Mge EnergyMGEE

13F holders, Q2 2025 (June 30)
295holders
20new positions
23sold out
7famous investors
$88.44avg. 13F price*

At the end of Q2 2025, 295 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, unchanged from Q1 2025. 20 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($502.7M), Vanguard Group Inc. ($405.1M) and State Street Corp. ($172.1M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions20$14.3M
Exits23$10.5M

All 13F filers, Q1 2025 → Q2 2025: 1,081,465 shares bought and 1,170,705 shares sold, net −89,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 295 holders

BlackRock, Inc. 0.01% Reduce -1.3% 5,683,819 $502.7M
Vanguard Group Inc. 0.01% Add +0.3% 4,580,674 $405.1M
State Street Corp. 0.01% Reduce -0.9% 1,946,365 $172.1M
Geode Capital Management, LLC 0.01% Add +1.8% 912,735 $80.7M
Victory Capital Management Inc. 0.04% Reduce -6.6% 761,733 $67.4M
Dimensional Fund Advisors LP 0.01% Reduce -2.2% 723,339 $64.0M
First Trust Advisors LP 0.04% Add +407.1% 499,950 $44.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.1% 426,737 $37.7M
Northern Trust Corp. 0.00% Reduce -3.8% 379,418 $33.6M
Bank of New York Mellon Corp 0.01% Add +1.3% 350,726 $31.0M
Morgan Stanley 0.00% Add +1.5% 335,908 $29.7M
T. Rowe Price Investment Management, Inc. 0.02% Reduce -63.2% 316,320 $28.0M
Silvercrest Asset Management Group LLC 0.18% Reduce -6.5% 302,317 $26.7M
Gabelli Funds LLC 0.17% Reduce -0.4% 272,800 $24.1M
Barclays PLC 0.01% Reduce -1.1% 266,798 $23.6M
Invesco Ltd. 0.00% Add +14.3% 238,747 $21.1M
Nuveen, LLC 0.01% Reduce -4.1% 215,739 $19.1M
Legal & General Group Plc 0.00% Add +2.9% 210,602 $18.6M
Principal Financial Group Inc. 0.01% Reduce -0.5% 195,150 $17.3M
Goldman Sachs Group Inc. 0.00% Reduce -14.1% 173,218 $15.3M
UBS Group AG 0.00% Reduce -13.8% 162,684 $14.4M
Public Sector Pension Investment Board 0.05% Add +8.5% 124,551 $11.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +39.1% 120,434 $10.7M
Marshall Wace, LLP 0.01% Add +57.2% 118,819 $10.5M
Speece Thorson Capital Group Inc. 2.02% Add +2.4% 112,160 $9.9M
Rhumbline Advisers 0.01% Add +1.8% 90,493 $8.0M
Tudor Investment Corporation 0.05% Add +112.1% 80,734 $7.1M
Ameriprise Financial Inc. 0.00% Reduce -5.8% 79,787 $7.1M
ProShare Advisors LLC 0.01% Add +788.8% 76,265 $6.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.1% 74,460 $6.6M
Harbour Investments, Inc. 0.16% Add +3.8% 69,820 $6.2M
Swiss National Bank 0.00% Reduce -0.6% 69,750 $6.2M
Van Lanschot Kempen Investment Management N.V. 0.06% New 69,496 $6.1M
Qube Research & Technologies Ltd 0.01% Add +84.5% 60,631 $5.4M
Bank of America Corp. 0.00% Reduce -18.8% 58,431 $5.2M
JPMorgan Chase & Co. 0.00% Reduce -35.3% 56,801 $5.0M
Citigroup Inc. 0.00% Reduce -2.2% 53,154 $4.7M
Commonwealth Equity Services, LLC 0.01% Add +2.5% 48,653 $4.3M
First Business Financial Services, Inc. 0.37% Add +1.4% 46,899 $4.1M
Citadel Advisors 0.00% Add +63.8% 45,789 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -14.0% 45,656 $4.0M
US Bancorp \de 0.00% Add +5.6% 41,695 $3.7M
Alliancebernstein L.P. 0.00% Add +0.0% 40,415 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +6.3% 38,620 $3.4M
Prudential Financial Inc. 0.00% Add +6.5% 37,609 $3.3M
Deutsche Bank AG 0.00% Reduce -9.4% 37,550 $3.3M
Jane Street Group, LLC 0.01% Reduce -52.3% 35,809 $3.2M
Royal London Asset Management Ltd. 0.01% Add +6.2% 35,422 $3.1M
California State Teachers Retirement System 0.00% Add +0.3% 33,487 $3.0M
Squarepoint Ops LLC 0.01% Reduce -18.1% 31,523 $2.8M
Osaic Holdings, Inc. 0.01% Add +84.4% 31,499 $2.8M
State of Wisconsin Investment Board 0.01% Reduce -10.2% 31,195 $2.8M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.3% 31,160 $2.8M
Madison Wealth Partners, Inc 0.57% Add +1.0% 29,524 $2.6M
Wells Fargo & Company 0.00% Add +4.6% 29,424 $2.6M
Thrivent Financial for Lutherans 0.01% Add +10.3% 29,344 $2.6M
Cetera Investment Advisers 0.00% Add +0.2% 29,224 $2.6M
Two Sigma Investments, LP 0.00% Reduce -21.8% 28,727 $2.5M
Dark Forest Capital Management LP 0.10% New 28,481 $2.5M
Renaissance Technologies 0.00% Add +621.0% 27,400 $2.4M
LPL Financial LLC 0.00% Add +3.2% 25,092 $2.2M
Royce & Associates LP 0.02% Add +16.4% 24,922 $2.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +184.3% 22,348 $2.0M
MetLife Investment Management, LLC 0.01% Add +3.3% 22,267 $2.0M
State of Alaska, Department of Revenue 0.02% Add +8.4% 21,747 $1.9M
Magellan Asset Management Ltd 0.02% Reduce -5.0% 21,613 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +1.1% 21,037 $1.9M
Martingale Asset Management L P 0.04% Reduce -0.5% 20,390 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.8% 20,241 $1.8M
Illinois Municipal Retirement Fund 0.02% Add +7.5% 19,610 $1.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.9% 19,348 $1.7M
Macquarie Group Ltd. 0.00% Add +25.5% 18,015 $1.6M
Bank of Montreal 0.00% Add +26.4% 17,889 $1.6M
Louisiana State Employees Retirement System 0.03% No change 17,100 $1.5M
Intech Investment Management LLC 0.01% Reduce -18.7% 16,897 $1.5M
Comerica Bank 0.01% Add +37.3% 16,702 $1.5M
Janus Henderson Group PLC 0.00% No change 16,376 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -3.4% 16,329 $1.4M
Hennessy Advisors Inc. 0.05% Add +62.9% 15,279 $1.4M
AQR Capital Management 0.00% Add +66.7% 13,796 $1.2M
Millennium Management 0.00% Reduce -44.8% 13,790 $1.2M
Yousif Capital Management, LLC 0.01% Add +2.0% 13,618 $1.2M
Park Capital Management, LLC / WI 1.10% Reduce -0.0% 13,417 $1.2M
Mercer Global Advisors Inc. 0.00% Add +4.4% 12,895 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -2.1% 12,705 $1.1M
Advisors Asset Management, Inc. 0.02% Add +20.9% 12,692 $1.1M
Alps Advisors Inc. 0.01% Reduce -0.7% 12,584 $1.1M
Van Eck Associates Corp. 0.00% Add +9.7% 12,528 $1.1M
Trexquant Investment LP 0.01% New 12,524 $1.1M
New York State Common Retirement Fund 0.00% Add +10.6% 12,508 $1.1M
KLCM Advisors, Inc. 0.11% No change 12,225 $1.1M
Summit Global Investments 0.06% New 11,969 $1.1M
Lido Advisors, LLC 0.01% Add +177.1% 11,926 $1.1M
STRS Ohio 0.00% Add +3.5% 11,900 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -41.0% 11,800 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -7.5% 11,739 $1.0M
Cwm, LLC 0.00% Reduce -1.8% 11,698 $1.0M
Vident Advisory, LLC 0.01% Add +5.3% 11,514 $1.0M
Occudo Quantitative Strategies LP 0.11% Reduce -6.6% 11,493 $1.0M
Raymond James Financial Inc. 0.00% Add +42.2% 11,418 $1.0M

"% 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 295 holders