Mge EnergyMGEE

13F holders, Q4 2024 (December 31)
294holders +27
38new positions
19sold out
3famous investors
$93.95avg. 13F price*

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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions38$17.4M
Exits19$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.