Mge EnergyMGEE
13F holders, Q1 2025 (March 31)295holders +1
31new positions
32sold out
6famous investors
$92.96avg. 13F price*
At the end of Q1 2025, 295 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 1 from Q4 2024. 31 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($535.2M), Vanguard Group Inc. ($424.4M) and State Street Corp. ($182.6M). 6 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $20.4M |
| Exits | 32 | $26.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,263,963 shares bought and 1,583,617 shares sold, net −319,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 5,757,365 | $535.2M |
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 4,565,233 | $424.4M |
| State Street Corp. | 0.01% | Add +30.7% | 1,963,772 | $182.6M |
| Geode Capital Management, LLC | 0.01% | Add +4.5% | 896,973 | $83.4M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -4.2% | 859,319 | $79.9M |
| Victory Capital Management Inc. | 0.08% | Reduce -30.4% | 815,459 | $75.8M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.9% | 739,804 | $68.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 427,328 | $39.7M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 394,414 | $36.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 346,127 | $32.2M |
| Morgan Stanley | 0.00% | Reduce -8.8% | 331,066 | $30.8M |
| Silvercrest Asset Management Group LLC | 0.22% | Reduce -2.0% | 323,307 | $30.1M |
| Gabelli Funds LLC | 0.20% | Reduce -1.0% | 273,900 | $25.5M |
| Barclays PLC | 0.01% | Add +168.5% | 269,884 | $25.1M |
| Nuveen, LLC | 0.01% | — | 224,938 | $20.9M |
| Invesco Ltd. | 0.00% | Add +49.4% | 208,936 | $19.4M |
| Legal & General Group Plc | 0.01% | Reduce -1.7% | 204,601 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.7% | 201,638 | $18.7M |
| Principal Financial Group Inc. | 0.01% | Add +2.5% | 196,183 | $18.2M |
| UBS Group AG | 0.00% | Add +25.9% | 188,836 | $17.6M |
| Public Sector Pension Investment Board | 0.05% | Add +27.3% | 114,776 | $10.7M |
| Speece Thorson Capital Group Inc. | 2.10% | Reduce -1.4% | 109,570 | $10.2M |
| First Trust Advisors LP | 0.01% | Add +17.0% | 98,589 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -2.0% | 88,895 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.9% | 87,734 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.8% | 86,608 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.1% | 84,706 | $7.9M |
| Marshall Wace, LLP | 0.01% | New | 75,588 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +718.5% | 75,007 | $7.0M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 71,918 | $6.7M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 70,150 | $6.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.04% | Add +1.4% | 69,512 | $6.5M |
| Harbour Investments, Inc. | 0.18% | Add +8.7% | 67,285 | $6.3M |
| Citigroup Inc. | 0.00% | Reduce -48.9% | 54,368 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.6% | 53,101 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.8% | 47,451 | $4.4M |
| Bridgeway Capital Management, LLC | 0.11% | No change | 47,000 | $4.4M |
| First Business Financial Services, Inc. | 0.42% | Add +1.5% | 46,276 | $4.3M |
| Deutsche Bank AG | 0.00% | Add +35.4% | 41,471 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 40,400 | $3.8M |
| US Bancorp \de | 0.00% | Add +0.3% | 39,479 | $3.7M |
| Squarepoint Ops LLC | 0.01% | Add +177.5% | 38,482 | $3.6M |
| Tudor Investment Corporation | 0.03% | New | 38,063 | $3.5M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Reduce -23.0% | 37,349 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Add +16.3% | 36,744 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 36,332 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 35,325 | $3.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -4.0% | 34,728 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 33,375 | $3.1M |
| Royal London Asset Management Ltd. | 0.01% | Reduce -3.2% | 33,357 | $3.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 32,856 | $3.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.1% | 31,895 | $3.0M |
| Madison Wealth Partners, Inc | 0.67% | Reduce -4.2% | 29,230 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +7.0% | 29,173 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -1.9% | 28,126 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -30.7% | 27,956 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.6% | 26,595 | $2.5M |
| Millennium Management | 0.00% | Reduce -76.5% | 24,997 | $2.3M |
| LPL Financial LLC | 0.00% | Add +4.5% | 24,305 | $2.3M |
| Man Group plc | 0.01% | Add +139.6% | 23,641 | $2.2M |
| Magellan Asset Management Ltd | 0.03% | Reduce -1.5% | 22,739 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 21,707 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.8% | 21,567 | $2.0M |
| Royce & Associates LP | 0.02% | Add +31.5% | 21,404 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +3.6% | 20,801 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +43.9% | 20,777 | $1.9M |
| Martingale Asset Management L P | 0.05% | No change | 20,497 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.2% | 20,140 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.2% | 20,063 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Add +7.5% | 20,000 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 19,029 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -7.9% | 18,242 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.3% | 17,100 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +45.3% | 17,084 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.1% | 16,908 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 16,376 | $1.5M |
| Graham Capital Management, L.P. | 0.07% | Add +20.5% | 15,960 | $1.5M |
| AlphaQuest LLC | 0.16% | Add +90.0% | 15,696 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -70.3% | 15,405 | $1.4M |
| Macquarie Group Ltd. | 0.00% | Reduce -20.5% | 14,354 | $1.3M |
| Bank of Montreal | 0.00% | Add +8.3% | 14,158 | $1.3M |
| Park Capital Management, LLC / WI | 1.46% | Add +0.1% | 13,421 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.8% | 13,351 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 13,059 | $1.2M |
| Goldstein Advisors, LLC | 0.18% | Add +0.7% | 13,047 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.5% | 12,979 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 12,685 | $1.2M |
| Alps Advisors Inc. | 0.01% | Add +7.8% | 12,674 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.7% | 12,347 | $1.1M |
| Occudo Quantitative Strategies LP | 0.15% | Add +448.0% | 12,309 | $1.1M |
| KLCM Advisors, Inc. | 0.13% | No change | 12,225 | $1.1M |
| Comerica Bank | 0.00% | Reduce -3.4% | 12,163 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -10.3% | 11,909 | $1.1M |
| STRS Ohio | 0.00% | Reduce -5.0% | 11,500 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +4.7% | 11,420 | $1.1M |
| New York State Common Retirement Fund | 0.00% | No change | 11,308 | $1.1M |
| NorthRock Partners, LLC | 0.03% | Reduce -0.0% | 11,170 | $1.0M |
| Vident Advisory, LLC | 0.01% | Add +31.6% | 10,938 | $1.0M |
| Regal Investment Advisors LLC | 0.08% | Add +0.5% | 10,854 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 10,729 | $997K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -12.8% | 10,566 | $982K |
| Advisors Asset Management, Inc. | 0.02% | Add +15.2% | 10,494 | $976K |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 10,379 | $965K |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 10,309 | $958K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -35.5% | 10,182 | $947K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 10,088 | $938K |
| Aquatic Capital Management LLC | 0.02% | Add +241.9% | 10,061 | $935K |
| Voya Investment Management LLC | 0.00% | Reduce -10.2% | 9,927 | $923K |
| Hennessy Advisors Inc. | 0.03% | No change | 9,379 | $872K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 9,164 | $852K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -56.5% | 8,910 | $828K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 8,774 | $816K |
| ICW Investment Advisors LLC | 0.33% | Add +0.8% | 8,759 | $814K |
| New York State Teachers Retirement System | 0.00% | No change | 8,700 | $809K |
| FORM Wealth Advisors, LLC | 0.11% | — | 8,683 | $807K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 8,581 | $798K |
| MBE Wealth Management, LLC | 0.38% | Add +3.5% | 8,580 | $798K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,556 | $795K |
| D. E. Shaw & Co. | 0.00% | New | 8,431 | $784K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.4% | 8,293 | $771K |
| AQR Capital Management | 0.00% | Add +18.8% | 8,275 | $769K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +45.2% | 8,220 | $764K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 8,090 | $752K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.3% | 8,031 | $747K |
| Creative Planning | 0.00% | Reduce -11.3% | 7,942 | $738K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -53.9% | 7,914 | $736K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 7,860 | $731K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 7,762 | $722K |
| Creative Financial Designs Inc. | 0.05% | Add +1.8% | 7,215 | $671K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 7,093 | $659K |
| Thompson Investment Management, Inc. | 0.10% | No change | 6,792 | $631K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 6,496 | $604K |
| Quantinno Capital Management LP | 0.00% | Add +109.7% | 6,304 | $586K |
| Independent Advisor Alliance | 0.02% | Add +0.6% | 6,293 | $585K |
| Sei Investments Co. | 0.00% | Reduce -44.9% | 6,195 | $576K |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.6% | 5,978 | $556K |
| Virtu Financial LLC | 0.03% | New | 5,789 | $538K |
| HighTower Advisors, LLC | 0.00% | Reduce -21.0% | 5,742 | $534K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -12.4% | 5,591 | $520K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,582 | $519K |
| Cerity Partners LLC | 0.00% | Reduce -16.5% | 5,472 | $509K |
| Teacher Retirement System of Texas | 0.00% | Reduce -57.8% | 5,293 | $492K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 5,273 | $490K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.1% | 5,224 | $486K |
| Franklin Resources Inc. | 0.00% | Add +6.0% | 5,156 | $479K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,068 | $471K |
| Tower View Wealth Management LLC | 0.27% | Reduce -3.1% | 5,066 | $471K |
| Caitlin John, LLC | 0.46% | Reduce -66.0% | 5,051 | $470K |
| Savant Capital, LLC | 0.00% | Add +1.5% | 4,997 | $464K |
| GAMMA Investing LLC | 0.03% | Add +5.4% | 4,908 | $456K |
| Wealthspire Advisors, LLC | 0.00% | No change | 4,860 | $452K |
| Praxis Investment Management Inc. | 0.03% | No change | 4,820 | $448K |
| SummitTX Capital, L.P. | 0.02% | — | 4,807 | $447K |
| Johnson Financial Group, Inc. | 0.02% | No change | 4,687 | $436K |
| Verition Fund Management LLC | 0.00% | Reduce -41.0% | 4,638 | $431K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 4,596 | $427K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,546 | $423K |
| Keybank National Association | 0.00% | Reduce -11.2% | 4,542 | $422K |
| Oarsman Capital, Inc. | 0.07% | Reduce -5.3% | 4,455 | $414K |
| Stifel Financial Corp. | 0.00% | Add +11.1% | 4,382 | $407K |
| Poehling Capital Management, INC. | 0.10% | No change | 4,350 | $404K |
| Lido Advisors, LLC | 0.00% | Add +0.5% | 4,304 | $400K |
| FMR LLC | 0.00% | Add +64.5% | 4,245 | $395K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,111 | $382K |
| Trust Point Inc. | 0.03% | Add +0.1% | 4,084 | $380K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -60.4% | 4,054 | $377K |
| Jump Financial, LLC | 0.01% | New | 4,019 | $374K |
| Blair William & Co. | 0.00% | No change | 4,000 | $372K |
| Redmond Asset Management, LLC | 0.09% | No change | 3,836 | $357K |
| Renaissance Technologies | 0.00% | New | 3,800 | $353K |
| Legacy Private Trust Co. | 0.02% | No change | 3,792 | $353K |
| Inspire Investing, LLC | 0.04% | Reduce -13.2% | 3,708 | $345K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 3,688 | $343K |
| Quadrant Capital Group LLC | 0.01% | Add +136.3% | 3,618 | $336K |
| Envestnet Asset Management Inc. | 0.00% | Add +36.8% | 3,581 | $333K |
| SG Americas Securities, LLC | 0.00% | New | 3,569 | $332K |
| Nebula Research & Development LLC | 0.03% | Reduce -64.6% | 3,565 | $331K |
| Landaas & Co. /Wi | 0.09% | Add +11.6% | 3,533 | $328K |
| Annex Advisory Services, LLC | 0.01% | Add +0.2% | 3,411 | $317K |
| Associated Banc-Corp | 0.01% | No change | 3,360 | $312K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 3,318 | $308K |
| XTX Topco Ltd | 0.02% | New | 3,292 | $306K |
| Security National Bank | 0.06% | No change | 3,269 | $304K |
| Corient Private Wealth LP | 0.00% | Reduce -3.5% | 3,203 | $298K |
| Gsa Capital Partners LLP | 0.03% | New | 3,168 | $294K |
| Madison Asset Management, LLC | 0.00% | No change | 3,138 | $292K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.3% | 3,130 | $291K |
| Wisconsin Wealth Advisors, LLC | 0.42% | No change | 3,117 | $290K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,088 | $287K |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.9% | 3,032 | $282K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.6% | 3,011 | $280K |
| Bokf, NA | 0.00% | Reduce -6.0% | 2,966 | $276K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,945 | $274K |
| Smith Thornton Advisors LLC | 0.16% | No change | 2,835 | $264K |
| North Star Asset Management Inc. | 0.01% | No change | 2,831 | $263K |
| ERn Financial, LLC | 0.04% | Add +0.3% | 2,759 | $256K |
| Xponance LLC | 0.00% | Add +5.0% | 2,725 | $253K |
| KOM Wealth Management Group, LLC | 0.22% | Reduce -10.2% | 2,707 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.8% | 2,684 | $249K |
| Inceptionr LLC | 0.07% | New | 2,662 | $247K |
| IFM Investors Pty Ltd | 0.00% | Reduce -45.8% | 2,610 | $243K |
| CWS Financial Advisors, LLC | 0.08% | Add +0.3% | 2,574 | $239K |
| Choreo, LLC | 0.00% | Add +0.6% | 2,541 | $236K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.5% | 2,508 | $233K |
| Entropy Technologies, LP | 0.02% | New | 2,500 | $232K |
| Mackenzie Financial Corp. | 0.00% | Reduce -0.0% | 2,390 | $222K |
| United Services Automobile Association | 0.01% | New | 2,372 | $220K |
| Focus Partners Wealth | 0.00% | Add +2.3% | 2,291 | $213K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -87.8% | 2,217 | $206K |
| Isthmus Partners, LLC | 0.03% | No change | 2,204 | $205K |
| Jain Global LLC | 0.00% | New | 2,175 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.0% | 1,742 | $162K |
| KBC Group NV | 0.00% | Add +6.6% | 1,575 | $146K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,558 | $145K |
| MJT & Associates Financial Advisory Group, Inc. | 0.13% | — | 1,500 | $139K |
| Steph & Co. | 0.04% | No change | 1,272 | $118K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,128 | $105K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.1% | 1,113 | $103K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 905 | $84K |
| HM Payson & Co. | 0.00% | No change | 884 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 933 | $81K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.1% | 819 | $76K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 815 | $76K |
| Shell Asset Management Co. | 0.00% | Reduce -4.0% | 717 | $67K |
| Blue Trust, Inc. | 0.00% | Reduce -7.4% | 700 | $65K |
| Acadian Asset Management LLC | 0.00% | No change | 686 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 670 | $62K |
| NewEdge Advisors, LLC | 0.00% | No change | 650 | $60K |
| Avalon Trust Co | 0.00% | No change | 600 | $56K |
| eCIO, Inc. | 0.02% | — | 568 | $53K |
| IAG Wealth Partners, LLC | 0.01% | No change | 528 | $49K |
| Parallel Advisors, LLC | 0.00% | Add +12.2% | 526 | $49K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 450 | $42K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 397 | $36K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.5% | 380 | $35K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.1% | 376 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 357 | $33K |
| Versant Capital Management, Inc | 0.01% | No change | 327 | $30K |
| Kestra Investment Management, LLC | 0.00% | New | 310 | $29K |
| Perritt Capital Management Inc | 0.02% | No change | 308 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +32.7% | 292 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +2530.0% | 263 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 234 | $22K |
| Whittier Trust Co. | 0.00% | No change | 229 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 210 | $20K |
| Principal Securities, Inc. | 0.00% | No change | 183 | $17K |
| Covestor Ltd | 0.01% | Add +55.8% | 176 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 150 | $14K |
| Bangor Savings Bank | 0.00% | No change | 135 | $13K |
| Hemington Wealth Management | 0.00% | Add +11.7% | 134 | $12K |
| Fifth Third Bancorp | 0.00% | Add +65.7% | 116 | $11K |
| UMB Bank, n.a. | 0.00% | Add +34.1% | 114 | $11K |
| Rise Advisors, LLC | 0.00% | New | 106 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 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 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 86 | $8K |
| SVB Wealth LLC | 0.00% | New | 86 | $8K |
| Arax Advisory Partners | 0.00% | Add +36.7% | 82 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 77 | $7K |
| Mather Group, Llc. | 0.00% | No change | 72 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 64 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +361.5% | 60 | $6K |
| Allworth Financial LP | 0.00% | Reduce -3.2% | 60 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 52 | $5K |
| WealthCollab, LLC | 0.00% | Reduce -51.9% | 38 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 33 | $3K |
| Quarry LP | 0.00% | Add +12.5% | 27 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 25 | $2K |
| MAI Capital Management | 0.00% | No change | 25 | $2K |
| Larson Financial Group LLC | 0.00% | Add +500.0% | 24 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 22 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -85.1% | 17 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 13 | $1K |
| Spire Wealth Management | 0.00% | No change | 13 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 11 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.1% | 10 | $930 |
| True Wealth Design, LLC | 0.00% | New | 9 | $837 |
| Brooklyn Investment Group | 0.00% | Add +350.0% | 9 | $837 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $558 |
| SouthState Bank Corp | 0.00% | New | 6 | $558 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 5 | $465 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $465 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $465 |
| Private Wealth Asset Management, LLC | 0.00% | — | 3 | $279 |
| Abound Wealth Management | 0.00% | New | 2 | $186 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -50.0% | 2 | $186 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $93 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -95.2% | 1 | $93 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $93 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $92 |
"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.