Mge EnergyMGEE

13F holders, Q2 2024 (June 30)
255holders +29
42new positions
14sold out
6famous investors
$74.72avg. 13F price*

At the end of Q2 2024, 255 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 29 from Q1 2024. 42 opened new positions and 14 sold out. The largest holders were BlackRock Inc. ($432.9M), Vanguard Group Inc. ($342.7M) and State Street Corp. ($108.6M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions42$20.5M
Exits14$11.8M

All 13F filers, Q1 2024 → Q2 2024: 803,785 shares bought and 1,799,152 shares sold, net −995,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 255 holders

BlackRock Inc. 0.01% Reduce -2.2% 5,794,216 $432.9M
Vanguard Group Inc. 0.01% Reduce -2.4% 4,586,926 $342.7M
State Street Corp. 0.00% Reduce -2.0% 1,453,066 $108.6M
Victory Capital Management Inc. 0.10% Reduce -5.7% 1,360,652 $101.7M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -1.9% 933,713 $69.8M
Geode Capital Management, LLC 0.01% Add +3.8% 857,911 $64.1M
Dimensional Fund Advisors LP 0.02% Add +2.7% 783,396 $58.5M
Bank of New York Mellon Corp 0.01% Add +3.6% 444,057 $33.2M
Charles Schwab Investment Management Inc. 0.01% Add +5.8% 416,832 $31.1M
Northern Trust Corp. 0.00% Reduce -3.5% 370,866 $27.7M
Silvercrest Asset Management Group LLC 0.18% Add +9.1% 354,851 $26.5M
Morgan Stanley 0.00% Add +6.4% 326,296 $24.4M
Gabelli Funds LLC 0.16% Reduce -11.8% 284,500 $21.3M
Goldman Sachs Group Inc. 0.00% Reduce -22.7% 230,754 $17.2M
Legal & General Group Plc 0.00% Reduce -1.5% 222,454 $16.6M
Nuveen Asset Management, LLC 0.00% Reduce -23.3% 221,843 $16.6M
Principal Financial Group Inc. 0.01% Reduce -3.0% 197,991 $14.8M
Jane Street Group, LLC 0.01% Add +1053.8% 144,766 $10.8M
Invesco Ltd. 0.00% Add +35.5% 131,364 $9.8M
Speece Thorson Capital Group Inc. 1.71% Reduce -1.8% 112,053 $8.4M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 101,998 $7.6M
Rhumbline Advisers 0.01% Reduce -0.2% 90,715 $6.8M
Public Sector Pension Investment Board 0.04% Add +7.4% 79,592 $5.9M
Qube Research & Technologies Ltd 0.01% Add +4.0% 79,513 $5.9M
Millennium Management 0.01% Add +136.0% 79,200 $5.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +34.2% 78,936 $5.9M
Bank of America Corp. 0.00% Add +28.6% 78,826 $5.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +0.0% 72,411 $5.4M
Swiss National Bank 0.00% No change 71,350 $5.3M
Harbour Investments, Inc. 0.16% Reduce -6.8% 62,098 $4.6M
First Trust Advisors LP 0.00% Reduce -92.6% 57,897 $4.3M
UBS Group AG 0.00% Add +2.3% 57,633 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -74.9% 51,352 $3.8M
Susquehanna Fundamental Investments, LLC 0.09% Add +56.1% 50,987 $3.8M
T. Rowe Price Associates Inc. 0.00% Reduce -7.3% 48,270 $3.6M
Bridgeway Capital Management, LLC 0.08% Add +1.9% 47,000 $3.5M
American Century Companies Inc. 0.00% Add +8.8% 45,747 $3.4M
Commonwealth Equity Services, LLC 0.01% Reduce -15.6% 44,390 $3.3M
Alliancebernstein L.P. 0.00% Add +6.5% 42,477 $3.2M
Prudential Financial Inc. 0.00% Reduce -4.8% 38,540 $2.9M
Royal London Asset Management Ltd. 0.01% Add +4.1% 38,213 $2.9M
State of Wisconsin Investment Board 0.01% Add +0.8% 36,799 $2.7M
CANADA LIFE ASSURANCE Co 0.01% Add +32.1% 36,751 $2.7M
California State Teachers Retirement System 0.00% Reduce -2.5% 35,316 $2.6M
Citadel Advisors 0.00% Add +5.5% 34,787 $2.6M
US Bancorp \de 0.00% Reduce -0.1% 33,275 $2.5M
Madison Wealth Partners, Inc 0.80% Add +5.5% 31,306 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -4.3% 30,031 $2.2M
Magellan Asset Management Ltd 0.02% Add +10.3% 29,029 $2.2M
Cetera Investment Advisers 0.00% Reduce -4.2% 28,365 $2.1M
Susquehanna International Group, LLP 0.00% New 28,052 $2.1M
Kingsview Wealth Management, LLC 0.05% New 27,988 $2.1M
Citigroup Inc. 0.00% Add +9.4% 27,113 $2.0M
HRT Financial LP 0.01% New 24,610 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -45.0% 24,255 $1.8M
Wells Fargo & Company 0.00% Add +5.9% 23,061 $1.7M
Squarepoint Ops LLC 0.01% New 22,366 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -3.6% 21,240 $1.6M
Corebridge Financial, Inc. 0.01% — 21,136 $1.6M
MetLife Investment Management, LLC 0.01% Add +13.7% 21,008 $1.6M
Manufacturers Life Insurance Company, The 0.00% Add +1.7% 20,594 $1.5M
Illinois Municipal Retirement Fund 0.02% New 20,489 $1.5M
Macquarie Group Ltd. 0.00% Reduce -30.5% 20,221 $1.5M
LPL Financial LLC 0.00% Add +3.1% 19,794 $1.5M
Exchange Traded Concepts, LLC 0.04% New 19,419 $1.5M
Two Sigma Investments, LP 0.00% Add +343.9% 19,224 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 18,517 $1.4M
Louisiana State Employees Retirement System 0.03% Add +1.7% 18,200 $1.4M
Janus Henderson Group PLC 0.00% Reduce -1.1% 16,376 $1.2M
D. E. Shaw & Co. 0.00% Reduce -56.5% 16,302 $1.2M
New York State Common Retirement Fund 0.00% Add +0.0% 15,808 $1.2M
Deutsche Bank AG 0.00% Reduce -12.6% 15,417 $1.2M
Balyasny Asset Management L.P. 0.00% Add +78.0% 15,379 $1.1M
Tower Research Capital LLC (TRC) 0.02% Add +55570.4% 15,031 $1.1M
Cwm, LLC 0.01% Reduce -8.3% 14,830 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -11.4% 14,506 $1.1M
Russell Investments Group, Ltd. 0.00% Add +9.1% 14,147 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -50.4% 14,000 $1.0M
Barclays PLC 0.00% Reduce -57.5% 13,978 $1.0M
Teacher Retirement System of Texas 0.01% Add +6.7% 13,655 $1.0M
Goldstein Advisors, LLC 0.17% Add +0.1% 13,575 $1.0M
Comerica Bank 0.00% Reduce -11.1% 13,350 $997K
KLCM Advisors, Inc. 0.12% No change 12,975 $969K
Teachers Retirement System of the State of Kentucky 0.01% Add +103.7% 12,685 $948K
Maryland State Retirement & Pension System 0.02% Reduce -3.2% 12,613 $942K
Mercer Global Advisors Inc. 0.00% Add +18.4% 12,580 $940K
Osaic Holdings, Inc. 0.00% Reduce -0.4% 12,528 $936K
Voya Investment Management LLC 0.00% Add +3.5% 12,259 $916K
Great Valley Advisor Group, Inc. 0.02% Add +37.9% 11,800 $882K
STRS Ohio 0.00% Reduce -5.7% 11,700 $874K
Royal Bank of Canada 0.00% Add +23.4% 11,579 $865K
BNP Paribas Financial Markets 0.00% Reduce -53.1% 11,264 $842K
Amalgamated Bank 0.01% Reduce -3.4% 11,065 $827K
Nebula Research & Development LLC 0.13% New 10,974 $820K
Merit Financial Group, LLC 0.02% Reduce -0.1% 10,861 $812K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.9% 10,717 $801K
Regal Investment Advisors LLC 0.05% Add +0.6% 10,699 $799K
State Board of Administration of Florida Retirement System 0.00% Reduce -30.7% 10,476 $783K
Arizona State Retirement System 0.01% Add +1.9% 10,126 $757K
Hennessy Advisors Inc. 0.03% Reduce -5.7% 9,879 $738K

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

Show all 255 holders