Mge EnergyMGEE

13F holders, Q4 2025 (December 31)
313holders +9
35new positions
32sold out
6famous investors
$78.43avg. 13F price*

At the end of Q4 2025, 313 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 9 from Q3 2025. 35 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($448.6M), Vanguard Group Inc. ($356.9M) and State Street Corp. ($148.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$11.3M
Exits32$9.8M

All 13F filers, Q3 2025 → Q4 2025: 647,636 shares bought and 772,113 shares sold, net −124,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Add +1.1% 5,719,942 $448.6M
Vanguard Group Inc. 0.01% Reduce -0.1% 4,551,130 $356.9M
State Street Corp. 0.01% Reduce -1.6% 1,893,153 $148.5M
Geode Capital Management, LLC 0.00% Add +0.4% 921,952 $72.3M
Victory Capital Management Inc. 0.03% Reduce -3.9% 722,349 $56.6M
Dimensional Fund Advisors LP 0.01% Reduce -2.6% 687,309 $53.9M
First Trust Advisors LP 0.03% Reduce -10.8% 455,942 $35.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 421,487 $33.1M
Northern Trust Corp. 0.00% Reduce -5.5% 352,121 $27.6M
Morgan Stanley 0.00% Reduce -2.9% 328,610 $25.8M
Bank of New York Mellon Corp 0.00% Reduce -7.0% 318,652 $25.0M
Gabelli Funds LLC 0.15% Reduce -0.6% 271,200 $21.3M
Qube Research & Technologies Ltd 0.03% Add +62.5% 263,610 $20.7M
Silvercrest Asset Management Group LLC 0.14% Reduce -11.4% 258,976 $20.3M
Goldman Sachs Group Inc. 0.00% Add +9.6% 216,173 $17.0M
Legal & General Group Plc 0.00% Add +0.2% 201,525 $15.8M
Speece Thorson Capital Group Inc. 3.32% Add +44.3% 195,596 $15.3M
Principal Financial Group Inc. 0.01% Reduce -1.2% 174,484 $13.7M
Nuveen, LLC 0.00% Add +0.3% 159,491 $12.5M
Public Sector Pension Investment Board 0.03% Reduce -11.3% 126,437 $9.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +206.0% 109,158 $8.6M
Invesco Ltd. 0.00% Reduce -8.1% 109,089 $8.6M
Tudor Investment Corporation 0.05% Add +7.8% 105,111 $8.2M
UBS Group AG 0.00% Reduce -37.4% 90,149 $7.1M
Rhumbline Advisers 0.01% Reduce -3.7% 84,240 $6.6M
Two Sigma Investments, LP 0.01% Add +3.8% 83,784 $6.6M
ProShare Advisors LLC 0.01% Add +2.7% 82,454 $6.5M
Van Lanschot Kempen Investment Management N.V. 0.05% Reduce -3.9% 80,501 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.3% 74,746 $5.9M
Marshall Wace, LLP 0.01% Reduce -13.9% 74,637 $5.9M
Swiss National Bank 0.00% Add +1.7% 72,050 $5.7M
Ameriprise Financial Inc. 0.00% Reduce -6.6% 68,786 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -5.8% 68,710 $5.4M
Bank of America Corp. 0.00% Reduce -0.7% 66,450 $5.2M
Millennium Management 0.00% Add +35.8% 66,205 $5.2M
Wells Fargo & Company 0.00% Add +69.9% 60,777 $4.8M
Barclays PLC 0.00% Reduce -46.0% 58,221 $4.6M
JPMorgan Chase & Co. 0.00% Reduce -36.6% 53,665 $4.2M
Citadel Advisors 0.00% Add +32.7% 51,117 $4.0M
Harbour Investments, Inc. 0.07% Reduce -32.4% 47,160 $3.7M
Renaissance Technologies 0.01% Add +6.7% 46,300 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +13.9% 46,055 $3.6M
Alliancebernstein L.P. 0.00% Add +6.2% 42,899 $3.4M
Deutsche Bank AG 0.00% Add +2.9% 42,106 $3.3M
Commonwealth Equity Services, LLC 0.00% Add +2.7% 40,412 $3.2M
US Bancorp \de 0.00% Reduce -0.8% 40,200 $3.2M
Royal London Asset Management Ltd. 0.01% Reduce -0.5% 35,414 $2.8M
California State Teachers Retirement System 0.00% Add +4.9% 35,133 $2.8M
Prudential Financial Inc. 0.00% Reduce -7.0% 34,189 $2.7M
Cetera Investment Advisers 0.00% Add +3.9% 32,475 $2.5M
Bank of Montreal 0.00% Add +120.1% 31,749 $2.5M
CANADA LIFE ASSURANCE Co 0.00% No change 31,160 $2.4M
Madison Wealth Partners, Inc 0.41% Reduce -1.8% 28,985 $2.3M
AQR Capital Management 0.00% Reduce -8.3% 27,777 $2.2M
Dark Forest Capital Management LP 0.10% Reduce -11.6% 27,338 $2.1M
Martingale Asset Management L P 0.05% Reduce -0.8% 27,074 $2.1M
Osaic Holdings, Inc. 0.00% Reduce -22.9% 26,598 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +4.8% 26,252 $2.1M
State of Wisconsin Investment Board 0.00% Reduce -13.4% 25,826 $2.0M
Trexquant Investment LP 0.02% Add +17.8% 25,670 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -13.0% 25,109 $2.0M
Royce & Associates LP 0.02% Reduce -1.2% 24,877 $2.0M
Exchange Traded Concepts, LLC 0.02% Add +1.6% 24,048 $1.9M
Magellan Asset Management Ltd 0.02% Add +1.5% 23,793 $1.9M
Merit Financial Group, LLC 0.01% Add +259.3% 23,780 $1.9M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +161.1% 22,382 $1.8M
Jane Street Group, LLC 0.00% Reduce -59.2% 22,316 $1.8M
LPL Financial LLC 0.00% Add +0.8% 21,178 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -4.5% 20,685 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +6.3% 20,437 $1.6M
Macquarie Group Ltd. 0.01% Reduce -9.3% 19,883 $1.6M
State of Alaska, Department of Revenue 0.02% Add +1.4% 19,776 $1.6M
Balyasny Asset Management L.P. 0.00% New 18,110 $1.4M
Verition Fund Management LLC 0.01% New 17,963 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.8% 17,200 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.1% 17,170 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.6% 16,700 $1.3M
Janus Henderson Group PLC 0.00% No change 16,376 $1.3M
State of Tennessee, Department of Treasury 0.00% Add +6.1% 16,009 $1.3M
American Century Companies Inc. 0.00% New 16,246 $1.3M
D. E. Shaw & Co. 0.00% Add +123.5% 16,074 $1.3M
Engineers Gate Manager LP 0.01% Add +79.5% 15,908 $1.2M
Intech Investment Management LLC 0.01% No change 15,663 $1.2M
ExodusPoint Capital Management, LP 0.01% Reduce -32.7% 14,404 $1.1M
Van Eck Associates Corp. 0.00% Add +4.9% 14,237 $1.1M
Alps Advisors Inc. 0.01% Reduce -5.9% 13,887 $1.1M
Park Capital Management, LLC / WI 0.76% Reduce -0.1% 13,459 $1.1M
Hennessy Advisors Inc. 0.04% No change 13,279 $1.0M
Gsa Capital Partners LLP 0.09% Reduce -31.7% 13,216 $1.0M
Advisors Asset Management, Inc. 0.02% Reduce -2.2% 13,127 $1.0M
Lido Advisors, LLC 0.00% No change 11,982 $1.0M
BNP Paribas Financial Markets 0.00% Add +36.1% 12,766 $1.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +45.4% 12,528 $982K
New York State Common Retirement Fund 0.00% No change 12,508 $981K
Savant Capital, LLC 0.01% Add +1.7% 12,459 $977K
KLCM Advisors, Inc. 0.08% No change 12,225 $959K
Comerica Bank 0.00% Reduce -14.8% 11,872 $931K
SG Americas Securities, LLC 0.00% Add +27.6% 11,490 $901K
Sei Investments Co. 0.00% Reduce -3.0% 11,194 $878K
Regal Investment Advisors LLC 0.05% Add +0.6% 11,035 $865K

"% 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 313 holders