Mge EnergyMGEE

13F holders, Q3 2024 (September 30)
267holders +12
31new positions
19sold out
5famous investors
$91.46avg. 13F price*

At the end of Q3 2024, 267 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 12 from Q2 2024. 31 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($533.3M), Vanguard Group Inc. ($423.7M) and State Street Corp. ($133.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$23.6M
Exits19$6.7M

All 13F filers, Q2 2024 → Q3 2024: 603,131 shares bought and 582,257 shares sold, net +20,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 267 holders

BlackRock, Inc. 0.01% — 5,831,362 $533.3M
Vanguard Group Inc. 0.01% Add +1.0% 4,633,415 $423.7M
State Street Corp. 0.01% Add +0.5% 1,460,360 $133.5M
Victory Capital Management Inc. 0.11% Reduce -8.1% 1,250,930 $114.4M
T. Rowe Price Investment Management, Inc. 0.05% Add +2.9% 960,854 $87.9M
Geode Capital Management, LLC 0.01% Add +0.7% 863,707 $79.0M
Dimensional Fund Advisors LP 0.02% Reduce -2.0% 767,387 $70.2M
Charles Schwab Investment Management Inc. 0.01% Add +2.1% 425,461 $38.9M
Bank of New York Mellon Corp 0.01% Reduce -6.8% 413,973 $37.9M
Morgan Stanley 0.00% Add +13.1% 368,926 $33.7M
Northern Trust Corp. 0.01% Reduce -0.6% 368,522 $33.7M
Silvercrest Asset Management Group LLC 0.22% Reduce -1.2% 350,606 $32.1M
Gabelli Funds LLC 0.19% Reduce -2.2% 278,200 $25.4M
Goldman Sachs Group Inc. 0.00% Add +4.1% 240,246 $22.0M
Nuveen Asset Management, LLC 0.01% Add +2.5% 227,448 $20.8M
Legal & General Group Plc 0.01% Reduce -3.5% 214,725 $19.6M
Principal Financial Group Inc. 0.01% Reduce -7.1% 183,893 $16.8M
Hotchkis & Wiley Capital Management LLC 0.04% New 128,650 $11.8M
Speece Thorson Capital Group Inc. 1.89% Reduce -0.2% 111,841 $10.2M
Ameriprise Financial Inc. 0.00% Add +8.1% 110,212 $10.1M
Invesco Ltd. 0.00% Reduce -18.3% 107,297 $9.8M
Rhumbline Advisers 0.01% Add +0.1% 90,819 $8.3M
Jane Street Group, LLC 0.01% Reduce -45.7% 78,668 $7.2M
Public Sector Pension Investment Board 0.04% Reduce -3.5% 76,792 $7.0M
Bank of America Corp. 0.00% Reduce -7.6% 72,820 $6.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.4% 72,326 $6.6M
Swiss National Bank 0.00% Reduce -1.0% 70,650 $6.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -5.2% 68,673 $6.3M
Barclays PLC 0.00% Add +345.8% 62,308 $5.7M
First Trust Advisors LP 0.01% Add +5.7% 61,195 $5.6M
JPMorgan Chase & Co. 0.00% Add +16.0% 59,585 $5.4M
Harbour Investments, Inc. 0.16% Reduce -4.7% 59,175 $5.4M
UBS Group AG 0.00% Add +0.8% 58,104 $5.3M
T. Rowe Price Associates Inc. 0.00% Reduce -1.1% 47,765 $4.4M
Bridgeway Capital Management, LLC 0.09% No change 47,000 $4.3M
American Century Companies Inc. 0.00% Add +2.2% 46,735 $4.3M
Commonwealth Equity Services, LLC 0.01% Add +4.1% 46,221 $4.2M
Millennium Management 0.00% Reduce -42.7% 45,411 $4.2M
Citigroup Inc. 0.00% Add +62.4% 44,040 $4.0M
Citadel Advisors 0.00% Add +16.4% 40,487 $3.7M
Alliancebernstein L.P. 0.00% Reduce -5.3% 40,247 $3.7M
State of Wisconsin Investment Board 0.01% Add +1.8% 37,447 $3.4M
Prudential Financial Inc. 0.00% Reduce -3.5% 37,180 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.5% 35,458 $3.2M
Royal London Asset Management Ltd. 0.01% Reduce -10.3% 34,263 $3.1M
California State Teachers Retirement System 0.00% Reduce -3.0% 34,243 $3.1M
US Bancorp \de 0.00% Reduce -1.6% 32,737 $3.0M
Madison Wealth Partners, Inc 0.86% Add +1.6% 31,809 $2.9M
Thrivent Financial for Lutherans 0.01% Add +2.7% 30,849 $2.8M
Magellan Asset Management Ltd 0.03% Reduce -0.6% 28,865 $2.6M
Two Sigma Investments, LP 0.01% Add +44.0% 27,685 $2.5M
Cetera Investment Advisers 0.01% Reduce -3.8% 27,300 $2.5M
HRT Financial LP 0.01% Add +3.3% 25,420 $2.3M
Kingsview Wealth Management, LLC 0.05% Reduce -9.5% 25,330 $2.3M
Jefferies Financial Group Inc. 0.04% New 25,000 $2.3M
Qube Research & Technologies Ltd 0.00% Reduce -70.3% 23,633 $2.2M
LPL Financial LLC 0.00% Add +18.2% 23,394 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.3% 22,737 $2.1M
Wells Fargo & Company 0.00% Reduce -2.0% 22,608 $2.1M
MetLife Investment Management, LLC 0.01% No change 21,008 $1.9M
Corebridge Financial, Inc. 0.01% Reduce -1.0% 20,916 $1.9M
State of Alaska, Department of Revenue 0.02% Reduce -2.8% 20,644 $1.9M
Deutsche Bank AG 0.00% Add +31.3% 20,248 $1.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.0% 20,191 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.7% 19,950 $1.8M
Exchange Traded Concepts, LLC 0.04% Add +1.1% 19,636 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -31.1% 19,333 $1.8M
Illinois Municipal Retirement Fund 0.02% Reduce -9.4% 18,563 $1.7M
Great Valley Advisor Group, Inc. 0.04% Add +53.8% 18,147 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -3.9% 17,500 $1.6M
Macquarie Group Ltd. 0.00% Reduce -13.9% 17,414 $1.6M
Caitlin John, LLC 1.00% New 14,346 $1.6M
Janus Henderson Group PLC 0.00% No change 16,376 $1.5M
State Board of Administration of Florida Retirement System 0.00% Add +50.3% 15,746 $1.4M
Two Sigma Advisers, LP 0.00% Add +3.6% 14,500 $1.3M
Cwm, LLC 0.01% Reduce -3.5% 14,317 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -0.0% 14,145 $1.3M
Yousif Capital Management, LLC 0.01% Reduce -3.5% 13,997 $1.3M
Goldstein Advisors, LLC 0.19% Reduce -0.4% 13,520 $1.2M
AlphaQuest LLC 0.11% Add +2789.7% 13,495 $1.2M
KLCM Advisors, Inc. 0.14% No change 12,975 $1.2M
Comerica Bank 0.00% Reduce -3.9% 12,831 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 12,685 $1.2M
Mercer Global Advisors Inc. 0.00% Add +0.1% 12,586 $1.2M
Bank of Montreal 0.00% Add +37.3% 12,562 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -0.7% 12,440 $1.1M
Teacher Retirement System of Texas 0.01% Reduce -9.4% 12,376 $1.1M
Royal Bank of Canada 0.00% Add +6.3% 12,307 $1.1M
Nebula Research & Development LLC 0.13% Add +11.9% 12,281 $1.1M
Maryland State Retirement & Pension System 0.02% Reduce -3.1% 12,216 $1.1M
Martingale Asset Management L P 0.03% Add +67.8% 11,912 $1.1M
Voya Investment Management LLC 0.00% Reduce -3.3% 11,858 $1.1M
BNP Paribas Financial Markets 0.00% Add +5.1% 11,838 $1.1M
Royce & Associates LP 0.01% Add +155.4% 11,668 $1.1M
New York State Common Retirement Fund 0.00% Reduce -28.5% 11,308 $1.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.7% 11,007 $1.0M
Natixis 0.01% New 10,900 $997K
Regal Investment Advisors LLC 0.07% Add +0.5% 10,753 $983K
Amalgamated Bank 0.01% Reduce -3.7% 10,659 $975K
Arizona State Retirement System 0.01% Add +2.9% 10,417 $953K

"% 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 267 holders