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
State of Tennessee, Department of Treasury 0.00% New 9,720 $726K
Avantax Advisory Services, Inc. 0.01% Add +1.5% 9,615 $718K
Deerfield Management Company, L.P. 0.01% New 9,585 $716K
Bank of Montreal 0.00% Add +1.6% 9,149 $705K
Van Eck Associates Corp. 0.00% Add +8.7% 9,338 $698K
Fifth Lane Capital, LP 1.51% New 9,037 $675K
Alps Advisors Inc. 0.00% Add +17.1% 8,964 $670K
MBE Wealth Management, LLC 0.40% Add +0.1% 8,868 $663K
Oregon Public Employees Retirement Fund 0.01% Reduce -15.7% 8,771 $655K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.1% 8,716 $651K
New York State Teachers Retirement System 0.00% Reduce -27.5% 8,600 $643K
ICW Investment Advisors LLC 0.29% Reduce -0.5% 8,525 $637K
Creative Planning 0.00% Add +12.8% 8,233 $615K
Quantbot Technologies LP 0.03% New 8,108 $606K
First Business Financial Services, Inc. 0.06% Add +6.2% 7,795 $582K
Catalyst Funds Management Pty Ltd 0.15% New 7,600 $568K
Creative Financial Designs Inc. 0.05% Add +3.9% 7,512 $561K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.1% 7,508 $561K
ExodusPoint Capital Management, LP 0.01% Reduce -74.0% 7,333 $548K
HighTower Advisors, LLC 0.00% New 7,161 $542K
Martingale Asset Management L P 0.01% Reduce -74.9% 7,100 $531K
Thompson Investment Management, Inc. 0.08% No change 6,792 $507K
Sherbrooke Park Advisers LLC 0.09% New 6,790 $507K
Two Sigma Securities, LLC 0.02% New 6,766 $506K
Independent Advisor Alliance 0.02% Add +0.0% 6,714 $502K
Resona Asset Management Co.,Ltd. 0.00% Reduce -3.2% 6,496 $485K
Fisher Asset Management 0.00% New 6,372 $476K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -0.2% 6,360 $475K
Baird Financial Group, Inc. 0.00% Add +27.1% 5,987 $447K
Mutual of America Capital Management LLC 0.00% Reduce -4.5% 5,947 $444K
NorthRock Partners, LLC 0.02% No change 5,786 $432K
Public Employees Retirement Association of Colorado 0.00% Reduce -12.6% 5,761 $430K
AQR Capital Management 0.00% Reduce -2.0% 5,659 $423K
ProShare Advisors LLC 0.00% Reduce -23.6% 5,613 $419K
Dynamic Technology Lab Private Ltd 0.05% New 5,491 $410K
Franklin Resources Inc. 0.00% Add +2.7% 5,487 $410K
Cerity Partners LLC 0.00% Reduce -24.4% 5,424 $405K
Sei Investments Co. 0.00% Reduce -5.9% 5,326 $398K
Keybank National Association 0.00% Add +0.9% 5,309 $397K
Tower View Wealth Management LLC 0.22% Add +0.1% 5,171 $386K
Aigen Investment Management, LP 0.07% Add +64.8% 5,150 $385K
IFM Investors Pty Ltd 0.00% No change 5,054 $378K
Vident Advisory, LLC 0.01% New 4,874 $364K
Wealthspire Advisors, LLC 0.00% Add +0.2% 4,802 $359K
Savant Capital, LLC 0.00% Reduce -1.6% 4,777 $357K
Scientech Research LLC 0.07% New 4,733 $354K
Foundry Partners, LLC 0.02% New 4,709 $352K
Oarsman Capital, Inc. 0.08% No change 4,705 $352K
Inspire Investing, LLC 0.04% Add +3.2% 4,702 $351K
Johnson Financial Group, Inc. 0.02% Add +404.0% 4,687 $350K
Advisors Asset Management, Inc. 0.01% Add +55.6% 4,594 $343K
Royce & Associates LP 0.00% New 4,569 $341K
Valmark Advisers, Inc. 0.01% New 4,568 $341K
PNC Financial Services Group, Inc. 0.00% Add +4.7% 4,540 $339K
Bokf, NA 0.01% Add +126.9% 4,367 $326K
Vanguard Personalized Indexing Management, LLC 0.01% Add +31.6% 4,164 $311K
Blair William & Co. 0.00% Reduce -4.6% 4,150 $310K
HSBC Holdings PLC 0.00% Add +1.9% 4,126 $308K
Trust Point Inc. 0.02% Reduce -14.2% 4,076 $305K
SG Americas Securities, LLC 0.00% Add +219.0% 4,064 $304K
Captrust Financial Advisors 0.00% Add +0.7% 3,954 $295K
AlphaMark Advisors, LLC 0.10% New 3,886 $290K
Algert Global LLC 0.01% Reduce -38.6% 3,643 $272K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.6% 3,642 $272K
KOM Wealth Management Group, LLC 0.25% New 3,601 $269K
Verition Fund Management LLC 0.00% New 3,555 $266K
Stifel Financial Corp. 0.00% Add +33.0% 3,421 $256K
Praxis Investment Management Inc. 0.02% No change 3,230 $253K
Associated Banc-Corp 0.01% No change 3,360 $251K
Corient Private Wealth LP 0.00% Reduce -0.5% 3,275 $245K
Landaas & Co. /Wi 0.07% Reduce -8.7% 3,166 $237K
North Star Asset Management Inc. 0.01% No change 3,146 $235K
Madison Asset Management, LLC 0.00% No change 3,138 $234K
Pictet Asset Management Holding SA 0.00% New 3,120 $233K
Blue Trust, Inc. 0.00% Add +9763.3% 2,959 $233K
Renaissance Technologies 0.00% Reduce -71.0% 3,100 $232K
FMR LLC 0.00% Add +11.5% 2,938 $220K
Smith Thornton Advisors LLC 0.16% — 2,835 $212K
ERn Financial, LLC 0.03% Reduce -15.3% 2,737 $205K
Nisa Investment Advisors, LLC 0.00% Add +9.0% 2,566 $192K
CIBC Private Wealth Group LLC 0.00% Add +0.1% 2,241 $170K
Aquatic Capital Management LLC 0.01% New 2,200 $164K
Benjamin F. Edwards & Company, Inc. 0.00% No change 2,104 $157K
NBT Bank, N.A. 0.01% Add +0.2% 1,856 $137K
EnRich Financial Partners LLC 0.04% No change 1,605 $120K
Quadrant Capital Group LLC 0.01% Add +99.3% 1,469 $110K
Lazard Asset Management LLC 0.00% New 1,432 $106K
Steph & Co. 0.03% No change 1,272 $95K
Geneos Wealth Management Inc. 0.00% No change 1,128 $84K
KBC Group NV 0.00% Add +30.9% 1,118 $84K
nVerses Capital, LLC 0.04% New 1,000 $75K
Signaturefd, LLC 0.00% Reduce -3.2% 912 $68K
IFP Advisors, Inc 0.00% No change 905 $68K
HM Payson & Co. 0.00% Reduce -24.3% 884 $66K
AdvisorNet Financial, Inc 0.01% No change 779 $58K
DekaBank Deutsche Girozentrale 0.00% New 777 $58K
First Personal Financial Services 0.01% No change 701 $52K
Acadian Asset Management LLC 0.00% No change 686 $51K
GAMMA Investing LLC 0.01% Add +244.6% 672 $50K
Washington Trust Advisors, Inc. 0.00% No change 670 $50K
NewEdge Advisors, LLC 0.00% No change 650 $49K
Security National Bank 0.01% No change 600 $45K
Avalon Trust Co 0.00% No change 600 $45K
Steward Partners Investment Advisory, LLC 0.00% No change 534 $40K
IAG Wealth Partners, LLC 0.01% No change 528 $39K
AlphaQuest LLC 0.00% Add +5088.9% 467 $35K
Parallel Advisors, LLC 0.00% Reduce -2.5% 465 $35K
Hilltop National Bank 0.01% No change 462 $35K
Public Employees Retirement System of Ohio 0.00% Add +3.3% 413 $31K
Covestor Ltd 0.02% Reduce -58.4% 330 $25K
Gradient Investments LLC 0.00% No change 312 $23K
Perritt Capital Management Inc 0.01% Add +0.7% 305 $23K
Monetary Management Group Inc. 0.01% No change 300 $22K
Huntington National Bank 0.00% Add +1.4% 297 $22K
EverSource Wealth Advisors, LLC 0.00% Add +213.6% 207 $18K
International Assets Investment Management, LLC 0.00% New 238 $18K
Whittier Trust Co. 0.00% No change 229 $17K
Principal Securities, Inc. 0.00% No change 197 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 189 $14K
Smartleaf Asset Management LLC 0.00% Add +1178.6% 179 $13K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $11K
Bangor Savings Bank 0.00% No change 135 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 96 $7K
McIlrath & Eck, LLC 0.00% No change 95 $7K
Lindbrook Capital, LLC 0.00% Reduce -59.9% 91 $7K
Private Wealth Management Group, LLC 0.00% New 86 $6K
WealthCollab, LLC 0.00% No change 79 $6K
Arax Advisory Partners 0.00% New 71 $5K
First Horizon Advisors, Inc. 0.00% No change 64 $5K
Bell Investment Advisors, Inc 0.00% Add +321.4% 59 $4K
Fifth Third Bancorp 0.00% Reduce -67.8% 56 $4K
Allworth Financial LP 0.00% Add +9.1% 48 $4K
Bessemer Group Inc. 0.00% New 55 $4K
CENTRAL TRUST Co 0.00% New 51 $4K
Versant Capital Management, Inc 0.00% No change 49 $4K
UMB Bank, n.a. 0.00% Add +133.3% 42 $3K
Fortitude Family Office, LLC 0.00% No change 33 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $1K
JFS Wealth Advisors, LLC 0.00% No change 18 $1K
Rothschild Investment LLC 0.00% Add +200.0% 15 $1K
Farther Finance Advisors, LLC 0.00% Add +50.0% 15 $1K
Valley National Advisers Inc. 0.00% Reduce -25.0% 15 $1K
Spire Wealth Management 0.00% New 13 $961
Global Retirement Partners, LLC 0.00% No change 10 $747
SJS Investment Consulting Inc. 0.00% Add +40.0% 7 $524
CVA Family Office, LLC 0.00% New 7 $523
Concourse Financial Group Securities, Inc. 0.00% No change 7 $523
Avior Wealth Management, LLC 0.00% Reduce -53.3% 7 $523
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $449
Jones Financial Companies LLLP 0.00% New 4 $299
MassMutual Private Wealth & Trust, FSB 0.00% No change 4 $299
Larson Financial Group LLC 0.00% New 4 $299
Innealta Capital, LLC 0.00% New 3 $224
Parkside Financial Bank & Trust 0.00% No change 2 $150
Quarry LP 0.00% New 2 $149

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