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
NorthRock Partners, LLC 0.01% Reduce -2.3% 10,897 $855K
Y-Intercept (Hong Kong) Ltd 0.02% New 10,702 $839K
Mercer Global Advisors Inc. 0.00% Reduce -24.4% 10,665 $836K
Amalgamated Bank 0.01% Add +0.4% 10,629 $834K
Quantinno Capital Management LP 0.00% Add +10.7% 10,624 $833K
Goldstein Advisors, LLC 0.09% Add +0.1% 10,421 $817K
Occudo Quantitative Strategies LP 0.05% Reduce -10.4% 10,377 $814K
Cwm, LLC 0.00% Reduce -15.5% 10,330 $810K
Arizona State Retirement System 0.00% Reduce -5.0% 10,226 $802K
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.1% 10,213 $801K
State Board of Administration of Florida Retirement System 0.00% No change 10,149 $796K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.7% 10,128 $792K
Yousif Capital Management, LLC 0.01% Reduce -12.4% 9,892 $785K
MBE Wealth Management, LLC 0.32% Add +0.1% 9,891 $776K
Raymond James Financial Inc. 0.00% Reduce -3.3% 9,864 $774K
Citigroup Inc. 0.00% Reduce -26.6% 9,679 $759K
ICW Investment Advisors LLC 0.26% Reduce -0.4% 9,235 $724K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.8% 9,154 $718K
Susquehanna Portfolio Strategies, LLC 0.01% Add +29.6% 9,047 $709K
Great Valley Advisor Group, Inc. 0.01% Reduce -43.4% 9,032 $708K
New York State Teachers Retirement System 0.00% Reduce -1.1% 8,700 $682K
Laurion Capital Management LP 0.05% New 8,694 $682K
FORM Wealth Advisors, LLC 0.08% — 8,550 $671K
Oregon Public Employees Retirement Fund 0.01% Add +2.0% 8,361 $656K
Creative Planning 0.00% Reduce -5.6% 8,341 $654K
Squarepoint Ops LLC 0.00% Reduce -71.3% 7,986 $626K
EntryPoint Capital, LLC 0.24% No change 7,930 $622K
AlphaQuest LLC 0.03% Reduce -5.7% 7,799 $612K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 7,710 $605K
Two Sigma Securities, LLC 0.08% New 7,643 $599K
Focus Partners Wealth 0.00% New 7,431 $583K
Fieldview Capital Management, LLC 0.10% New 7,418 $582K
HighTower Advisors, LLC 0.00% Reduce -15.4% 6,975 $547K
Capstone Investment Advisors, LLC 0.01% New 6,906 $542K
Natixis 0.00% New 6,800 $533K
Thompson Investment Management, Inc. 0.07% No change 6,792 $533K
Voya Investment Management LLC 0.00% No change 6,736 $528K
FMR LLC 0.00% Add +68.5% 6,644 $521K
Royal Bank of Canada 0.00% Add +27.2% 6,639 $520K
Walleye Partners, LLC 0.58% — 6,626 $520K
Pictet Asset Management Holding SA 0.00% Reduce -7.6% 6,622 $519K
Trust Point Inc. 0.04% Add +0.3% 6,595 $517K
Vident Advisory, LLC 0.00% Reduce -25.3% 6,428 $504K
Baird Financial Group, Inc. 0.00% Add +22.7% 6,361 $499K
Resona Asset Management Co.,Ltd. 0.00% Reduce -1.1% 6,343 $497K
North Star Asset Management Inc. 0.02% Add +0.3% 6,284 $493K
Independent Advisor Alliance 0.01% Add +0.1% 6,271 $492K
First Business Financial Services, Inc. 0.04% Reduce -85.9% 6,252 $490K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -2.0% 5,989 $470K
Inspire Investing, LLC 0.04% Add +10.7% 5,953 $467K
Schonfeld Strategic Advisors LLC 0.00% Add +43.9% 5,587 $438K
Maryland State Retirement & Pension System 0.01% Add +1.3% 5,321 $417K
Canada Pension Plan Investment Board 0.00% New 5,200 $408K
Jackson Creek Investment Advisors LLC 0.12% New 5,056 $396K
Tower View Wealth Management LLC 0.19% Reduce -3.6% 5,025 $394K
Resonant Capital Advisors, LLC 0.02% Reduce -2.7% 4,960 $389K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -7.8% 4,760 $373K
PNC Financial Services Group, Inc. 0.00% Add +4.0% 4,671 $366K
Morningstar Investment Management LLC 0.02% No change 4,631 $363K
Valmark Advisers, Inc. 0.00% No change 4,546 $356K
Oarsman Capital, Inc. 0.05% No change 4,526 $355K
J.W. Cole Advisors, Inc. 0.01% Add +4.0% 4,441 $348K
Franklin Resources Inc. 0.00% Reduce -39.1% 4,384 $344K
RMG Wealth Management LLC 0.04% Reduce -10.9% 4,285 $342K
Public Employees Retirement Association of Colorado 0.00% No change 4,353 $341K
Stifel Financial Corp. 0.00% Reduce -2.0% 4,241 $333K
Wealthspire Advisors, LLC 0.00% Reduce -2.9% 4,235 $332K
Glenmede Trust Co. NA 0.00% — 4,208 $330K
Two Sigma Advisers, LP 0.00% Reduce -72.0% 4,200 $329K
Mutual of America Capital Management LLC 0.00% Add +2.0% 4,177 $328K
Russell Investments Group, Ltd. 0.00% Reduce -71.2% 4,174 $327K
GAMMA Investing LLC 0.02% Add +1.8% 4,109 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.1% 4,022 $315K
Keybank National Association 0.00% Add +2.6% 3,853 $302K
Legacy Private Trust Co. 0.02% No change 3,792 $297K
Counterpoint Mutual Funds LLC 0.02% New 3,671 $288K
GuidedMoney, LLC 0.15% — 3,640 $285K
Cerity Partners LLC 0.00% Reduce -18.3% 3,450 $271K
Guggenheim Capital LLC 0.00% New 3,423 $268K
Corient Private Wealth LP 0.00% Add +3.1% 3,384 $265K
Associated Banc-Corp 0.01% No change 3,360 $263K
Security National Bank 0.04% No change 3,269 $256K
Annex Advisory Services, LLC 0.00% Add +0.3% 3,263 $256K
Quadrant Capital Group LLC 0.01% Add +2.4% 3,234 $254K
Institute for Wealth Management, LLC. 0.03% Reduce -9.7% 3,162 $248K
Evergreen Capital Management LLC 0.01% New 3,140 $246K
Madison Asset Management, LLC 0.00% No change 3,138 $246K
Bokf, NA 0.00% Reduce -0.3% 3,134 $246K
Poehling Capital Management, INC. 0.05% Add +6.8% 3,128 $245K
Wisconsin Wealth Advisors, LLC 0.24% No change 3,117 $244K
Blair William & Co. 0.00% Reduce -22.5% 3,100 $243K
IHT Wealth Management, LLC 0.01% No change 3,088 $242K
Ameritas Investment Partners, Inc. 0.01% No change 3,085 $242K
Redmond Asset Management, LLC 0.06% No change 3,062 $240K
Profund Advisors LLC 0.01% New 3,061 $240K
DRW Securities, LLC 0.02% Reduce -19.8% 3,001 $235K
Jones Financial Companies LLLP 0.00% Add +233.1% 2,958 $232K
Xponance LLC 0.00% Add +0.6% 2,895 $227K
Smith Thornton Advisors LLC 0.11% No change 2,835 $222K
Beacon Pointe Advisors, LLC 0.00% Add +6.6% 2,826 $222K
Oak Wealth Advisors LLC 0.13% No change 2,799 $219K
ERn Financial, LLC 0.04% Add +0.3% 2,785 $218K
Mutual Advisors, LLC 0.00% New 2,756 $216K
Mariner, LLC 0.00% New 2,693 $211K
Dana Investment Advisors, Inc. 0.01% No change 2,671 $209K
Ellenbecker Investment Group 0.03% Add +8.2% 2,655 $208K
Choreo, LLC 0.00% Add +0.4% 2,605 $205K
New Age Alpha Advisors, LLC 0.01% New 2,608 $205K
Crossmark Global Holdings, Inc. 0.00% No change 2,587 $203K
KOM Wealth Management Group, LLC 0.14% Reduce -0.9% 2,566 $201K
Rockefeller Capital Management L.P. 0.00% Reduce -3.5% 2,490 $195K
Nisa Investment Advisors, LLC 0.00% Reduce -6.7% 2,371 $186K
Wealth Enhancement Trust Services, Inc. 0.02% — 1,980 $155K
Farther Finance Advisors, LLC 0.00% Add +0.9% 1,754 $138K
MJT & Associates Financial Advisory Group, Inc. 0.09% No change 1,500 $118K
Johnson Financial Group, Inc. 0.00% Reduce -64.3% 1,497 $117K
Allworth Financial LP 0.00% Reduce -9.3% 1,434 $112K
Smartleaf Asset Management LLC 0.00% Add +4.1% 1,423 $112K
Steph & Co. 0.03% No change 1,272 $100K
Kestra Advisory Services, LLC 0.00% New 1,271 $100K
UMB Bank, n.a. 0.00% Add +807.2% 1,261 $99K
Quantbot Technologies LP 0.00% Reduce -51.1% 1,236 $97K
KBC Group NV 0.00% No change 1,204 $94K
Sterling Capital Management LLC 0.00% Reduce -9.8% 1,147 $90K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,136 $89K
Geneos Wealth Management Inc. 0.00% No change 1,128 $88K
CIBC Private Wealth Group LLC 0.00% Add +1.3% 952 $75K
IFP Advisors, Inc 0.00% Reduce -3.8% 914 $72K
HM Payson & Co. 0.00% No change 884 $69K
Covestor Ltd 0.04% Add +84.5% 878 $69K
AdvisorNet Financial, Inc 0.00% No change 819 $64K
Signaturefd, LLC 0.00% Reduce -2.4% 761 $60K
Creative Financial Designs Inc. 0.00% Reduce -44.4% 715 $56K
Acadian Asset Management LLC 0.00% No change 686 $53K
Washington Trust Advisors, Inc. 0.00% No change 670 $53K
Avalon Trust Co 0.00% No change 600 $47K
eCIO, Inc. 0.02% New 568 $45K
IAG Wealth Partners, LLC 0.01% No change 567 $44K
Parallel Advisors, LLC 0.00% Reduce -26.2% 527 $41K
Private Trust Co. NA 0.00% No change 505 $40K
Steward Partners Investment Advisory, LLC 0.00% No change 485 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.9% 458 $36K
Hantz Financial Services, Inc. 0.00% Add +63.8% 416 $33K
EverSource Wealth Advisors, LLC 0.00% Add +38.5% 403 $32K
Versant Capital Management, Inc 0.00% Add +9.5% 380 $30K
Public Employees Retirement System of Ohio 0.00% Add +2.5% 368 $29K
Huntington National Bank 0.00% Reduce -16.6% 351 $28K
Basecamp Wealth Advisors LLC 0.01% — 307 $24K
Hilltop National Bank 0.01% Reduce -35.1% 300 $24K
Monetary Management Group Inc. 0.01% No change 300 $24K
International Assets Investment Management, LLC 0.00% New 238 $19K
Whittier Trust Co. 0.00% No change 229 $18K
Salomon & Ludwin, LLC 0.00% Reduce -20.6% 223 $17K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +130.5% 189 $15K
Flagship Harbor Advisors, LLC 0.00% New 172 $13K
Los Angeles Capital Management LLC 0.00% New 151 $13K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $12K
Bangor Savings Bank 0.00% No change 135 $11K
Arax Advisory Partners 0.00% Reduce -71.9% 128 $10K
Capital Analysts, LLC 0.00% No change 133 $10K
Caitong International Asset Management Co., Ltd 0.00% New 120 $9K
Simplex Trading, LLC 0.00% New 109 $9K
High Note Wealth, LLC 0.00% No change 101 $8K
SageView Advisory Group, LLC 0.00% New 97 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 96 $8K
McIlrath & Eck, LLC 0.00% No change 95 $7K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.2% 90 $7K
Bessemer Group Inc. 0.00% Add +6.3% 85 $7K
Private Wealth Management Group, LLC 0.00% No change 86 $7K
Sound Income Strategies, LLC 0.00% New 73 $6K
Fifth Third Bancorp 0.00% Reduce -43.5% 74 $6K
Optiver Holding B.V. 0.00% Reduce -35.7% 72 $6K
Quarry LP 0.00% Reduce -15.6% 65 $5K
First Horizon Corp. 0.00% No change 64 $5K
Bare Financial Services, Inc 0.00% Add +117.9% 61 $5K
Caitlin John, LLC 0.00% Reduce -99.5% 56 $4K
Root Financial Partners, LLC 0.00% Reduce -10.9% 41 $3K
WealthCollab, LLC 0.00% No change 38 $3K
Fortitude Family Office, LLC 0.00% Reduce -15.0% 34 $3K
Blue Trust, Inc. 0.00% Reduce -94.9% 34 $3K
JFS Wealth Advisors, LLC 0.00% Add +42.1% 27 $2K
MAI Capital Management 0.00% Reduce -59.1% 27 $2K
Red Tortoise LLC 0.00% New 26 $2K
Aster Capital Management (DIFC) Ltd 0.00% New 26 $2K
Larson Financial Group LLC 0.00% Add +1200.0% 26 $2K
Essential Partners LLC 0.00% Reduce -54.5% 25 $2K
Brown Brothers Harriman & Co. 0.00% New 25 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $2K
Bell Investment Advisors, Inc 0.00% Reduce -67.2% 19 $1K
Rothschild Investment LLC 0.00% Add +216.7% 19 $1K
Assetmark, Inc. 0.00% Add +225.0% 13 $1K
Spire Wealth Management 0.00% No change 13 $1K
Global Retirement Partners, LLC 0.00% No change 10 $784
Torren Management, LLC 0.00% — 10 $747
Manchester Capital Management LLC 0.00% Reduce -25.0% 9 $706
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -72.7% 9 $706
Ares Financial Consulting, LLC 0.00% — 7 $549
CVA Family Office, LLC 0.00% No change 7 $549
Parkside Financial Bank & Trust 0.00% Add +75.0% 7 $549
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $471
Keating Financial Advisory Services, Inc. 0.00% — 5 $392
Rialto Wealth Management, LLC 0.00% Reduce -57.1% 3 $236
Kilter Group LLC 0.00% New 3 $236
SJS Investment Consulting Inc. 0.00% No change 3 $236
Ankerstar Wealth, LLC 0.00% — 3 $235
Bay Harbor Wealth Management, LLC 0.00% Add +200.0% 3 $235
Private Wealth Asset Management, LLC 0.00% No change 3 $235
Hughes Financial Services, LLC 0.00% New 3 $235
HFM Investment Advisors, LLC 0.00% No change 2 $157
Abound Wealth Management 0.00% No change 2 $157
SBI Securities Co., Ltd. 0.00% No change 1 $78
Dunhill Financial, LLC 0.00% New 1 $66

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