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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $14.3M |
| Exits | 23 | $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 |
| Royal Bank of Canada | 0.00% | Add +5.3% | 11,301 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -0.0% | 11,169 | $988K |
| Regal Investment Advisors LLC | 0.07% | Add +0.5% | 10,909 | $965K |
| ExodusPoint Capital Management, LP | 0.01% | Add +35.7% | 10,742 | $950K |
| Maryland State Retirement & Pension System | 0.02% | Add +1.6% | 10,738 | $950K |
| Arizona State Retirement System | 0.01% | Add +2.5% | 10,636 | $941K |
| State of Tennessee, Department of Treasury | 0.00% | Add +21.1% | 10,622 | $939K |
| Aquatic Capital Management LLC | 0.02% | Add +4.7% | 10,530 | $931K |
| Man Group plc | 0.00% | Reduce -55.6% | 10,489 | $928K |
| Goldstein Advisors, LLC | 0.12% | Reduce -20.2% | 10,408 | $920K |
| Amalgamated Bank | 0.01% | Add +0.8% | 10,392 | $919K |
| Caitlin John, LLC | 0.84% | Add +105.3% | 10,369 | $917K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 10,147 | $914K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,182 | $900K |
| Voya Investment Management LLC | 0.00% | Add +2.2% | 10,143 | $897K |
| Sei Investments Co. | 0.00% | Add +58.7% | 9,832 | $870K |
| Creative Planning | 0.00% | Add +23.1% | 9,776 | $865K |
| Savant Capital, LLC | 0.01% | Add +91.1% | 9,551 | $845K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 9,082 | $803K |
| Nebula Research & Development LLC | 0.07% | Add +151.8% | 8,975 | $794K |
| ICW Investment Advisors LLC | 0.31% | Add +1.3% | 8,869 | $784K |
| New York State Teachers Retirement System | 0.00% | Add +1.1% | 8,800 | $778K |
| AlphaQuest LLC | 0.08% | Reduce -45.0% | 8,641 | $764K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 8,607 | $761K |
| FORM Wealth Advisors, LLC | 0.09% | Reduce -1.7% | 8,537 | $755K |
| MBE Wealth Management, LLC | 0.33% | Reduce -1.2% | 8,474 | $749K |
| Gotham Asset Management | 0.00% | New | 8,399 | $743K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.2% | 8,393 | $742K |
| Verition Fund Management LLC | 0.00% | Add +78.1% | 8,262 | $731K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +6.0% | 8,230 | $728K |
| Quantinno Capital Management LP | 0.00% | Add +24.3% | 7,837 | $693K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.9% | 7,766 | $687K |
| Graham Capital Management, L.P. | 0.02% | Reduce -54.8% | 7,211 | $638K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +3300.9% | 7,142 | $632K |
| BNP Paribas Financial Markets | 0.00% | Add +134.1% | 7,098 | $628K |
| Creative Financial Designs Inc. | 0.05% | Reduce -1.8% | 7,086 | $627K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.5% | 7,060 | $624K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -18.1% | 7,004 | $619K |
| Thompson Investment Management, Inc. | 0.09% | No change | 6,792 | $601K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +4.5% | 6,788 | $600K |
| Trust Point Inc. | 0.05% | Add +60.6% | 6,561 | $580K |
| EntryPoint Capital, LLC | 0.29% | New | 6,536 | $578K |
| Corient Private Wealth LP | 0.00% | Add +98.8% | 6,368 | $563K |
| Independent Advisor Alliance | 0.02% | Reduce -0.2% | 6,280 | $555K |
| North Star Asset Management Inc. | 0.02% | Add +120.6% | 6,245 | $552K |
| XTX Topco Ltd | 0.02% | Add +88.1% | 6,192 | $548K |
| SG Americas Securities, LLC | 0.00% | Add +58.5% | 5,657 | $500K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.6% | 5,642 | $499K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 5,577 | $493K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.6% | 5,558 | $492K |
| Teacher Retirement System of Texas | 0.00% | Add +4.8% | 5,547 | $491K |
| Capstone Investment Advisors, LLC | 0.01% | New | 5,492 | $486K |
| Los Angeles Capital Management LLC | 0.00% | New | 5,361 | $474K |
| Pictet Asset Management Holding SA | 0.00% | Add +29.6% | 5,329 | $471K |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 5,195 | $459K |
| Tower View Wealth Management LLC | 0.24% | Add +1.8% | 5,157 | $456K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 5,068 | $448K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 4,866 | $430K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.2% | 4,850 | $429K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -69.5% | 4,704 | $416K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -11.0% | 4,694 | $415K |
| Cerity Partners LLC | 0.00% | Reduce -14.4% | 4,685 | $414K |
| Virtu Financial LLC | 0.02% | Reduce -20.0% | 4,630 | $409K |
| GAMMA Investing LLC | 0.03% | Reduce -6.4% | 4,596 | $406K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.8% | 4,550 | $402K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,546 | $402K |
| Oarsman Capital, Inc. | 0.06% | Add +1.6% | 4,525 | $400K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 4,523 | $400K |
| FMR LLC | 0.00% | Add +6.4% | 4,515 | $399K |
| Inspire Investing, LLC | 0.04% | Add +20.1% | 4,452 | $394K |
| RMG Wealth Management LLC | 0.06% | — | 4,514 | $387K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -22.0% | 4,353 | $385K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 4,328 | $383K |
| Inceptionr LLC | 0.09% | Add +58.0% | 4,207 | $372K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -10.7% | 4,187 | $370K |
| Blair William & Co. | 0.00% | No change | 4,000 | $354K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,969 | $351K |
| Legacy Private Trust Co. | 0.02% | No change | 3,792 | $335K |
| Redmond Asset Management, LLC | 0.08% | Reduce -2.3% | 3,749 | $332K |
| Oak Wealth Advisors LLC | 0.21% | New | 3,721 | $329K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,688 | $326K |
| Jones Financial Companies LLLP | 0.00% | Add +1263.1% | 3,585 | $316K |
| Keybank National Association | 0.00% | Reduce -22.8% | 3,505 | $310K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 3,476 | $307K |
| Associated Banc-Corp | 0.01% | No change | 3,360 | $297K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 3,318 | $293K |
| Entropy Technologies, LP | 0.02% | Add +32.0% | 3,300 | $292K |
| Security National Bank | 0.05% | No change | 3,269 | $289K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.9% | 3,245 | $287K |
| Quadrant Capital Group LLC | 0.01% | Reduce -10.8% | 3,226 | $285K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -91.5% | 3,175 | $281K |
| Landaas & Co. /Wi | 0.07% | Reduce -10.4% | 3,166 | $280K |
| Bokf, NA | 0.00% | Add +5.8% | 3,139 | $278K |
| Madison Asset Management, LLC | 0.00% | No change | 3,138 | $278K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.2% | 3,136 | $277K |
| Wisconsin Wealth Advisors, LLC | 0.32% | No change | 3,117 | $276K |
| Glenmede Investment Management, LP | 0.00% | — | 3,109 | $275K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,088 | $273K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.7% | 3,055 | $270K |
| Poehling Capital Management, INC. | 0.06% | Reduce -32.7% | 2,928 | $259K |
| Xponance LLC | 0.00% | Add +4.4% | 2,846 | $252K |
| Smith Thornton Advisors LLC | 0.14% | No change | 2,835 | $251K |
| SummitTX Capital, L.P. | 0.01% | Reduce -41.8% | 2,799 | $248K |
| ERn Financial, LLC | 0.05% | Add +0.3% | 2,767 | $245K |
| Choreo, LLC | 0.00% | Add +3.5% | 2,631 | $233K |
| KOM Wealth Management Group, LLC | 0.18% | Reduce -3.4% | 2,615 | $231K |
| IFM Investors Pty Ltd | 0.00% | No change | 2,610 | $231K |
| CWS Financial Advisors, LLC | 0.07% | Add +0.1% | 2,577 | $228K |
| Praxis Investment Management Inc. | 0.01% | Reduce -47.1% | 2,550 | $226K |
| Mackenzie Financial Corp. | 0.00% | Add +6.8% | 2,553 | $226K |
| Scientech Research LLC | 0.05% | New | 2,443 | $216K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -3.4% | 2,422 | $214K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 2,324 | $206K |
| NBT Bank, N.A. | 0.01% | New | 1,767 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.9% | 1,727 | $153K |
| Allworth Financial LP | 0.00% | Add +2430.0% | 1,518 | $134K |
| MJT & Associates Financial Advisory Group, Inc. | 0.16% | No change | 1,500 | $133K |
| Smartleaf Asset Management LLC | 0.01% | Add +19.1% | 1,326 | $117K |
| Steph & Co. | 0.04% | No change | 1,272 | $112K |
| KBC Group NV | 0.00% | Reduce -23.6% | 1,204 | $106K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,128 | $100K |
| IFP Advisors, Inc | 0.00% | Add +3.6% | 938 | $83K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.4% | 937 | $83K |
| HM Payson & Co. | 0.00% | No change | 884 | $78K |
| AdvisorNet Financial, Inc | 0.00% | No change | 819 | $72K |
| Signaturefd, LLC | 0.00% | Reduce -1.8% | 800 | $71K |
| Acadian Asset Management LLC | 0.00% | No change | 686 | $60K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 670 | $59K |
| Covestor Ltd | 0.03% | Add +281.8% | 672 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 664 | $59K |
| NewEdge Advisors, LLC | 0.00% | No change | 650 | $57K |
| Shell Asset Management Co. | 0.00% | Reduce -9.9% | 646 | $57K |
| Avalon Trust Co | 0.00% | No change | 600 | $53K |
| Parallel Advisors, LLC | 0.00% | Add +5.5% | 555 | $49K |
| IAG Wealth Partners, LLC | 0.01% | No change | 528 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +47.3% | 526 | $47K |
| Sterling Capital Management LLC | 0.00% | Add +39.4% | 524 | $46K |
| Private Trust Co. NA | 0.00% | New | 505 | $45K |
| Zimmer Partners, LP | 0.00% | New | 490 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +107.3% | 485 | $43K |
| Hilltop National Bank | 0.01% | — | 462 | $41K |
| Huntington National Bank | 0.00% | Reduce -15.8% | 379 | $34K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.6% | 355 | $31K |
| Versant Capital Management, Inc | 0.00% | Add +0.6% | 329 | $29K |
| Kestra Investment Management, LLC | 0.00% | No change | 310 | $27K |
| Perritt Capital Management Inc | 0.01% | No change | 308 | $27K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.7% | 300 | $27K |
| Hantz Financial Services, Inc. | 0.00% | New | 256 | $23K |
| Whittier Trust Co. | 0.00% | No change | 229 | $20K |
| MAI Capital Management | 0.00% | Add +520.0% | 155 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 150 | $13K |
| Principal Securities, Inc. | 0.00% | Reduce -24.0% | 139 | $12K |
| Bangor Savings Bank | 0.00% | No change | 135 | $12K |
| UMB Bank, n.a. | 0.00% | Add +16.7% | 133 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 111 | $10K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 113 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 106 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 101 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 96 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $8K |
| Arax Advisory Partners | 0.00% | Add +12.2% | 92 | $8K |
| Hemington Wealth Management | 0.00% | Reduce -26.9% | 98 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +19.5% | 92 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 86 | $8K |
| Bessemer Group Inc. | 0.00% | Add +358.8% | 78 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +259.1% | 79 | $7K |
| First Horizon Advisors, Inc. | 0.00% | No change | 64 | $6K |
| Rothschild Investment LLC | 0.00% | Add +120.0% | 55 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 52 | $5K |
| Larson Financial Group LLC | 0.00% | Add +83.3% | 44 | $4K |
| WealthCollab, LLC | 0.00% | No change | 38 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +3.0% | 34 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -17.4% | 19 | $2K |
| Brooklyn Investment Group | 0.00% | Add +88.9% | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +550.0% | 13 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 13 | $1K |
| Spire Wealth Management | 0.00% | No change | 13 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 10 | $884 |
| Global Retirement Partners, LLC | 0.00% | — | 10 | $884 |
| True Wealth Design, LLC | 0.00% | No change | 9 | $796 |
| Essential Partners LLC | 0.00% | — | 9 | $796 |
| Clearstead Trust, LLC | 0.00% | New | 7 | $620 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $531 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 4 | $354 |
| Assetmark, Inc. | 0.00% | New | 4 | $354 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $266 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $265 |
| Abound Wealth Management | 0.00% | No change | 2 | $177 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $177 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $89 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $88 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $88 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $88 |
"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.