 4,791 $377K
Trust Point Inc. 0.03% Reduce -0.3% 4,748 $374K
Baird Financial Group, Inc. 0.00% Reduce -29.6% 4,712 $371K
Oarsman Capital, Inc. 0.09% Reduce -17.3% 4,705 $370K
Inspire Investing, LLC 0.04% Reduce -14.6% 4,558 $359K
Blair William & Co. 0.00% No change 4,350 $342K
PNC Financial Services Group, Inc. 0.00% Add +35.0% 4,338 $341K
Two Sigma Investments, LP 0.00% Reduce -83.3% 4,331 $341K
HSBC Holdings PLC 0.00% New 4,047 $319K
Captrust Financial Advisors 0.00% Add +3.5% 3,927 $309K
Inceptionr LLC 0.08% New 3,787 $298K
Ameritas Investment Partners, Inc. 0.01% No change 3,780 $298K
Landaas & Co. /Wi 0.09% Add +9.5% 3,466 $273K
Landscape Capital Management, L.L.C. 0.02% Reduce -4.4% 3,463 $273K
Glenmede Trust Co. NA 0.00% New 3,456 $272K
Associated Banc-Corp 0.01% No change 3,360 $264K
Corient Private Wealth LP 0.00% New 3,290 $259K
ERn Financial, LLC 0.04% Add +3.6% 3,233 $255K
Praxis Investment Management Inc. 0.02% New 3,230 $254K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.2% 3,165 $249K
North Star Asset Management Inc. 0.01% No change 3,146 $248K
Madison Asset Management, LLC 0.00% No change 3,138 $247K
Aigen Investment Management, LP 0.05% New 3,124 $246K
Advisors Asset Management, Inc. 0.00% New 2,952 $232K
FMR LLC 0.00% Reduce -64.4% 2,636 $208K
Stifel Financial Corp. 0.00% New 2,573 $203K
CWS Financial Advisors, LLC 0.08% New 2,550 $201K
Nisa Investment Advisors, LLC 0.00% Reduce -70.3% 2,354 $185K
CIBC Private Wealth Group LLC 0.00% New 2,238 $176K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,104 $166K
Bokf, NA 0.00% New 1,925 $152K
Metropolitan Life Insurance Co 0.01% Reduce -9.3% 1,903 $150K
NBT Bank, N.A. 0.01% Add +0.2% 1,853 $146K
EnRich Financial Partners LLC 0.05% New 1,605 $126K
Steph & Co. 0.03% No change 1,272 $100K
SG Americas Securities, LLC 0.00% New 1,274 $100K
HM Payson & Co. 0.00% Reduce -31.4% 1,168 $92K
Geneos Wealth Management Inc. 0.00% No change 1,128 $89K
Signaturefd, LLC 0.00% Reduce -1.5% 942 $74K
Johnson Financial Group, Inc. 0.00% Reduce -90.8% 930 $73K
IFP Advisors, Inc 0.00% No change 905 $71K
KBC Group NV 0.00% Add +83.3% 854 $67K
Covestor Ltd 0.04% Add +43.3% 794 $63K
AdvisorNet Financial, Inc 0.01% Reduce -2.1% 779 $61K
Shell Asset Management Co. 0.00% Reduce -6.3% 785 $59K
Quadrant Capital Group LLC 0.00% Reduce -43.1% 737 $58K
First Personal Financial Services 0.01% No change 701 $55K
Acadian Asset Management LLC 0.00% No change 686 $54K
Washington Trust Advisors, Inc. 0.00% No change 670 $53K
NewEdge Advisors, LLC 0.00% No change 650 $51K
Security National Bank 0.01% No change 600 $47K
Avalon Trust Co 0.00% No change 600 $47K
Steward Partners Investment Advisory, LLC 0.00% Reduce -36.0% 534 $42K
IAG Wealth Partners, LLC 0.01% No change 528 $42K
Parallel Advisors, LLC 0.00% Add +240.7% 477 $38K
Hilltop National Bank 0.01% — 462 $36K
Public Employees Retirement System of Ohio 0.00% Add +3.1% 400 $31K
Operose Advisors LLC 0.01% New 337 $27K
Gradient Investments LLC 0.00% No change 312 $25K
Perritt Capital Management Inc 0.01% Add +0.7% 303 $24K
BKM Wealth Management, LLC 0.01% No change 300 $24K
Monetary Management Group Inc. 0.01% No change 300 $24K
Huntington National Bank 0.00% Add +60.1% 293 $23K
Whittier Trust Co. 0.00% No change 229 $18K
Lindbrook Capital, LLC 0.00% Reduce -47.2% 227 $18K
Principal Securities, Inc. 0.00% Add +89.4% 197 $16K
GAMMA Investing LLC 0.00% Reduce -35.4% 195 $15K
Fifth Third Bancorp 0.00% Add +33.9% 174 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $12K
Bangor Savings Bank 0.00% No change 135 $11K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 96 $8K
McIlrath & Eck, LLC 0.00% No change 95 $7K
WealthCollab, LLC 0.00% Add +182.1% 79 $6K
EverSource Wealth Advisors, LLC 0.00% Add +842.9% 66 $5K
First Horizon Advisors, Inc. 0.00% No change 64 $5K
Versant Capital Management, Inc 0.00% No change 49 $4K
Allworth Financial LP 0.00% Reduce -2.2% 44 $3K
Fortitude Family Office, LLC 0.00% New 33 $3K
Blue Trust, Inc. 0.00% Reduce -46.4% 30 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.7% 27 $2K
Farmers & Merchants Investments Inc. 0.00% New 20 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -18.2% 18 $1K
UMB Bank, n.a. 0.00% New 18 $1K
Avior Wealth Management, LLC 0.00% New 15 $1K
Bell Investment Advisors, Inc 0.00% Reduce -86.3% 14 $1K
Smartleaf Asset Management LLC 0.00% New 14 $1K
Valley National Advisers Inc. 0.00% New 20 $1K
Farther Finance Advisors, LLC 0.00% Reduce -9.1% 10 $789
Global Retirement Partners, LLC 0.00% Reduce -54.5% 10 $787
AlphaQuest LLC 0.00% Reduce -99.9% 9 $708
Concourse Financial Group Securities, Inc. 0.00% Add +16.7% 7 $551
SJS Investment Consulting Inc. 0.00% Reduce -16.7% 5 $394
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $394
Rothschild Investment LLC 0.00% New 5 $394
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -86.2% 4 $315
Parkside Financial Bank & Trust 0.00% New 2 $158

"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.