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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $23.6M |
| Exits | 19 | $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 |
| Tudor Investment Corporation | 0.01% | New | 10,408 | $952K |
| Alps Advisors Inc. | 0.01% | Add +11.8% | 10,019 | $916K |
| Van Eck Associates Corp. | 0.00% | Add +7.3% | 10,020 | $916K |
| STRS Ohio | 0.00% | Reduce -14.5% | 10,000 | $915K |
| Sei Investments Co. | 0.00% | Add +87.2% | 9,972 | $912K |
| SG Americas Securities, LLC | 0.00% | Add +143.8% | 9,910 | $906K |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.0% | 9,806 | $897K |
| Hennessy Advisors Inc. | 0.03% | Reduce -5.1% | 9,379 | $858K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -5.8% | 9,158 | $838K |
| MBE Wealth Management, LLC | 0.45% | Add +0.1% | 8,876 | $812K |
| ICW Investment Advisors LLC | 0.33% | Add +1.6% | 8,658 | $792K |
| New York State Teachers Retirement System | 0.00% | No change | 8,600 | $786K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.5% | 8,554 | $782K |
| Creative Planning | 0.00% | Add +3.5% | 8,517 | $779K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.5% | 8,327 | $762K |
| Advisors Asset Management, Inc. | 0.01% | Add +75.0% | 8,039 | $735K |
| Vident Advisory, LLC | 0.02% | Add +62.5% | 7,920 | $724K |
| Creative Financial Designs Inc. | 0.06% | Add +4.1% | 7,819 | $715K |
| Catalyst Funds Management Pty Ltd | 0.16% | Add +2.6% | 7,800 | $713K |
| Allianz Asset Management GmbH | 0.00% | New | 7,800 | $713K |
| ProShare Advisors LLC | 0.00% | Add +35.4% | 7,601 | $695K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 7,508 | $687K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -51.2% | 7,503 | $686K |
| AQR Capital Management | 0.00% | Add +27.5% | 7,213 | $660K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 7,030 | $648K |
| Cerity Partners LLC | 0.00% | Add +30.1% | 7,054 | $645K |
| Merit Financial Group, LLC | 0.01% | Reduce -35.9% | 6,963 | $637K |
| First Business Financial Services, Inc. | 0.06% | Reduce -12.7% | 6,808 | $623K |
| Thompson Investment Management, Inc. | 0.09% | No change | 6,792 | $621K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,496 | $594K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.8% | 6,410 | $586K |
| Gsa Capital Partners LLP | 0.04% | New | 6,385 | $584K |
| Independent Advisor Alliance | 0.02% | Reduce -6.9% | 6,253 | $572K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 6,033 | $552K |
| NorthRock Partners, LLC | 0.02% | Add +0.6% | 5,819 | $532K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,761 | $527K |
| Inceptionr LLC | 0.12% | New | 5,572 | $510K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.5% | 5,441 | $498K |
| Keybank National Association | 0.00% | Add +0.7% | 5,347 | $489K |
| D. E. Shaw & Co. | 0.00% | Reduce -67.6% | 5,286 | $483K |
| Tower View Wealth Management LLC | 0.26% | Add +0.4% | 5,193 | $475K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +17.6% | 4,895 | $448K |
| Praxis Investment Management Inc. | 0.03% | Add +49.2% | 4,820 | $441K |
| IFM Investors Pty Ltd | 0.00% | Reduce -4.8% | 4,811 | $440K |
| Wealthspire Advisors, LLC | 0.00% | No change | 4,802 | $439K |
| Franklin Resources Inc. | 0.00% | Reduce -12.1% | 4,824 | $438K |
| Savant Capital, LLC | 0.00% | Add +0.1% | 4,783 | $437K |
| Foundry Partners, LLC | 0.02% | Add +0.0% | 4,711 | $431K |
| Oarsman Capital, Inc. | 0.08% | No change | 4,705 | $430K |
| Johnson Financial Group, Inc. | 0.02% | No change | 4,687 | $429K |
| Intech Investment Management LLC | 0.00% | New | 4,634 | $424K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,568 | $418K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 4,533 | $415K |
| HSBC Holdings PLC | 0.00% | Add +9.1% | 4,503 | $411K |
| Inspire Investing, LLC | 0.04% | Reduce -4.4% | 4,495 | $411K |
| Bokf, NA | 0.01% | Add +3.1% | 4,504 | $410K |
| Poehling Capital Management, INC. | 0.10% | New | 4,350 | $398K |
| Aquatic Capital Management LLC | 0.01% | Add +95.5% | 4,300 | $393K |
| Lido Advisors, LLC | 0.00% | New | 4,284 | $392K |
| Pictet Asset Management Holding SA | 0.00% | Add +31.8% | 4,111 | $376K |
| Trust Point Inc. | 0.03% | Add +0.1% | 4,079 | $373K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 4,000 | $366K |
| AlphaMark Advisors, LLC | 0.12% | Reduce -2.6% | 3,786 | $346K |
| Corient Private Wealth LP | 0.00% | Add +11.4% | 3,650 | $334K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,642 | $333K |
| Brevan Howard Capital Management LP | 0.02% | New | 3,540 | $324K |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 3,512 | $321K |
| Two Sigma Securities, LLC | 0.02% | Reduce -49.5% | 3,418 | $313K |
| Associated Banc-Corp | 0.01% | No change | 3,360 | $307K |
| Security National Bank | 0.04% | Add +444.8% | 3,269 | $299K |
| Landaas & Co. /Wi | 0.08% | No change | 3,166 | $290K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 3,178 | $290K |
| North Star Asset Management Inc. | 0.01% | No change | 3,146 | $288K |
| Madison Asset Management, LLC | 0.00% | No change | 3,138 | $287K |
| KOM Wealth Management Group, LLC | 0.23% | Reduce -16.6% | 3,004 | $275K |
| Glenmede Trust Co. NA | 0.00% | New | 2,868 | $262K |
| Smith Thornton Advisors LLC | 0.17% | No change | 2,835 | $259K |
| ERn Financial, LLC | 0.04% | Add +0.3% | 2,745 | $251K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -82.7% | 2,594 | $237K |
| Man Group plc | 0.00% | New | 2,573 | $235K |
| CWS Financial Advisors, LLC | 0.08% | New | 2,560 | $234K |
| Envestnet Asset Management Inc. | 0.00% | New | 2,558 | $234K |
| Mackenzie Financial Corp. | 0.00% | New | 2,393 | $219K |
| FMR LLC | 0.00% | Reduce -18.9% | 2,383 | $218K |
| Xponance LLC | 0.00% | New | 2,377 | $217K |
| Choreo, LLC | 0.00% | New | 2,279 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,267 | $207K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -13.1% | 2,229 | $204K |
| Captrust Financial Advisors | 0.00% | Reduce -43.7% | 2,226 | $204K |
| Isthmus Partners, LLC | 0.02% | New | 2,204 | $202K |
| Walleye Capital LLC | 0.00% | New | 2,204 | $202K |
| Blue Trust, Inc. | 0.00% | Reduce -12.8% | 2,581 | $193K |
| NBT Bank, N.A. | 0.01% | Reduce -5.2% | 1,759 | $161K |
| EnRich Financial Partners LLC | 0.05% | No change | 1,605 | $147K |
| GAMMA Investing LLC | 0.01% | Add +134.1% | 1,573 | $144K |
| Quadrant Capital Group LLC | 0.01% | Add +1.8% | 1,496 | $137K |
| Uncommon Cents Investing LLC | 0.04% | New | 1,483 | $136K |
| Lazard Asset Management LLC | 0.00% | No change | 1,432 | $130K |
| Steph & Co. | 0.04% | No change | 1,272 | $116K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,128 | $103K |
| KBC Group NV | 0.00% | No change | 1,118 | $102K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -58.6% | 927 | $85K |
| IFP Advisors, Inc | 0.00% | No change | 905 | $83K |
| HM Payson & Co. | 0.00% | No change | 884 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -6.6% | 852 | $78K |
| AdvisorNet Financial, Inc | 0.01% | No change | 779 | $71K |
| Shell Asset Management Co. | 0.00% | — | 747 | $68K |
| Acadian Asset Management LLC | 0.00% | No change | 686 | $62K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 670 | $61K |
| NewEdge Advisors, LLC | 0.00% | No change | 650 | $59K |
| Avalon Trust Co | 0.00% | No change | 600 | $55K |
| First Personal Financial Services | 0.01% | Reduce -20.1% | 560 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 534 | $49K |
| IAG Wealth Partners, LLC | 0.01% | No change | 528 | $48K |
| Parallel Advisors, LLC | 0.00% | Add +0.9% | 469 | $43K |
| Hilltop National Bank | 0.01% | No change | 462 | $42K |
| Covestor Ltd | 0.03% | Add +37.3% | 453 | $42K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.0% | 409 | $37K |
| Assetmark, Inc. | 0.00% | New | 387 | $35K |
| Huntington National Bank | 0.00% | Add +17.9% | 350 | $32K |
| Perritt Capital Management Inc | 0.01% | Add +0.7% | 307 | $28K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $27K |
| International Assets Investment Management, LLC | 0.00% | No change | 238 | $22K |
| Whittier Trust Co. | 0.00% | No change | 229 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 207 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 189 | $17K |
| Principal Securities, Inc. | 0.00% | Reduce -7.1% | 183 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +2.2% | 183 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 150 | $14K |
| Bangor Savings Bank | 0.00% | No change | 135 | $12K |
| Hemington Wealth Management | 0.00% | New | 110 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 96 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $9K |
| Lindbrook Capital, LLC | 0.00% | No change | 91 | $8K |
| Sterling Capital Management LLC | 0.00% | — | 89 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 86 | $8K |
| UMB Bank, n.a. | 0.00% | Add +102.4% | 85 | $8K |
| WealthCollab, LLC | 0.00% | No change | 79 | $7K |
| Arax Advisory Partners | 0.00% | No change | 71 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +42.9% | 70 | $6K |
| Fifth Third Bancorp | 0.00% | Add +21.4% | 68 | $6K |
| Allworth Financial LP | 0.00% | Add +37.5% | 66 | $6K |
| Bessemer Group Inc. | 0.00% | Add +25.4% | 69 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 64 | $6K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -11.9% | 52 | $5K |
| Mendota Financial Group, LLC | 0.00% | New | 34 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 33 | $3K |
| Earned Wealth Advisors, LLC | 0.00% | New | 26 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Add +53.3% | 23 | $2K |
| Rothschild Investment LLC | 0.00% | Add +33.3% | 20 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.6% | 19 | $2K |
| CVA Family Office, LLC | 0.00% | Add +85.7% | 13 | $1K |
| Spire Wealth Management | 0.00% | No change | 13 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 10 | $915 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +125.0% | 9 | $823 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 9 | $823 |
| Jones Financial Companies LLLP | 0.00% | Add +75.0% | 7 | $640 |
| Avior Wealth Management, LLC | 0.00% | No change | 7 | $640 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 6 | $549 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $549 |
| Continuum Advisory, LLC | 0.00% | New | 4 | $423 |
| Quantbot Technologies LP | 0.00% | Reduce -100.0% | 4 | $366 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $366 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $183 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $183 |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -85.7% | 1 | $91 |
"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.