Mge EnergyMGEE

13F holders, Q3 2025 (September 30)
304holders +9
31new positions
19sold out
7famous investors
$84.18avg. 13F price*

At the end of Q3 2025, 304 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 9 from Q2 2025. 31 opened new positions and 19 sold out. The largest holders were BlackRock, Inc. ($476.4M), Vanguard Group Inc. ($383.4M) and State Street Corp. ($162.0M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions31$8.4M
Exits19$32.8M

All 13F filers, Q2 2025 → Q3 2025: 651,577 shares bought and 1,174,205 shares sold, net −522,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 304 holders

BlackRock, Inc. 0.01% Reduce -0.4% 5,659,716 $476.4M
Vanguard Group Inc. 0.01% Reduce -0.6% 4,554,739 $383.4M
State Street Corp. 0.01% Reduce -1.1% 1,924,644 $162.0M
Geode Capital Management, LLC 0.00% Add +0.6% 918,260 $77.3M
Victory Capital Management Inc. 0.04% Reduce -1.3% 751,610 $63.3M
Dimensional Fund Advisors LP 0.01% Reduce -2.4% 705,778 $59.4M
First Trust Advisors LP 0.03% Add +2.3% 511,382 $43.0M
Charles Schwab Investment Management Inc. 0.01% Add +0.1% 427,172 $36.0M
Northern Trust Corp. 0.00% Reduce -1.8% 372,755 $31.4M
Bank of New York Mellon Corp 0.01% Reduce -2.3% 342,588 $28.8M
Morgan Stanley 0.00% Add +0.7% 338,272 $28.5M
Silvercrest Asset Management Group LLC 0.16% Reduce -3.3% 292,350 $24.6M
Gabelli Funds LLC 0.16% No change 272,800 $23.0M
Legal & General Group Plc 0.00% Reduce -4.5% 201,141 $16.9M
Goldman Sachs Group Inc. 0.00% Add +13.9% 197,296 $16.6M
Principal Financial Group Inc. 0.01% Reduce -9.5% 176,606 $14.9M
Qube Research & Technologies Ltd 0.02% Add +167.6% 162,217 $13.7M
Nuveen, LLC 0.00% Reduce -26.3% 159,011 $13.4M
UBS Group AG 0.00% Reduce -11.6% 143,885 $12.1M
Public Sector Pension Investment Board 0.04% Add +14.4% 142,520 $12.0M
Speece Thorson Capital Group Inc. 2.28% Add +20.9% 135,559 $11.4M
Invesco Ltd. 0.00% Reduce -50.3% 118,751 $10.0M
Barclays PLC 0.00% Reduce -59.6% 107,824 $9.1M
Tudor Investment Corporation 0.06% Add +20.8% 97,520 $8.2M
Rhumbline Advisers 0.01% Reduce -3.4% 87,452 $7.4M
Marshall Wace, LLP 0.01% Reduce -27.0% 86,694 $7.3M
JPMorgan Chase & Co. 0.00% Add +49.1% 84,700 $7.1M
Van Lanschot Kempen Investment Management N.V. 0.06% Add +20.5% 83,736 $7.0M
Two Sigma Investments, LP 0.01% Add +181.1% 80,758 $6.8M
ProShare Advisors LLC 0.01% Add +5.3% 80,315 $6.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.7% 75,005 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -7.7% 73,650 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -39.4% 72,977 $6.1M
Swiss National Bank 0.00% Add +1.6% 70,850 $6.0M
Harbour Investments, Inc. 0.13% Reduce -0.0% 69,793 $5.9M
Bank of America Corp. 0.00% Add +14.6% 66,940 $5.6M
Jane Street Group, LLC 0.01% Add +52.7% 54,694 $4.6M
Millennium Management 0.00% Add +253.7% 48,770 $4.1M
First Business Financial Services, Inc. 0.34% Reduce -5.4% 44,382 $3.7M
Renaissance Technologies 0.00% Add +58.4% 43,400 $3.7M
Deutsche Bank AG 0.00% Add +9.0% 40,919 $3.4M
US Bancorp \de 0.00% Reduce -2.9% 40,503 $3.4M
T. Rowe Price Associates Inc. 0.00% Add +4.7% 40,434 $3.4M
Alliancebernstein L.P. 0.00% No change 40,415 $3.4M
Commonwealth Equity Services, LLC 0.00% Reduce -19.1% 39,351 $3.3M
Citadel Advisors 0.00% Reduce -15.9% 38,512 $3.2M
Prudential Financial Inc. 0.00% Reduce -2.2% 36,769 $3.1M
Wells Fargo & Company 0.00% Add +21.6% 35,780 $3.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +59.6% 35,676 $3.0M
Royal London Asset Management Ltd. 0.01% Add +0.4% 35,578 $3.0M
Osaic Holdings, Inc. 0.00% Add +9.5% 34,479 $2.9M
California State Teachers Retirement System 0.00% Add +0.0% 33,489 $2.8M
Cetera Investment Advisers 0.00% Add +6.9% 31,248 $2.6M
Dark Forest Capital Management LP 0.10% Add +8.6% 30,926 $2.6M
CANADA LIFE ASSURANCE Co 0.00% No change 31,160 $2.6M
AQR Capital Management 0.00% Add +119.5% 30,289 $2.5M
State of Wisconsin Investment Board 0.01% Reduce -4.4% 29,824 $2.5M
Madison Wealth Partners, Inc 0.49% Add +0.0% 29,528 $2.5M
Thrivent Financial for Lutherans 0.00% Reduce -1.7% 28,853 $2.4M
Squarepoint Ops LLC 0.01% Reduce -11.6% 27,853 $2.3M
Martingale Asset Management L P 0.06% Add +33.8% 27,278 $2.3M
Royce & Associates LP 0.02% Add +1.1% 25,188 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +19.1% 25,048 $2.1M
Exchange Traded Concepts, LLC 0.02% Add +160.5% 23,661 $2.0M
Magellan Asset Management Ltd 0.02% Add +8.5% 23,443 $2.0M
Macquarie Group Ltd. 0.00% Add +21.6% 21,910 $1.8M
Trexquant Investment LP 0.02% Add +74.0% 21,788 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -2.7% 21,665 $1.8M
ExodusPoint Capital Management, LP 0.03% Add +99.3% 21,403 $1.8M
LPL Financial LLC 0.00% Reduce -16.2% 21,019 $1.8M
State of Alaska, Department of Revenue 0.02% Reduce -10.3% 19,503 $1.6M
Gsa Capital Partners LLP 0.14% New 19,344 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -2.0% 19,218 $1.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.6% 18,261 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 17,157 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -1.8% 16,800 $1.4M
Gotham Asset Management 0.01% Add +96.3% 16,486 $1.4M
Janus Henderson Group PLC 0.00% No change 16,376 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -2.3% 15,950 $1.3M
Intech Investment Management LLC 0.01% Reduce -7.3% 15,663 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +42.0% 15,084 $1.3M
Two Sigma Advisers, LP 0.00% Add +27.1% 15,000 $1.3M
Alps Advisors Inc. 0.01% Add +17.2% 14,753 $1.2M
Russell Investments Group, Ltd. 0.00% Add +14.0% 14,484 $1.2M
Bank of Montreal 0.00% Reduce -19.4% 14,426 $1.2M
Mercer Global Advisors Inc. 0.00% Add +9.5% 14,117 $1.2M
Comerica Bank 0.00% Reduce -16.5% 13,943 $1.2M
Van Eck Associates Corp. 0.00% Add +8.4% 13,575 $1.1M
Park Capital Management, LLC / WI 0.91% Add +0.4% 13,467 $1.1M
Advisors Asset Management, Inc. 0.02% Add +5.7% 13,420 $1.1M
Man Group plc 0.00% Add +27.0% 13,317 $1.1M
Hennessy Advisors Inc. 0.04% Reduce -13.1% 13,279 $1.1M
Citigroup Inc. 0.00% Reduce -75.2% 13,177 $1.1M
New York State Common Retirement Fund 0.00% No change 12,508 $1.1M
Savant Capital, LLC 0.01% Add +28.3% 12,252 $1.0M
KLCM Advisors, Inc. 0.10% No change 12,225 $1.0M
Cwm, LLC 0.00% Add +4.5% 12,225 $1.0M
Lido Advisors, LLC 0.00% Add +0.5% 11,982 $1.0M
Occudo Quantitative Strategies LP 0.12% Add +0.8% 11,583 $975K
Sei Investments Co. 0.00% Add +17.4% 11,539 $971K
Yousif Capital Management, LLC 0.01% Reduce -17.1% 11,291 $950K
NorthRock Partners, LLC 0.02% Reduce -0.2% 11,150 $939K
Regal Investment Advisors LLC 0.06% Add +0.6% 10,970 $923K
Arizona State Retirement System 0.00% Add +1.3% 10,769 $907K
Caitlin John, LLC 0.62% Add +2.8% 10,658 $897K
Amalgamated Bank 0.01% Add +1.8% 10,583 $891K
Goldstein Advisors, LLC 0.11% Add +0.1% 10,414 $877K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.5% 10,384 $874K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.5% 10,300 $862K
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.3% 10,227 $861K
Raymond James Financial Inc. 0.00% Reduce -10.7% 10,198 $858K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.3% 10,149 $854K
MBE Wealth Management, LLC 0.36% Add +16.6% 9,878 $832K
Quantinno Capital Management LP 0.00% Add +22.4% 9,594 $808K
BNP Paribas Financial Markets 0.00% Add +32.1% 9,377 $789K
ICW Investment Advisors LLC 0.28% Add +4.5% 9,269 $780K
SG Americas Securities, LLC 0.00% Add +59.2% 9,005 $758K
Engineers Gate Manager LP 0.01% New 8,860 $746K
Creative Planning 0.00% Reduce -9.6% 8,838 $744K
New York State Teachers Retirement System 0.00% No change 8,800 $741K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.1% 8,614 $725K
Vident Advisory, LLC 0.01% Reduce -25.2% 8,608 $725K
Entropy Technologies, LP 0.05% Add +160.6% 8,600 $724K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 8,572 $722K
AlphaQuest LLC 0.05% Reduce -4.3% 8,272 $696K
HighTower Advisors, LLC 0.00% Add +47.8% 8,242 $694K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.4% 8,193 $690K
EntryPoint Capital, LLC 0.26% Add +21.3% 7,930 $668K
Brevan Howard Capital Management LP 0.01% Add +97.2% 7,825 $659K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +10.1% 7,710 $649K
Aquatic Capital Management LLC 0.01% Reduce -30.6% 7,312 $616K
Franklin Resources Inc. 0.00% Add +38.6% 7,202 $606K
D. E. Shaw & Co. 0.00% Reduce -7.4% 7,191 $605K
Pictet Asset Management Holding SA 0.00% Add +34.5% 7,167 $603K
Inceptionr LLC 0.14% Add +66.4% 7,000 $589K
Susquehanna Portfolio Strategies, LLC 0.01% New 6,981 $588K
Thompson Investment Management, Inc. 0.08% No change 6,792 $572K
Voya Investment Management LLC 0.00% Reduce -33.6% 6,736 $567K
Merit Financial Group, LLC 0.01% Reduce -6.3% 6,619 $557K
Trust Point Inc. 0.04% Add +0.3% 6,578 $554K
Armistice Capital, LLC 0.02% New 6,444 $542K
Resona Asset Management Co.,Ltd. 0.00% Reduce -5.5% 6,414 $540K
HRT Financial LP 0.00% New 6,335 $533K
Independent Advisor Alliance 0.01% Reduce -0.2% 6,267 $528K
North Star Asset Management Inc. 0.02% Add +0.3% 6,264 $527K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +20.6% 6,113 $515K
NorthCoast Asset Management LLC 0.00% Add +3.8% 5,769 $486K
Inspire Investing, LLC 0.04% Add +20.8% 5,377 $453K
Maryland State Retirement & Pension System 0.01% Reduce -51.1% 5,253 $442K
Tower View Wealth Management LLC 0.23% Add +1.1% 5,215 $439K
Royal Bank of Canada 0.00% Reduce -53.8% 5,220 $439K
Baird Financial Group, Inc. 0.00% Reduce -8.1% 5,186 $437K
Vanguard Personalized Indexing Management, LLC 0.00% Add +6.4% 5,161 $434K
Resonant Capital Advisors, LLC 0.03% New 5,098 $429K
RMG Wealth Management LLC 0.06% Add +6.6% 4,812 $416K
Teacher Retirement System of Texas 0.00% Reduce -13.7% 4,785 $403K
Morningstar Investment Management LLC 0.01% New 4,631 $390K
Valmark Advisers, Inc. 0.01% No change 4,546 $383K
Oarsman Capital, Inc. 0.05% Add +0.0% 4,526 $381K
PNC Financial Services Group, Inc. 0.00% Reduce -0.7% 4,490 $378K
Wealthspire Advisors, LLC 0.00% Reduce -10.4% 4,360 $367K
Public Employees Retirement Association of Colorado 0.00% No change 4,353 $366K
Stifel Financial Corp. 0.00% Reduce -0.1% 4,326 $364K
J.W. Cole Advisors, Inc. 0.01% Add +39.8% 4,272 $360K
Cerity Partners LLC 0.00% Reduce -9.9% 4,223 $355K
Johnson Financial Group, Inc. 0.01% No change 4,187 $352K
Mutual of America Capital Management LLC 0.00% Reduce -12.8% 4,093 $345K
GAMMA Investing LLC 0.02% Reduce -12.2% 4,037 $340K
Blair William & Co. 0.00% No change 4,000 $337K
Graham Capital Management, L.P. 0.02% Reduce -45.0% 3,967 $334K
FMR LLC 0.00% Reduce -12.7% 3,944 $332K
CIBC Bancorp USA Inc. 0.00% — 3,937 $331K
Schonfeld Strategic Advisors LLC 0.00% New 3,882 $327K
Legacy Private Trust Co. 0.02% No change 3,792 $319K
Keybank National Association 0.00% Add +7.1% 3,754 $316K
DRW Securities, LLC 0.02% New 3,740 $313K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,587 $302K
Institute for Wealth Management, LLC. 0.03% New 3,501 $295K
Associated Banc-Corp 0.01% No change 3,360 $283K
Corient Private Wealth LP 0.00% Reduce -48.5% 3,281 $276K
Security National Bank 0.04% No change 3,269 $275K
Annex Advisory Services, LLC 0.01% Add +0.3% 3,254 $274K
Landaas & Co. /Wi 0.06% No change 3,166 $267K
Quadrant Capital Group LLC 0.01% Reduce -2.1% 3,159 $266K
Bokf, NA 0.00% Add +0.2% 3,145 $265K
Madison Asset Management, LLC 0.00% No change 3,138 $264K
Summit Global Investments 0.02% Reduce -73.9% 3,119 $263K
Wisconsin Wealth Advisors, LLC 0.25% No change 3,117 $262K
Glenmede Investment Management, LP 0.00% Reduce -0.1% 3,105 $261K
IHT Wealth Management, LLC 0.01% No change 3,088 $260K
Ameritas Investment Partners, Inc. 0.01% Reduce -16.4% 3,085 $260K
Redmond Asset Management, LLC 0.06% Reduce -18.3% 3,062 $258K
Walleye Capital LLC 0.00% New 2,970 $250K
Poehling Capital Management, INC. 0.05% No change 2,928 $246K
Xponance LLC 0.00% Add +1.2% 2,879 $242K
Smith Thornton Advisors LLC 0.13% No change 2,835 $239K
Oak Wealth Advisors LLC 0.14% Reduce -24.8% 2,799 $236K
ERn Financial, LLC 0.05% Add +0.3% 2,776 $234K
Susquehanna International Group, LLP 0.00% Reduce -94.0% 2,738 $230K
Dana Investment Advisors, Inc. 0.01% Reduce -19.5% 2,671 $225K
Beacon Pointe Advisors, LLC 0.00% New 2,652 $223K
Choreo, LLC 0.00% Reduce -1.4% 2,594 $218K
KOM Wealth Management Group, LLC 0.16% Reduce -1.0% 2,589 $218K
Crossmark Global Holdings, Inc. 0.00% Reduce -17.5% 2,587 $218K
IFM Investors Pty Ltd 0.00% No change 2,610 $217K
Rockefeller Capital Management L.P. 0.00% New 2,581 $217K
Praxis Investment Management Inc. 0.01% No change 2,550 $215K
Mackenzie Financial Corp. 0.00% Reduce -0.2% 2,547 $214K
Nisa Investment Advisors, LLC 0.00% Add +4.9% 2,540 $214K
Quantbot Technologies LP 0.01% New 2,526 $213K
Ellenbecker Investment Group 0.03% New 2,455 $207K
Freestone Grove Partners LP 0.00% New 2,407 $203K
STRS Ohio 0.00% Reduce -81.5% 2,200 $185K
Farther Finance Advisors, LLC 0.00% Add +0.6% 1,738 $146K
Allworth Financial LP 0.00% Add +4.2% 1,581 $133K
MJT & Associates Financial Advisory Group, Inc. 0.10% No change 1,500 $126K
iSAM Funds (UK) Ltd 0.02% New 1,413 $119K
Smartleaf Asset Management LLC 0.01% Add +3.1% 1,367 $114K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.7% 1,304 $110K
Creative Financial Designs Inc. 0.01% Reduce -81.8% 1,286 $108K
Steph & Co. 0.03% No change 1,272 $107K
Sterling Capital Management LLC 0.00% Add +142.6% 1,271 $107K
KBC Group NV 0.00% No change 1,204 $101K
Geneos Wealth Management Inc. 0.00% No change 1,128 $95K
IFP Advisors, Inc 0.00% Add +1.3% 950 $80K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 940 $79K
HM Payson & Co. 0.00% No change 884 $74K
Jones Financial Companies LLLP 0.00% Reduce -75.2% 888 $74K
AdvisorNet Financial, Inc 0.00% No change 819 $69K
Perritt Capital Management Inc 0.03% Add +162.3% 808 $68K
Signaturefd, LLC 0.00% Reduce -2.5% 780 $66K
Parallel Advisors, LLC 0.00% Add +28.6% 714 $60K
Acadian Asset Management LLC 0.00% No change 686 $57K
Washington Trust Advisors, Inc. 0.00% No change 670 $56K
Blue Trust, Inc. 0.00% No change 664 $56K
NewEdge Advisors, LLC 0.00% No change 650 $55K
Avalon Trust Co 0.00% No change 600 $51K
IAG Wealth Partners, LLC 0.01% Add +7.4% 567 $48K
Private Trust Co. NA 0.00% No change 505 $43K
Steward Partners Investment Advisory, LLC 0.00% No change 485 $41K
Covestor Ltd 0.02% Reduce -29.2% 476 $40K
Advisory Services Network, LLC 0.00% New 474 $40K
Hilltop National Bank 0.01% No change 462 $39K
Arax Advisory Partners 0.00% Add +394.6% 455 $38K
Huntington National Bank 0.00% Add +11.1% 421 $35K
Public Employees Retirement System of Ohio 0.00% Add +1.1% 359 $30K
Versant Capital Management, Inc 0.00% Add +5.5% 347 $29K
Monetary Management Group Inc. 0.01% No change 300 $25K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.0% 291 $24K
Salomon & Ludwin, LLC 0.00% New 281 $23K
Hantz Financial Services, Inc. 0.00% Reduce -0.8% 254 $21K
Whittier Trust Co. 0.00% No change 229 $19K
Steigerwald, Gordon & Koch Inc. 0.00% New 200 $17K
Shell Asset Management Co. 0.00% Reduce -73.5% 171 $14K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $13K
Principal Securities, Inc. 0.00% No change 139 $12K
UMB Bank, n.a. 0.00% Add +4.5% 139 $12K
Bangor Savings Bank 0.00% No change 135 $11K
Fifth Third Bancorp 0.00% Add +18.0% 131 $11K
Capital Analysts, LLC 0.00% New 133 $11K
Optiver Holding B.V. 0.00% New 112 $9K
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
Hemington Wealth Management 0.00% Add +1.0% 99 $8K
Harbor Capital Advisors, Inc. 0.00% No change 92 $8K
McIlrath & Eck, LLC 0.00% No change 95 $8K
Private Wealth Management Group, LLC 0.00% No change 86 $7K
Bessemer Group Inc. 0.00% Add +2.6% 80 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -84.4% 82 $7K
Quarry LP 0.00% New 77 $6K
Mather Group, Llc. 0.00% New 72 $6K
MAI Capital Management 0.00% Reduce -57.4% 66 $6K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 65 $5K
First Horizon Corp. 0.00% — 64 $5K
Clearstead Advisors, LLC 0.00% New 61 $5K
Bell Investment Advisors, Inc 0.00% Add +11.5% 58 $5K
Essential Partners LLC 0.00% Add +511.1% 55 $5K
Root Financial Partners, LLC 0.00% New 46 $4K
Fortitude Family Office, LLC 0.00% Add +17.6% 40 $3K
WealthCollab, LLC 0.00% No change 38 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Add +230.0% 33 $3K
Bare Financial Services, Inc 0.00% Reduce -64.6% 28 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $2K
JFS Wealth Advisors, LLC 0.00% No change 19 $2K
Spire Wealth Management 0.00% No change 13 $1K
Manchester Capital Management LLC 0.00% New 12 $1K
Global Retirement Partners, LLC 0.00% No change 10 $842
Rialto Wealth Management, LLC 0.00% Add +600.0% 7 $590
Clearstead Trust, LLC 0.00% No change 7 $590
CVA Family Office, LLC 0.00% Reduce -46.1% 7 $589
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $511
Rothschild Investment LLC 0.00% Reduce -89.1% 6 $505
Assetmark, Inc. 0.00% No change 4 $337
Parkside Financial Bank & Trust 0.00% Reduce -69.2% 4 $337
Private Wealth Asset Management, LLC 0.00% No change 3 $253
SJS Investment Consulting Inc. 0.00% No change 3 $253
Abound Wealth Management 0.00% No change 2 $169
HFM Investment Advisors, LLC 0.00% No change 2 $168
Larson Financial Group LLC 0.00% Reduce -95.5% 2 $168
True Wealth Design, LLC 0.00% Reduce -88.9% 1 $85
Bay Harbor Wealth Management, LLC 0.00% No change 1 $84
SBI Securities Co., Ltd. 0.00% No change 1 $84
Cloud Capital Management, LLC 0.00% New 6 $0

"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.