Mge EnergyMGEE
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 294 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 27 from Q3 2024. 38 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($560.8M), Vanguard Group Inc. ($436.0M) and State Street Corp. ($141.2M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Mge Energy Inc.
- CUSIP
- 55277P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $17.4M |
| Exits | 19 | $15.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,144,070 shares bought and 572,099 shares sold, net +571,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 5,968,411 | $560.8M |
| Vanguard Group Inc. | 0.01% | Add +0.1% | 4,640,532 | $436.0M |
| State Street Corp. | 0.01% | Add +2.9% | 1,502,273 | $141.2M |
| Victory Capital Management Inc. | 0.11% | Reduce -6.3% | 1,171,718 | $110.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -6.7% | 896,607 | $84.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.6% | 858,517 | $80.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.3% | 769,612 | $72.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.7% | 432,877 | $40.7M |
| Northern Trust Corp. | 0.01% | Add +6.7% | 393,127 | $36.9M |
| Morgan Stanley | 0.00% | Reduce -1.6% | 363,172 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.3% | 358,995 | $33.7M |
| Silvercrest Asset Management Group LLC | 0.21% | Reduce -5.9% | 329,978 | $31.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.0% | 278,786 | $26.2M |
| Gabelli Funds LLC | 0.20% | Reduce -0.5% | 276,700 | $26.0M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -7.0% | 211,486 | $19.9M |
| Legal & General Group Plc | 0.01% | Reduce -3.0% | 208,214 | $19.6M |
| Principal Financial Group Inc. | 0.01% | Add +4.1% | 191,447 | $18.0M |
| UBS Group AG | 0.00% | Add +158.1% | 149,959 | $14.1M |
| JPMorgan Chase & Co. | 0.00% | Add +145.0% | 146,008 | $13.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +9.6% | 140,940 | $13.2M |
| Invesco Ltd. | 0.00% | Add +30.3% | 139,852 | $13.1M |
| Speece Thorson Capital Group Inc. | 2.06% | Reduce -0.6% | 111,176 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 107,298 | $10.1M |
| Millennium Management | 0.01% | Add +134.8% | 106,611 | $10.0M |
| Citigroup Inc. | 0.01% | Add +141.8% | 106,474 | $10.0M |
| Barclays PLC | 0.00% | Add +61.3% | 100,520 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 90,733 | $8.5M |
| Public Sector Pension Investment Board | 0.04% | Add +17.5% | 90,199 | $8.5M |
| First Trust Advisors LP | 0.01% | Add +37.7% | 84,274 | $7.9M |
| Susquehanna International Group, LLP | 0.01% | Add +307.8% | 78,843 | $7.4M |
| Bank of America Corp. | 0.00% | Add +7.0% | 77,943 | $7.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 72,893 | $6.8M |
| Swiss National Bank | 0.00% | Add +0.7% | 71,150 | $6.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Reduce -0.1% | 68,577 | $6.4M |
| Harbour Investments, Inc. | 0.17% | Add +4.6% | 61,883 | $5.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +591.5% | 51,885 | $4.9M |
| Susquehanna Fundamental Investments, LLC | 0.08% | — | 48,487 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 47,058 | $4.4M |
| Bridgeway Capital Management, LLC | 0.10% | No change | 47,000 | $4.4M |
| First Business Financial Services, Inc. | 0.42% | Add +569.6% | 45,584 | $4.3M |
| Great Lakes Advisors, LLC | 0.04% | New | 44,804 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -0.3% | 40,356 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 40,260 | $3.8M |
| US Bancorp \de | 0.00% | Add +20.3% | 39,372 | $3.7M |
| Prudential Financial Inc. | 0.00% | Reduce -1.5% | 36,620 | $3.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.4% | 36,172 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 35,458 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.9% | 34,447 | $3.2M |
| Royal London Asset Management Ltd. | 0.01% | Add +0.5% | 34,449 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 33,855 | $3.2M |
| Two Sigma Investments, LP | 0.01% | Add +14.1% | 31,584 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +51.2% | 30,621 | $2.9M |
| Madison Wealth Partners, Inc | 0.80% | Reduce -4.1% | 30,497 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.3% | 30,439 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +26.8% | 28,661 | $2.7M |
| Cetera Investment Advisers | 0.01% | Reduce -0.1% | 27,268 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 23,267 | $2.2M |
| Magellan Asset Management Ltd | 0.02% | Reduce -20.0% | 23,095 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Add +4.5% | 21,955 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 20,753 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 20,522 | $1.9M |
| Martingale Asset Management L P | 0.05% | Add +72.1% | 20,497 | $1.9M |
| Exchange Traded Concepts, LLC | 0.04% | Add +4.3% | 20,471 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.7% | 20,082 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +6.7% | 19,810 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 19,520 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 19,401 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +28.3% | 18,600 | $1.7M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -27.3% | 18,170 | $1.7M |
| HRT Financial LP | 0.01% | Reduce -29.3% | 17,977 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | No change | 17,500 | $1.6M |
| ExodusPoint Capital Management, LP | 0.02% | New | 17,162 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -7.8% | 16,722 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 16,376 | $1.5M |
| Royce & Associates LP | 0.01% | Add +39.5% | 16,281 | $1.5M |
| Macquarie Group Ltd. | 0.00% | Add +3.7% | 18,063 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +0.2% | 15,782 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.9% | 15,542 | $1.5M |
| Caitlin John, LLC | 0.95% | Add +3.7% | 14,874 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +211.5% | 14,436 | $1.4M |
| Squarepoint Ops LLC | 0.00% | New | 13,867 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.9% | 13,733 | $1.3M |
| Park Capital Management, LLC / WI | 1.51% | — | 13,404 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -7.2% | 13,280 | $1.2M |
| Graham Capital Management, L.P. | 0.06% | New | 13,241 | $1.2M |
| Bank of Montreal | 0.00% | Add +4.0% | 13,071 | $1.2M |
| Goldstein Advisors, LLC | 0.18% | Reduce -4.2% | 12,951 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,685 | $1.2M |
| Comerica Bank | 0.00% | Reduce -1.9% | 12,587 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Add +1.4% | 12,553 | $1.2M |
| KLCM Advisors, Inc. | 0.13% | Reduce -5.8% | 12,225 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.5% | 12,139 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 12,124 | $1.1M |
| STRS Ohio | 0.00% | Add +21.0% | 12,100 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 11,760 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +17.4% | 11,759 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 11,308 | $1.1M |
| Sei Investments Co. | 0.00% | Add +12.7% | 11,235 | $1.1M |
| NorthRock Partners, LLC | 0.03% | Add +92.0% | 11,172 | $1.0M |
| HSBC Holdings PLC | 0.00% | Add +147.4% | 11,141 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -6.8% | 11,048 | $1.0M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 10,983 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +8.8% | 10,906 | $1.0M |
| Regal Investment Advisors LLC | 0.08% | Add +0.5% | 10,802 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.5% | 10,734 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.1% | 10,700 | $1.0M |
| Amalgamated Bank | 0.01% | Add +0.1% | 10,668 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.6% | 10,476 | $984K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 10,233 | $961K |
| Nebula Research & Development LLC | 0.11% | Reduce -17.9% | 10,083 | $947K |
| Man Group plc | 0.00% | Add +283.4% | 9,866 | $927K |
| Hennessy Advisors Inc. | 0.03% | No change | 9,379 | $881K |
| Crestline Management, L.P. | 0.03% | New | 9,288 | $873K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +257.6% | 9,275 | $871K |
| Jane Street Group, LLC | 0.00% | Reduce -88.3% | 9,164 | $861K |
| Advisors Asset Management, Inc. | 0.02% | Add +13.4% | 9,113 | $856K |
| Creative Planning | 0.00% | Add +5.2% | 8,958 | $842K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.2% | 8,774 | $824K |
| New York State Teachers Retirement System | 0.00% | Add +1.2% | 8,700 | $817K |
| ICW Investment Advisors LLC | 0.34% | Add +0.3% | 8,687 | $816K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.0% | 8,556 | $804K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 8,493 | $798K |
| Alpine Global Management, LLC | 0.27% | New | 8,480 | $797K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.5% | 8,451 | $794K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -14.4% | 8,393 | $789K |
| Vident Advisory, LLC | 0.01% | Add +4.9% | 8,309 | $781K |
| Raymond James Financial Inc. | 0.00% | — | 8,308 | $781K |
| MBE Wealth Management, LLC | 0.44% | Reduce -6.6% | 8,290 | $779K |
| AlphaQuest LLC | 0.10% | Reduce -38.8% | 8,261 | $776K |
| Verition Fund Management LLC | 0.00% | New | 7,865 | $739K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 7,762 | $729K |
| Baird Financial Group, Inc. | 0.00% | Add +24.9% | 7,533 | $708K |
| HighTower Advisors, LLC | 0.00% | Add +3.4% | 7,266 | $683K |
| Creative Financial Designs Inc. | 0.05% | Reduce -9.3% | 7,089 | $666K |
| Merit Financial Group, LLC | 0.01% | Add +1.7% | 7,079 | $665K |
| AQR Capital Management | 0.00% | Reduce -3.5% | 6,963 | $654K |
| Thompson Investment Management, Inc. | 0.09% | No change | 6,792 | $638K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,496 | $610K |
| Cerity Partners LLC | 0.00% | Reduce -7.1% | 6,550 | $600K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,380 | $599K |
| Independent Advisor Alliance | 0.01% | Add +0.1% | 6,256 | $588K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +62788.9% | 5,660 | $532K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.1% | 5,582 | $524K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.8% | 5,485 | $515K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.0% | 5,334 | $501K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.2% | 5,308 | $499K |
| 1ST Source Bank | 0.03% | New | 5,248 | $493K |
| Tower View Wealth Management LLC | 0.26% | Add +0.7% | 5,229 | $491K |
| Keybank National Association | 0.00% | Reduce -4.4% | 5,112 | $480K |
| Savant Capital, LLC | 0.00% | Add +2.9% | 4,922 | $462K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 4,864 | $457K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.2% | 4,860 | $457K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,820 | $453K |
| IFM Investors Pty Ltd | 0.00% | No change | 4,811 | $452K |
| Jacobson & Schmitt Advisors, LLC | 0.09% | New | 4,745 | $446K |
| Oarsman Capital, Inc. | 0.08% | No change | 4,705 | $442K |
| GAMMA Investing LLC | 0.04% | Add +196.1% | 4,657 | $438K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 4,616 | $434K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.5% | 4,546 | $427K |
| Foundry Partners, LLC | 0.02% | Reduce -3.9% | 4,529 | $426K |
| Johnson Financial Group, Inc. | 0.02% | No change | 4,687 | $421K |
| Poehling Capital Management, INC. | 0.10% | No change | 4,350 | $409K |
| Lido Advisors, LLC | 0.00% | No change | 4,284 | $403K |
| Inspire Investing, LLC | 0.04% | Reduce -4.9% | 4,273 | $401K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,111 | $386K |
| Allianz Asset Management GmbH | 0.00% | Reduce -47.4% | 4,100 | $385K |
| Trust Point Inc. | 0.03% | Add +0.1% | 4,081 | $383K |
| Blair William & Co. | 0.00% | No change | 4,000 | $376K |
| Stifel Financial Corp. | 0.00% | Add +12.3% | 3,945 | $371K |
| Redmond Asset Management, LLC | 0.09% | New | 3,836 | $360K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.7% | 3,814 | $358K |
| Legacy Private Trust Co. | 0.02% | New | 3,792 | $356K |
| Cibc World Markets Corp. | 0.00% | New | 3,411 | $320K |
| Annex Advisory Services, LLC | 0.01% | New | 3,404 | $320K |
| Cannon Global Investment Management, LLC | 0.79% | New | 3,400 | $319K |
| Associated Banc-Corp | 0.01% | No change | 3,360 | $316K |
| Corient Private Wealth LP | 0.00% | Reduce -9.1% | 3,318 | $312K |
| Dana Investment Advisors, Inc. | 0.01% | New | 3,318 | $312K |
| Security National Bank | 0.04% | No change | 3,269 | $307K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.3% | 3,170 | $298K |
| Landaas & Co. /Wi | 0.08% | No change | 3,166 | $297K |
| Madison Asset Management, LLC | 0.00% | No change | 3,138 | $295K |
| Madison Investment Advisors, LLC | 0.00% | — | 3,138 | $295K |
| Wisconsin Wealth Advisors, LLC | 0.43% | — | 3,117 | $293K |
| Dark Forest Capital Management LP | 0.04% | New | 3,100 | $291K |
| IHT Wealth Management, LLC | 0.01% | New | 3,088 | $290K |
| Glenmede Trust Co. NA | 0.00% | Add +5.7% | 3,030 | $285K |
| KOM Wealth Management Group, LLC | 0.21% | Add +0.3% | 3,013 | $283K |
| Quantinno Capital Management LP | 0.00% | New | 3,006 | $282K |
| Bokf, NA | 0.00% | Reduce -30.0% | 3,154 | $278K |
| Aquatic Capital Management LLC | 0.01% | Reduce -31.6% | 2,943 | $277K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +27.0% | 2,880 | $271K |
| Smith Thornton Advisors LLC | 0.17% | No change | 2,835 | $266K |
| North Star Asset Management Inc. | 0.01% | Reduce -10.0% | 2,831 | $266K |
| ERn Financial, LLC | 0.04% | Add +0.3% | 2,752 | $259K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 2,618 | $246K |
| Xponance LLC | 0.00% | Add +9.1% | 2,594 | $244K |
| FMR LLC | 0.00% | Add +8.3% | 2,580 | $242K |
| CWS Financial Advisors, LLC | 0.08% | Add +0.3% | 2,567 | $241K |
| Choreo, LLC | 0.00% | Add +10.8% | 2,526 | $238K |
| Guggenheim Capital LLC | 0.00% | New | 2,466 | $232K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.1% | 2,391 | $225K |
| Two Sigma Securities, LLC | 0.04% | Reduce -32.2% | 2,317 | $218K |
| Captrust Financial Advisors | 0.00% | Add +2.6% | 2,284 | $215K |
| Occudo Quantitative Strategies LP | 0.04% | New | 2,246 | $211K |
| Focus Partners Wealth | 0.00% | New | 2,239 | $210K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,229 | $209K |
| Twinbeech Capital LP | 0.00% | New | 2,221 | $209K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,211 | $208K |
| Isthmus Partners, LLC | 0.03% | No change | 2,204 | $207K |
| Benjamin Edwards Inc. | 0.00% | New | 2,130 | $200K |
| Michael A. Dubis Financial Planning, LLC | 0.19% | — | 2,125 | $200K |
| NBT Bank, N.A. | 0.01% | Add +0.1% | 1,761 | $166K |
| EnRich Financial Partners LLC | 0.05% | Add +8.7% | 1,744 | $164K |
| Farther Finance Advisors, LLC | 0.01% | Add +7321.7% | 1,707 | $160K |
| Quadrant Capital Group LLC | 0.01% | Add +2.3% | 1,531 | $144K |
| KBC Group NV | 0.00% | Add +32.2% | 1,478 | $139K |
| Steph & Co. | 0.04% | No change | 1,272 | $120K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,128 | $106K |
| Smartleaf Asset Management LLC | 0.01% | Add +507.6% | 1,112 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -0.6% | 900 | $86K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 930 | $85K |
| HM Payson & Co. | 0.00% | No change | 884 | $83K |
| Signaturefd, LLC | 0.00% | Reduce -2.9% | 827 | $78K |
| AdvisorNet Financial, Inc | 0.01% | No change | 779 | $73K |
| Blue Trust, Inc. | 0.00% | Reduce -70.7% | 756 | $71K |
| Shell Asset Management Co. | 0.00% | No change | 747 | $70K |
| Acadian Asset Management LLC | 0.00% | No change | 686 | $64K |
| Sterling Capital Management LLC | 0.00% | Add +656.2% | 673 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 670 | $63K |
| NewEdge Advisors, LLC | 0.00% | No change | 650 | $61K |
| Avalon Trust Co | 0.00% | No change | 600 | $56K |
| IAG Wealth Partners, LLC | 0.01% | No change | 528 | $50K |
| Parallel Advisors, LLC | 0.00% | No change | 469 | $44K |
| Hilltop National Bank | 0.01% | No change | 462 | $43K |
| Huntington National Bank | 0.00% | Add +28.9% | 451 | $42K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.7% | 394 | $37K |
| Assetmark, Inc. | 0.00% | No change | 387 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +88.9% | 357 | $34K |
| Versant Capital Management, Inc | 0.01% | Add +367.1% | 327 | $31K |
| Perritt Capital Management Inc | 0.01% | Add +0.3% | 308 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -56.2% | 234 | $22K |
| Whittier Trust Co. | 0.00% | No change | 229 | $22K |
| Mendota Financial Group, LLC | 0.01% | Add +561.8% | 225 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.3% | 220 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 183 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 150 | $14K |
| Bangor Savings Bank | 0.00% | No change | 135 | $13K |
| Covestor Ltd | 0.01% | Reduce -75.1% | 113 | $11K |
| Hemington Wealth Management | 0.00% | Add +9.1% | 120 | $11K |
| Bessemer Group Inc. | 0.00% | Add +65.2% | 114 | $11K |
| Venturi Wealth Management, LLC | 0.00% | New | 103 | $10K |
| High Note Wealth, LLC | 0.00% | New | 101 | $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 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 86 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 85 | $8K |
| WealthCollab, LLC | 0.00% | No change | 79 | $7K |
| Mather Group, Llc. | 0.00% | New | 72 | $7K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 70 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 64 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -15.5% | 60 | $6K |
| Allworth Financial LP | 0.00% | Reduce -6.1% | 62 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 52 | $5K |
| Sugar Maple Asset Management, LLC | 0.00% | New | 42 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 33 | $3K |
| Rothschild Investment LLC | 0.00% | Add +25.0% | 25 | $2K |
| MAI Capital Management | 0.00% | New | 25 | $2K |
| Quarry LP | 0.00% | New | 24 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.1% | 23 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 21 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 17 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 13 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 13 | $1K |
| Spire Wealth Management | 0.00% | No change | 13 | $1K |
| Jones Financial Companies LLLP | 0.00% | Add +42.9% | 10 | $946 |
| Global Retirement Partners, LLC | 0.00% | No change | 10 | $940 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 9 | $846 |
| CoreCap Advisors, LLC | 0.00% | New | 9 | $846 |
| Avior Wealth Management, LLC | 0.00% | No change | 7 | $657 |
| Paladin Advisory Group, LLC | 0.00% | New | 6 | $564 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $564 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $470 |
| Parkside Financial Bank & Trust | 0.00% | Add +100.0% | 4 | $376 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $376 |
| Continuum Advisory, LLC | 0.00% | No change | 4 | $376 |
| WPG Advisers, LLC | 0.00% | — | 3 | $282 |
| Brooklyn Investment Group | 0.00% | New | 2 | $188 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $188 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $94 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1 | $87 |
"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.