Mge EnergyMGEE

13F holders, Q1 2026 (March 31)
317holders +4
39new positions
36sold out
6famous investors
$77.23avg. 13F price*

At the end of Q1 2026, 317 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 4 from Q4 2025. 39 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($422.0M), Vanguard Portfolio Management LLC ($205.8M) and State Street Corp. ($148.3M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions39$41.6M
Exits36$17.3M

All 13F filers, Q4 2025 → Q1 2026: 1,400,960 shares bought and 1,422,018 shares sold, net −21,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 317 holders

BlackRock, Inc. 0.01% Reduce -4.5% 5,459,694 $422.0M
Vanguard Portfolio Management LLC 0.01% — 2,663,101 $205.8M
State Street Corp. 0.01% Add +1.4% 1,918,678 $148.3M
Vanguard Capital Management LLC 0.00% — 1,641,026 $126.8M
Geode Capital Management, LLC 0.00% Add +0.4% 925,771 $71.6M
Dimensional Fund Advisors LP 0.01% Reduce -0.4% 684,267 $52.9M
First Trust Advisors LP 0.02% Reduce -2.0% 446,870 $34.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.8% 418,151 $32.3M
Northern Trust Corp. 0.00% Add +2.5% 360,849 $27.9M
Qube Research & Technologies Ltd 0.04% Add +25.2% 330,037 $25.5M
Bank of New York Mellon Corp 0.00% Add +0.6% 320,415 $24.8M
Morgan Stanley 0.00% Reduce -6.8% 306,393 $23.7M
Deprince Race & Zollo Inc. 0.40% New 277,117 $21.4M
Gabelli Funds LLC 0.14% No change 271,200 $21.0M
Vanguard Fiduciary Trust Co. 0.00% — 246,323 $19.0M
Goldman Sachs Group Inc. 0.00% Add +4.8% 226,486 $17.5M
Silvercrest Asset Management Group LLC 0.12% Reduce -14.6% 221,263 $17.1M
Speece Thorson Capital Group Inc. 3.34% Reduce -3.1% 189,547 $14.7M
Nuveen, LLC 0.00% Add +16.3% 185,454 $14.3M
Legal & General Group Plc 0.00% Reduce -9.4% 182,530 $14.1M
Principal Financial Group Inc. 0.01% Add +2.1% 178,194 $13.8M
Millennium Management 0.01% Add +156.2% 169,646 $13.1M
Two Sigma Investments, LP 0.01% Add +101.8% 169,074 $13.1M
Tudor Investment Corporation 0.07% Add +51.9% 159,622 $12.3M
Victory Capital Management Inc. 0.01% Reduce -81.4% 134,357 $10.4M
Public Sector Pension Investment Board 0.03% Add +3.4% 130,768 $10.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +12.5% 122,768 $9.5M
Invesco Ltd. 0.00% Add +6.5% 116,213 $9.0M
Bank of America Corp. 0.00% Add +50.2% 99,834 $7.7M
Rhumbline Advisers 0.01% Add +1.7% 85,637 $6.6M
ProShare Advisors LLC 0.01% Add +1.1% 83,383 $6.4M
Jane Street Group, LLC 0.01% Add +259.6% 80,249 $6.2M
Point72 Asset Management 0.01% New 80,070 $6.2M
Marshall Wace, LLP 0.01% Add +6.3% 79,327 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.2% 74,605 $5.8M
Swiss National Bank 0.00% No change 72,050 $5.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.7% 68,207 $5.3M
Renaissance Technologies 0.01% Add +46.0% 67,600 $5.2M
Ameriprise Financial Inc. 0.00% Reduce -1.9% 67,447 $5.2M
UBS Group AG 0.00% Reduce -32.3% 61,050 $4.7M
Harbour Investments, Inc. 0.07% Add +26.7% 59,747 $4.6M
T. Rowe Price Associates Inc. 0.00% Add +16.6% 53,686 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -8.2% 49,266 $3.8M
Deutsche Bank AG 0.00% Add +8.4% 45,640 $3.5M
Citadel Advisors 0.00% Reduce -12.1% 44,911 $3.5M
Bank of Montreal 0.00% Add +40.4% 44,565 $3.4M
Alliancebernstein L.P. 0.00% Reduce -6.0% 40,304 $3.2M
Martingale Asset Management L P 0.08% Add +46.7% 39,725 $3.1M
Trexquant Investment LP 0.02% Add +53.6% 39,441 $3.0M
Commonwealth Equity Services, LLC 0.00% Reduce -3.1% 39,146 $3.0M
US Bancorp \de 0.00% Reduce -4.6% 38,336 $3.0M
Prudential Financial Inc. 0.00% Add +8.9% 37,239 $2.9M
American Century Companies Inc. 0.00% Add +118.3% 35,463 $2.7M
California State Teachers Retirement System 0.00% Reduce -0.8% 34,857 $2.7M
AQR Capital Management 0.00% Add +23.2% 34,218 $2.6M
Sei Investments Co. 0.00% Add +193.5% 32,857 $2.5M
SG Americas Securities, LLC 0.00% Add +182.7% 32,477 $2.5M
Wells Fargo & Company 0.00% Reduce -46.7% 32,368 $2.5M
Russell Investments Group, Ltd. 0.00% Add +673.6% 32,291 $2.5M
Cetera Investment Advisers 0.00% Reduce -0.7% 32,253 $2.5M
Madison Wealth Partners, Inc 0.39% Add +9.5% 31,731 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -3.2% 30,152 $2.3M
Magellan Asset Management Ltd 0.03% Add +24.8% 29,683 $2.3M
Merit Financial Group, LLC 0.02% Add +23.5% 29,378 $2.3M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 29,126 $2.3M
Quantbot Technologies LP 0.09% Add +2235.6% 28,868 $2.2M
ExodusPoint Capital Management, LP 0.02% Add +95.7% 28,188 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +7.0% 28,084 $2.2M
Vanguard Investments Australia, Ltd. 0.01% — 27,833 $2.2M
Exchange Traded Concepts, LLC 0.02% Add +14.7% 27,593 $2.1M
Wedge Capital Management L L P 0.04% New 25,903 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -2.9% 24,391 $1.9M
Gsa Capital Partners LLP 0.11% Add +79.0% 23,661 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +1.0% 22,600 $1.7M
Squarepoint Ops LLC 0.00% Add +182.3% 22,543 $1.7M
Royce & Associates LP 0.02% Reduce -13.4% 21,552 $1.7M
HRT Financial LP 0.00% New 21,399 $1.7M
LPL Financial LLC 0.00% Reduce -3.6% 20,425 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -0.8% 20,264 $1.6M
Fifth Third Bancorp 0.00% Add +27266.2% 20,251 $1.6M
MetLife Investment Management, LLC 0.01% Reduce -2.3% 20,208 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -2.9% 19,209 $1.5M
Occudo Quantitative Strategies LP 0.08% Add +76.4% 18,302 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -34.4% 17,441 $1.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.8% 17,311 $1.3M
State of Wisconsin Investment Board 0.00% Reduce -34.3% 16,971 $1.3M
VARCOV Co. 0.48% New 16,770 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 16,674 $1.3M
Janus Henderson Group PLC 0.00% No change 16,376 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -3.0% 16,200 $1.3M
State of Tennessee, Department of Treasury 0.00% No change 16,009 $1.2M
Macquarie Group Ltd. 0.01% Reduce -20.1% 15,894 $1.2M
Vanguard Global Advisers, LLC 0.00% — 15,675 $1.2M
Van Eck Associates Corp. 0.00% Add +4.4% 14,862 $1.1M
Susquehanna International Group, LLP 0.00% New 14,162 $1.1M
Fieldview Capital Management, LLC 0.32% Add +89.6% 14,066 $1.1M
Dark Forest Capital Management LP 0.09% Reduce -49.4% 13,833 $1.1M
Park Capital Management, LLC / WI 1.01% Add +0.1% 13,479 $1.0M
Alps Advisors Inc. 0.00% Reduce -4.7% 13,241 $1.0M
New York State Common Retirement Fund 0.00% No change 12,508 $967K
Quantinno Capital Management LP 0.00% Add +17.6% 12,496 $966K
Hennessy Advisors Inc. 0.03% Reduce -7.5% 12,279 $949K
KLCM Advisors, Inc. 0.08% No change 12,225 $945K
Savant Capital, LLC 0.00% Reduce -3.2% 12,064 $932K
Schonfeld Strategic Advisors LLC 0.01% Add +109.5% 11,702 $904K
Cwm, LLC 0.00% Add +12.9% 11,668 $902K
Voloridge Investment Management, LLC 0.00% New 11,509 $890K
Lido Advisors, LLC 0.00% Reduce -5.4% 11,338 $876K
Regal Investment Advisors LLC 0.05% Add +0.6% 11,106 $858K
NorthRock Partners, LLC 0.01% No change 10,897 $842K
Amalgamated Bank 0.01% Reduce -0.9% 10,530 $814K
Mercer Global Advisors Inc. 0.00% Reduce -1.3% 10,530 $814K
Goldstein Advisors, LLC 0.09% Reduce -0.5% 10,369 $801K
Creative Planning 0.00% Add +24.2% 10,361 $801K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -18.3% 10,241 $792K
Police & Firemen's Retirement System of New Jersey 0.01% No change 10,213 $789K
State Board of Administration of Florida Retirement System 0.00% No change 10,149 $784K
Arizona State Retirement System 0.00% Reduce -1.8% 10,038 $776K
Brevan Howard Capital Management LP 0.01% New 9,931 $768K
MBE Wealth Management, LLC 0.32% Add +0.1% 9,905 $766K
Mackenzie Financial Corp. 0.00% New 9,812 $758K
Yousif Capital Management, LLC 0.01% Reduce -1.4% 9,749 $754K
Raymond James Financial Inc. 0.00% Reduce -1.3% 9,737 $753K
Verition Fund Management LLC 0.01% Reduce -47.6% 9,420 $728K
Teachers Retirement System of the State of Kentucky 0.01% No change 9,154 $707K
Barclays PLC 0.00% Reduce -84.6% 8,990 $695K
ICW Investment Advisors LLC 0.25% Reduce -2.7% 8,982 $694K
Campbell & CO Investment Adviser LLC 0.04% New 8,965 $693K
Intech Investment Management LLC 0.01% Reduce -43.1% 8,904 $688K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +12.0% 8,633 $667K
FORM Wealth Advisors, LLC 0.08% Add +0.1% 8,558 $661K
Quadrature Capital Ltd 0.01% New 8,528 $659K
Oregon Public Employees Retirement Fund 0.01% No change 8,361 $646K
BNP Paribas Financial Markets 0.00% Reduce -35.0% 8,294 $641K
Advisors Asset Management, Inc. 0.01% Reduce -38.7% 8,049 $622K
Engineers Gate Manager LP 0.01% Reduce -51.1% 7,782 $601K
New York State Teachers Retirement System 0.00% Reduce -13.6% 7,521 $581K
First Business Financial Services, Inc. 0.05% Add +19.3% 7,458 $576K
Focus Partners Wealth 0.00% Reduce -2.8% 7,222 $558K
Mangrove Partners Im, LLC 0.04% New 6,932 $536K
HighTower Advisors, LLC 0.00% Reduce -1.4% 6,880 $532K
Thompson Investment Management, Inc. 0.07% Add +0.7% 6,836 $528K
Natixis 0.00% No change 6,800 $526K
Walleye Partners, LLC 0.63% Add +0.6% 6,668 $515K
Inspire Investing, LLC 0.03% Add +11.7% 6,648 $514K
Voya Investment Management LLC 0.00% Reduce -1.5% 6,637 $513K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -36.4% 6,438 $507K
FMR LLC 0.00% Reduce -3.3% 6,428 $497K
XTX Topco Ltd 0.01% New 6,361 $492K
Resona Asset Management Co.,Ltd. 0.00% No change 6,343 $490K
Trust Point Inc. 0.04% Reduce -4.3% 6,315 $488K
North Star Asset Management Inc. 0.02% Add +0.3% 6,306 $487K
Independent Advisor Alliance 0.01% Reduce -0.3% 6,253 $483K
Daiwa Securities Group Inc. 0.00% New 6,078 $470K
Great Valley Advisor Group, Inc. 0.01% Reduce -32.8% 6,072 $469K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.2% 6,061 $468K
Citigroup Inc. 0.00% Reduce -39.0% 5,902 $456K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -46.8% 5,690 $440K
Inceptionr LLC 0.10% New 5,614 $434K
Royal Bank of Canada 0.00% Reduce -17.5% 5,476 $423K
Ethic Inc. 0.01% New 25,382 $414K
Maryland State Retirement & Pension System 0.01% No change 5,321 $411K
Canada Pension Plan Investment Board 0.00% No change 5,200 $402K
Baird Financial Group, Inc. 0.00% Reduce -20.1% 5,085 $393K
Jackson Creek Investment Advisors LLC 0.11% Reduce -0.2% 5,048 $390K
Jones Financial Companies LLLP 0.00% Add +65.9% 4,906 $375K
Vident Advisory, LLC 0.00% Reduce -26.5% 4,727 $365K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.0% 4,714 $364K
EntryPoint Capital, LLC 0.11% Reduce -41.2% 4,660 $360K
Mirabella Financial Services LLP 0.04% New 4,637 $358K
Cerity Partners LLC 0.00% Add +33.4% 4,603 $356K
Valmark Advisers, Inc. 0.00% No change 4,546 $351K
Oarsman Capital, Inc. 0.04% Add +0.0% 4,527 $350K
J.W. Cole Advisors, Inc. 0.01% Add +0.4% 4,460 $345K
GAMMA Investing LLC 0.02% Add +6.6% 4,382 $339K
Tower View Wealth Management LLC 0.17% Reduce -13.0% 4,371 $338K
Glenmede Trust Co. NA 0.00% Add +3.5% 4,356 $337K
Public Employees Retirement Association of Colorado 0.00% No change 4,353 $336K
Stifel Financial Corp. 0.00% Add +0.3% 4,254 $329K
Mutual of America Capital Management LLC 0.00% Add +0.1% 4,182 $323K
Pictet Asset Management Holding SA 0.00% Reduce -36.9% 4,177 $323K
Capstone Investment Advisors, LLC 0.00% Reduce -40.6% 4,104 $317K
RMG Wealth Management LLC 0.04% No change 4,285 $316K
Franklin Resources Inc. 0.00% Reduce -8.0% 4,034 $312K
Wealthspire Advisors, LLC 0.00% Reduce -5.5% 4,002 $309K
Virtu Financial LLC 0.01% New 3,756 $290K
GuidedMoney, LLC 0.15% No change 3,640 $281K
Wisconsin Wealth Advisors, LLC 0.27% Add +15.5% 3,601 $278K
Corient Private Wealth LP 0.00% Add +4.1% 3,524 $272K
Xponance LLC 0.00% Add +19.9% 3,471 $268K
Mariner, LLC 0.00% Add +27.3% 3,429 $265K
Associated Banc-Corp 0.01% No change 3,360 $260K
Annex Advisory Services, LLC 0.00% Add +0.3% 3,273 $253K
Security National Bank 0.04% No change 3,269 $253K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -19.3% 3,246 $251K
Madison Asset Management, LLC 0.00% No change 3,138 $243K
Poehling Capital Management, INC. 0.05% No change 3,128 $242K
IHT Wealth Management, LLC 0.01% No change 3,088 $239K
Ameritas Investment Partners, Inc. 0.01% No change 3,085 $238K
Redmond Asset Management, LLC 0.06% No change 3,062 $237K
Ellenbecker Investment Group 0.03% Add +14.8% 3,048 $236K
Institute for Wealth Management, LLC. 0.03% Reduce -3.6% 3,048 $236K
Blair William & Co. 0.00% Reduce -3.1% 3,005 $232K
PNC Financial Services Group, Inc. 0.00% Reduce -35.9% 2,996 $232K
Axq Capital, LP 0.03% New 2,893 $224K
Morningstar Investment Management LLC 0.01% Reduce -38.4% 2,854 $221K
Brooklyn Investment Group 0.01% New 2,854 $221K
Smith Thornton Advisors LLC 0.11% No change 2,835 $219K
CIBC Bancorp USA Inc. 0.00% — 2,822 $218K
ERn Financial, LLC 0.04% Add +0.4% 2,796 $216K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.9% 2,745 $212K
Dana Investment Advisors, Inc. 0.01% No change 2,671 $206K
Abel Hall, LLC 0.04% New 2,623 $203K
IFM Investors Pty Ltd 0.00% New 2,610 $202K
Quadrant Capital Group LLC 0.01% Reduce -20.4% 2,574 $199K
New Age Alpha Advisors, LLC 0.01% Reduce -2.4% 2,546 $197K
Bokf, NA 0.00% Reduce -29.2% 2,218 $171K
Nisa Investment Advisors, LLC 0.00% Reduce -16.4% 1,981 $153K
Wealth Enhancement Trust Services, Inc. 0.02% Reduce -4.9% 1,883 $146K
Farther Finance Advisors, LLC 0.00% Add +2.1% 1,791 $139K
NBT Bank, N.A. 0.01% New 1,778 $137K
Advisory Services Network, LLC 0.00% New 1,515 $117K
Tower Research Capital LLC (TRC) 0.00% Add +229.5% 1,509 $117K
MJT & Associates Financial Advisory Group, Inc. 0.09% No change 1,500 $116K
Johnson Financial Group, Inc. 0.00% No change 1,497 $116K
UMB Bank, n.a. 0.00% Add +8.7% 1,371 $106K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +17.8% 1,338 $103K
Steph & Co. 0.03% No change 1,272 $98K
Acadian Asset Management LLC 0.00% Add +86.4% 1,279 $98K
KBC Group NV 0.00% No change 1,204 $93K
Geneos Wealth Management Inc. 0.00% No change 1,128 $87K
Hantz Financial Services, Inc. 0.00% Add +166.8% 1,110 $86K
IFP Advisors, Inc 0.00% Add +1.3% 926 $72K
Allworth Financial LP 0.00% Reduce -35.9% 919 $71K
HM Payson & Co. 0.00% No change 884 $68K
AdvisorNet Financial, Inc 0.00% No change 819 $63K
Sterling Capital Management LLC 0.00% Reduce -38.0% 711 $55K
Signaturefd, LLC 0.00% Reduce -8.7% 695 $54K
Washington Trust Advisors, Inc. 0.00% No change 670 $52K
Avalon Trust Co 0.00% No change 600 $46K
Parallel Advisors, LLC 0.00% Add +6.5% 561 $43K
Creative Financial Designs Inc. 0.00% Reduce -22.0% 558 $43K
IAG Wealth Partners, LLC 0.00% Reduce -6.9% 528 $41K
Private Trust Co. NA 0.00% No change 505 $39K
EverSource Wealth Advisors, LLC 0.00% Add +24.6% 502 $39K
Smartleaf Asset Management LLC 0.00% Reduce -67.1% 468 $37K
Versant Capital Management, Inc 0.00% Add +22.1% 464 $36K
Public Employees Retirement System of Ohio 0.00% Add +8.7% 400 $31K
Clarity Asset Management, Inc. 0.02% New 385 $30K
Huntington National Bank 0.00% Add +3.7% 364 $28K
Kemnay Advisory Services Inc. 0.00% New 302 $23K
Monetary Management Group Inc. 0.01% No change 300 $23K
Ares Financial Consulting, LLC 0.02% Add +3857.1% 277 $22K
International Assets Investment Management, LLC 0.00% No change 238 $18K
Steward Partners Investment Advisory, LLC 0.00% Reduce -51.8% 234 $18K
Whittier Trust Co. 0.00% No change 229 $18K
Arax Advisory Partners 0.00% Add +75.0% 224 $17K
Bessemer Group Inc. 0.00% Add +161.2% 222 $17K
Steigerwald, Gordon & Koch Inc. 0.00% No change 200 $15K
Destiny Wealth Partners, LLC 0.00% New 157 $12K
Bartlett & Co. Wealth Management LLC 0.00% No change 150 $12K
Los Angeles Capital Management LLC 0.00% No change 151 $12K
USA Financial Formulas 0.00% New 147 $11K
Bangor Savings Bank 0.00% No change 135 $10K
Harbor Capital Advisors, Inc. 0.00% Add +24.4% 112 $9K
High Note Wealth, LLC 0.00% No change 101 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 96 $7K
McIlrath & Eck, LLC 0.00% No change 95 $7K
Quarry LP 0.00% Add +32.3% 86 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -56.6% 82 $6K
Federation des caisses Desjardins du Quebec 0.00% New 74 $6K
Mather Group, Llc. 0.00% New 65 $5K
Rothschild Investment LLC 0.00% Add +236.8% 64 $5K
First Horizon Corp. 0.00% No change 64 $5K
Root Financial Partners, LLC 0.00% Add +56.1% 64 $5K
Salomon & Ludwin, LLC 0.00% Reduce -74.0% 58 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 57 $4K
Basecamp Wealth Advisors LLC 0.00% Reduce -84.0% 49 $4K
Essential Partners LLC 0.00% Add +92.0% 48 $4K
Fortitude Family Office, LLC 0.00% Add +35.3% 46 $4K
Rockefeller Capital Management L.P. 0.00% Reduce -98.3% 41 $3K
CVA Family Office, LLC 0.00% Add +471.4% 40 $3K
WealthCollab, LLC 0.00% No change 38 $3K
MAI Capital Management 0.00% Add +25.9% 34 $3K
Truvestments Capital LLC 0.00% New 33 $3K
Caitlin John, LLC 0.00% Reduce -42.9% 32 $2K
Parkside Financial Bank & Trust 0.00% Add +357.1% 32 $2K
Brown Brothers Harriman & Co. 0.00% No change 25 $2K
Blue Trust, Inc. 0.00% Reduce -38.2% 21 $2K
Farmers & Merchants Investments Inc. 0.00% No change 20 $2K
TD Private Client Wealth LLC 0.00% New 19 $1K
Whittier Trust Co. of Nevada Inc. 0.00% New 18 $1K
JFS Wealth Advisors, LLC 0.00% Reduce -33.3% 18 $1K
Bare Financial Services, Inc 0.00% Reduce -77.0% 14 $1K
Keating Financial Advisory Services, Inc. 0.00% Add +180.0% 14 $1K
Spire Wealth Management 0.00% No change 13 $994
MassMutual Private Wealth & Trust, FSB 0.00% Add +22.2% 11 $850
Bell Investment Advisors, Inc 0.00% Reduce -52.6% 9 $696
Caitong International Asset Management Co., Ltd 0.00% Reduce -92.5% 9 $696
True Wealth Design, LLC 0.00% New 8 $619
Ankerstar Wealth, LLC 0.00% Add +100.0% 6 $464
DiNuzzo Private Wealth, Inc. 0.00% No change 6 $464
Investors Portfolio Services LLC 0.00% New 6 $448
SJS Investment Consulting Inc. 0.00% Add +66.7% 5 $387
Gilpin Wealth Management, LLC 0.00% New 4 $310
Rialto Wealth Management, LLC 0.00% Add +33.3% 4 $310
Vermillion Wealth Management, Inc. 0.00% New 4 $309
Bay Harbor Wealth Management, LLC 0.00% Add +33.3% 4 $309
Optiver Holding B.V. 0.00% Reduce -94.4% 4 $309
HFM Investment Advisors, LLC 0.00% No change 2 $155
Larson Financial Group LLC 0.00% Reduce -92.3% 2 $155
Abound Wealth Management 0.00% No change 2 $155
Assetmark, Inc. 0.00% Reduce -92.3% 1 $77
SBI Securities Co., Ltd. 0.00% No change 1 $77
Curio Wealth, LLC 0.00% New 1 $77
Hughes Financial Services, LLC 0.00% Reduce -66.7% 1 $77
Covestor Ltd 0.00% Reduce -99.8% 2 $0

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