Mge EnergyMGEE
13F holders, Q2 2026 (June 30)337holders +20
54new positions
32sold out
9famous investors
$81.53avg. 13F price*
At the end of Q2 2026, 337 institutions reported holding Mge Energy Inc. (MGEE) in their 13F filings, up 20 from Q1 2026. 54 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($496.9M), Vanguard Portfolio Management LLC ($227.8M) and State Street Corp. ($167.1M). 9 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $213.7M |
| Exits | 32 | $26.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,714,937 shares bought and 1,021,709 shares sold, net +4,693,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 337 holders
| BlackRock, Inc. | 0.01% | Add +11.6% | 6,093,900 | $496.9M |
| Vanguard Portfolio Management LLC | 0.01% | Add +4.9% | 2,793,808 | $227.8M |
| State Street Corp. | 0.00% | Add +6.8% | 2,049,814 | $167.1M |
| Vanguard Capital Management LLC | 0.00% | Add +3.8% | 1,702,695 | $138.8M |
| Geode Capital Management, LLC | 0.00% | Add +8.6% | 1,005,058 | $82.0M |
| Zimmer Partners, LP | 1.93% | New | 1,000,000 | $81.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.4% | 700,969 | $57.2M |
| Morgan Stanley | 0.00% | Add +78.0% | 545,468 | $44.5M |
| Westwood Holdings Group Inc. | 0.33% | New | 530,621 | $43.3M |
| Gabelli Funds LLC | 0.27% | Add +89.4% | 513,700 | $41.9M |
| Two Sigma Investments, LP | 0.03% | Add +188.0% | 486,961 | $39.7M |
| First Trust Advisors LP | 0.02% | Add +0.1% | 447,445 | $36.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.9% | 434,562 | $35.4M |
| Northern Trust Corp. | 0.00% | Add +9.3% | 394,580 | $32.2M |
| Deprince Race & Zollo Inc. | 0.48% | Add +26.6% | 350,904 | $28.6M |
| Nuveen, LLC | 0.01% | Add +82.1% | 337,689 | $27.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 332,193 | $27.1M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -0.1% | 329,710 | $26.9M |
| AQR Capital Management | 0.01% | Add +777.6% | 300,293 | $24.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.5% | 249,913 | $20.4M |
| Speece Thorson Capital Group Inc. | 3.99% | Add +20.6% | 228,679 | $18.6M |
| Yaupon Capital Management LP | 0.54% | New | 200,000 | $16.3M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 189,397 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.7% | 184,129 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.4% | 182,427 | $14.9M |
| Citadel Advisors | 0.01% | Add +228.9% | 147,735 | $12.0M |
| Public Sector Pension Investment Board | 0.03% | Reduce -0.8% | 129,684 | $10.6M |
| Segall Bryant & Hamill, LLC | 0.12% | New | 125,019 | $10.2M |
| Seven Grand Managers, LLC | 0.41% | New | 125,000 | $10.2M |
| Tudor Investment Corporation | 0.04% | Reduce -22.1% | 124,286 | $10.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.6% | 119,543 | $9.7M |
| Victory Capital Management Inc. | 0.01% | Reduce -15.2% | 113,927 | $9.3M |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 111,477 | $9.1M |
| Soros Fund Management | 0.15% | New | 106,813 | $8.7M |
| Millennium Management | 0.01% | Reduce -38.2% | 104,886 | $8.6M |
| UBS Group AG | 0.00% | Add +64.4% | 100,350 | $8.2M |
| Burkehill Global Management, LP | 0.31% | New | 100,000 | $8.2M |
| ProShare Advisors LLC | 0.01% | Add +10.7% | 92,281 | $7.5M |
| Rhumbline Advisers | 0.01% | Add +7.0% | 91,655 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Add +22.9% | 82,910 | $6.8M |
| Bank of America Corp. | 0.00% | Reduce -17.1% | 82,804 | $6.8M |
| Renaissance Technologies | 0.01% | Add +20.3% | 81,300 | $6.6M |
| Swiss National Bank | 0.00% | Add +2.4% | 73,750 | $6.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Reduce -1.6% | 73,449 | $6.0M |
| Vennlight Capital Management, LP | 3.75% | New | 68,585 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.4% | 65,895 | $5.4M |
| Point72 Asset Management | 0.01% | Reduce -17.7% | 65,875 | $5.4M |
| American Century Companies Inc. | 0.00% | Add +84.9% | 65,581 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Add +4.9% | 62,664 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.5% | 62,010 | $5.1M |
| Balyasny Asset Management L.P. | 0.01% | New | 57,983 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +68.3% | 54,484 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +337.4% | 51,187 | $4.2M |
| Deutsche Bank AG | 0.00% | Add +11.8% | 51,012 | $4.2M |
| Martingale Asset Management L P | 0.09% | Add +23.2% | 48,934 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.1% | 43,787 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +23.8% | 43,145 | $3.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +32.3% | 42,732 | $3.5M |
| Jump Financial, LLC | 0.03% | New | 42,694 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.8% | 39,448 | $3.2M |
| Prudential Financial Inc. | 0.00% | Add +4.5% | 38,934 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 40,604 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -3.6% | 36,960 | $3.0M |
| Trexquant Investment LP | 0.02% | Reduce -9.1% | 35,872 | $2.9M |
| Algert Global LLC | 0.03% | New | 33,810 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce 0.0% | 32,252 | $2.6M |
| Madison Wealth Partners, Inc | 0.33% | Add +0.3% | 31,812 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +74.8% | 30,480 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +3.2% | 30,318 | $2.5M |
| Freestone Grove Partners LP | 0.02% | New | 29,855 | $2.4M |
| Magellan Asset Management Ltd | 0.05% | No change | 29,683 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 29,126 | $2.4M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +2.5% | 28,526 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +509.6% | 28,058 | $2.3M |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.5% | 28,007 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +12.0% | 27,323 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -17.4% | 27,131 | $2.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -13.5% | 26,086 | $2.1M |
| Occudo Quantitative Strategies LP | 0.11% | Add +41.4% | 25,875 | $2.1M |
| XTX Topco Ltd | 0.03% | Add +299.1% | 25,390 | $2.1M |
| Dark Forest Capital Management LP | 0.13% | Add +83.4% | 25,372 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +100.9% | 25,102 | $2.0M |
| Savant Capital, LLC | 0.01% | Add +99.9% | 24,114 | $1.9M |
| Macquarie Group Ltd. | 0.01% | Add +46.8% | 23,330 | $1.9M |
| Citigroup Inc. | 0.00% | Add +287.7% | 22,883 | $1.9M |
| Creative Planning | 0.00% | Add +119.7% | 22,762 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +8.3% | 21,888 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5354.0% | 21,816 | $1.8M |
| Mariner, LLC | 0.00% | Add +522.9% | 21,358 | $1.7M |
| Polymer Capital Management (US) LLC | 0.24% | New | 20,000 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +84.7% | 19,450 | $1.6M |
| State of Tennessee, Department of Treasury | 0.00% | Add +20.2% | 19,242 | $1.6M |
| Quadrature Capital Ltd | 0.01% | Add +124.1% | 19,110 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.7% | 18,284 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -9.8% | 18,276 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +112.5% | 17,623 | $1.4M |
| Ieq Capital, LLC | 0.01% | New | 17,404 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.1% | 17,335 | $1.4M |
| Brevan Howard Capital Management LP | 0.02% | Add +73.8% | 17,256 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -40.1% | 16,807 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -62.8% | 16,559 | $1.4M |
| Mairs & Power Inc. | 0.01% | New | 16,508 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.9% | 16,500 | $1.3M |
| Jupiter Topco LLC | 0.00% | — | 16,376 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +5.3% | 15,644 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +142.1% | 15,589 | $1.3M |
| EntryPoint Capital, LLC | 0.30% | Add +227.1% | 15,241 | $1.2M |
| HSBC Holdings PLC | 0.00% | New | 14,624 | $1.2M |
| Park Capital Management, LLC / WI | 0.68% | Add +5.6% | 14,238 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -10.2% | 14,081 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -31.9% | 13,904 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +10.4% | 13,808 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +2.8% | 13,614 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -29.2% | 13,601 | $1.1M |
| Axq Capital, LP | 0.11% | Add +335.1% | 12,586 | $1.0M |
| KLCM Advisors, Inc. | 0.08% | No change | 12,225 | $997K |
| Fifth Third Bancorp | 0.00% | Reduce -40.5% | 12,052 | $983K |
| Centiva Capital, LP | 0.03% | New | 11,970 | $976K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -59.0% | 11,553 | $942K |
| Treasurer of the State of North Carolina | 0.00% | New | 11,382 | $928K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +31.4% | 11,342 | $925K |
| Focus Partners Wealth | 0.00% | Add +55.5% | 11,230 | $916K |
| Regal Investment Advisors LLC | 0.05% | Add +0.6% | 11,174 | $911K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.7% | 11,103 | $905K |
| Royal Bank of Canada | 0.00% | Add +101.9% | 11,058 | $901K |
| Lido Advisors, LLC | 0.00% | Reduce -2.7% | 11,036 | $900K |
| D. E. Shaw & Co. | 0.00% | New | 10,710 | $873K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 10,610 | $865K |
| Squarepoint Ops LLC | 0.00% | Reduce -53.0% | 10,607 | $865K |
| Canada Pension Plan Investment Board | 0.00% | Add +103.8% | 10,600 | $864K |
| Hennessy Advisors Inc. | 0.03% | Reduce -13.8% | 10,579 | $863K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 10,379 | $846K |
| Goldstein Advisors, LLC | 0.08% | Reduce -1.0% | 10,266 | $837K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,149 | $828K |
| Arizona State Retirement System | 0.00% | Add +1.0% | 10,141 | $827K |
| Amalgamated Bank | 0.01% | Reduce -3.7% | 10,136 | $826K |
| MBE Wealth Management, LLC | 0.28% | Add +0.1% | 9,918 | $809K |
| Yousif Capital Management, LLC | 0.01% | Add +1.4% | 9,887 | $806K |
| Capstone Investment Advisors, LLC | 0.01% | Add +139.9% | 9,845 | $803K |
| Holocene Advisors, LP | 0.00% | New | 9,789 | $798K |
| FMR LLC | 0.00% | Add +47.9% | 9,506 | $775K |
| NorthRock Partners, LLC | 0.01% | Reduce -14.0% | 9,369 | $764K |
| Gsa Capital Partners LLP | 0.05% | Reduce -60.6% | 9,316 | $760K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 9,231 | $753K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 9,154 | $747K |
| Bridgefront Capital, LLC | 0.19% | New | 8,798 | $717K |
| ICW Investment Advisors LLC | 0.25% | Reduce -2.2% | 8,788 | $717K |
| New York State Teachers Retirement System | 0.00% | Add +15.7% | 8,700 | $709K |
| FORM Wealth Advisors, LLC | 0.08% | Add +0.1% | 8,565 | $698K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.4% | 8,561 | $698K |
| Inspire Investing, LLC | 0.03% | Add +24.8% | 8,297 | $677K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -64.8% | 7,959 | $649K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -96.5% | 7,846 | $640K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.6% | 7,840 | $639K |
| GAMCO Investors | 0.01% | New | 7,800 | $636K |
| First Business Financial Services, Inc. | 0.05% | No change | 7,458 | $608K |
| Aquatic Capital Management LLC | 0.02% | New | 7,366 | $601K |
| Voya Investment Management LLC | 0.00% | Add +8.6% | 7,210 | $588K |
| Barclays PLC | 0.00% | Reduce -20.0% | 7,188 | $586K |
| Intech Investment Management LLC | 0.01% | Reduce -19.3% | 7,184 | $586K |
| SG Americas Securities, LLC | 0.00% | Reduce -78.1% | 7,116 | $580K |
| Mangrove Partners Im, LLC | 0.04% | No change | 6,932 | $565K |
| Thompson Investment Management, Inc. | 0.06% | No change | 6,836 | $557K |
| Walleye Partners, LLC | 0.62% | No change | 6,668 | $544K |
| Independent Advisor Alliance | 0.01% | Add +5.9% | 6,622 | $540K |
| State of Wisconsin Investment Board | 0.00% | Reduce -61.8% | 6,476 | $528K |
| Daiwa Securities Group Inc. | 0.00% | Add +5.3% | 6,403 | $522K |
| Trust Point Inc. | 0.04% | Add +0.3% | 6,334 | $516K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +33.0% | 6,268 | $511K |
| Quantbot Technologies LP | 0.02% | Reduce -78.5% | 6,222 | $507K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -5.1% | 6,018 | $491K |
| Corient Private Wealth LP | 0.00% | Add +61.6% | 5,695 | $464K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.9% | 5,476 | $447K |
| Jones Financial Companies LLLP | 0.00% | Add +12.9% | 5,537 | $442K |
| North Star Asset Management Inc. | 0.02% | Reduce -16.1% | 5,292 | $432K |
| Captrust Financial Advisors | 0.00% | New | 5,188 | $423K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.0% | 5,160 | $421K |
| BKM Wealth Management, LLC | 0.15% | New | 5,088 | $415K |
| Baird Financial Group, Inc. | 0.00% | No change | 5,085 | $415K |
| GAMMA Investing LLC | 0.02% | Add +15.8% | 5,072 | $414K |
| Moody National Bank Trust Division | 0.03% | New | 4,924 | $402K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -46.5% | 4,799 | $391K |
| Valmark Advisers, Inc. | 0.00% | No change | 4,546 | $371K |
| Headlands Technologies LLC | 0.04% | New | 4,544 | $371K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 4,469 | $364K |
| Glenmede Trust Co. NA | 0.00% | Add +0.2% | 4,365 | $356K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,353 | $355K |
| Mutual of America Capital Management LLC | 0.00% | Add +3.4% | 4,323 | $352K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -28.8% | 4,316 | $352K |
| RMG Wealth Management LLC | 0.04% | No change | 4,285 | $348K |
| Pictet Asset Management Holding SA | 0.00% | No change | 4,177 | $341K |
| Vident Advisory, LLC | 0.00% | Reduce -13.6% | 4,085 | $333K |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 4,078 | $333K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -34.4% | 3,982 | $325K |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 3,961 | $323K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,957 | $323K |
| CSM Advisors, LLC | 0.01% | New | 3,960 | $322K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.2% | 3,915 | $319K |
| Xponance LLC | 0.00% | Add +8.9% | 3,779 | $308K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.7% | 3,735 | $305K |
| GuidedMoney, LLC | 0.14% | No change | 3,640 | $297K |
| Entropy Technologies, LP | 0.01% | New | 3,633 | $296K |
| Blair William & Co. | 0.00% | Add +19.9% | 3,603 | $294K |
| Arax Advisory Partners | 0.00% | Add +1501.8% | 3,588 | $293K |
| Tower View Wealth Management LLC | 0.13% | Reduce -19.1% | 3,534 | $288K |
| Wisconsin Wealth Advisors, LLC | 0.24% | Reduce -5.0% | 3,420 | $279K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.7% | 3,416 | $279K |
| Oarsman Capital, Inc. | 0.03% | Reduce -24.8% | 3,405 | $278K |
| Abel Hall, LLC | 0.05% | Add +29.5% | 3,397 | $277K |
| Associated Banc-Corp | 0.01% | No change | 3,360 | $274K |
| Annex Advisory Services, LLC | 0.00% | Add +0.3% | 3,283 | $268K |
| Security National Bank | 0.03% | No change | 3,269 | $267K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 3,248 | $265K |
| Waverly Advisors, LLC | 0.00% | New | 3,191 | $260K |
| Madison Asset Management, LLC | 0.00% | No change | 3,138 | $256K |
| HUB Investment Partners, LLC | 0.00% | New | 3,099 | $253K |
| Man Group plc | 0.00% | New | 3,089 | $252K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,088 | $252K |
| CIBC Bancorp USA Inc. | 0.00% | Add +9.3% | 3,084 | $251K |
| Redmond Asset Management, LLC | 0.06% | No change | 3,062 | $250K |
| Ellenbecker Investment Group | 0.03% | Add +0.2% | 3,055 | $249K |
| Smith Thornton Advisors LLC | 0.10% | No change | 2,835 | $233K |
| ERn Financial, LLC | 0.04% | Add +0.3% | 2,805 | $229K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +81.5% | 2,739 | $223K |
| Morningstar Investment Management LLC | 0.01% | No change | 2,854 | $221K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 2,671 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.5% | 2,626 | $214K |
| Choreo, LLC | 0.00% | New | 2,614 | $213K |
| IFM Investors Pty Ltd | 0.00% | No change | 2,610 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 2,541 | $207K |
| Aigen Investment Management, LP | 0.06% | New | 2,536 | $207K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.7% | 2,478 | $202K |
| KOM Wealth Management Group, LLC | 0.12% | New | 2,459 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -20.3% | 2,430 | $198K |
| Bokf, NA | 0.00% | Add +4.1% | 2,309 | $188K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.7% | 2,292 | $187K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.6% | 2,052 | $167K |
| Allworth Financial LP | 0.00% | Add +114.6% | 1,972 | $161K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +1.0% | 1,901 | $155K |
| NBT Bank, N.A. | 0.01% | Add +0.2% | 1,781 | $145K |
| Sit Investment Associates Inc. | 0.00% | New | 1,730 | $141K |
| MJT & Associates Financial Advisory Group, Inc. | 0.08% | No change | 1,500 | $122K |
| UMB Bank, n.a. | 0.00% | Add +3.6% | 1,420 | $116K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +4.2% | 1,394 | $114K |
| IFP Advisors, Inc | 0.00% | Add +41.3% | 1,308 | $107K |
| Steph & Co. | 0.03% | No change | 1,272 | $104K |
| KBC Group NV | 0.00% | No change | 1,204 | $98K |
| Hantz Financial Services, Inc. | 0.00% | Add +3.4% | 1,148 | $94K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,128 | $92K |
| Signaturefd, LLC | 0.00% | Add +51.6% | 1,054 | $86K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -37.9% | 930 | $76K |
| Parallel Advisors, LLC | 0.00% | Add +62.9% | 914 | $75K |
| HM Payson & Co. | 0.00% | No change | 884 | $72K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.6% | 857 | $70K |
| Sterling Capital Management LLC | 0.00% | Add +6.8% | 759 | $62K |
| Versant Capital Management, Inc | 0.01% | Add +60.3% | 744 | $61K |
| Highland Investment Advisors LLC | 0.03% | — | 738 | $60K |
| Acadian Asset Management LLC | 0.00% | Reduce -46.4% | 686 | $55K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 670 | $55K |
| Avalon Trust Co | 0.00% | No change | 600 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.9% | 567 | $46K |
| IAG Wealth Partners, LLC | 0.00% | No change | 528 | $43K |
| Private Trust Co. NA | 0.00% | No change | 505 | $41K |
| Smartleaf Asset Management LLC | 0.00% | No change | 468 | $38K |
| Creative Financial Designs Inc. | 0.00% | Reduce -17.7% | 459 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Add +601.7% | 407 | $33K |
| Huntington National Bank | 0.00% | Add +6.3% | 387 | $32K |
| Optiver Holding B.V. | 0.00% | Add +8700.0% | 352 | $29K |
| Essential Partners LLC | 0.01% | Add +627.1% | 349 | $28K |
| Clearstead Advisors, LLC | 0.00% | New | 304 | $25K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -5.6% | 285 | $23K |
| Ares Financial Consulting, LLC | 0.02% | No change | 277 | $23K |
| International Assets Investment Management, LLC | 0.00% | No change | 238 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 234 | $19K |
| Whittier Trust Co. | 0.00% | No change | 229 | $19K |
| Rothschild Investment LLC | 0.00% | Add +232.8% | 213 | $17K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 200 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +37.5% | 154 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Add +393.8% | 158 | $13K |
| Los Angeles Capital Management LLC | 0.00% | No change | 151 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 150 | $12K |
| USA Financial Formulas | 0.00% | — | 138 | $11K |
| Bangor Savings Bank | 0.00% | No change | 135 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +918.2% | 112 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +47.3% | 109 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +1940.0% | 102 | $8K |
| High Note Wealth, LLC | 0.00% | No change | 101 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 96 | $8K |
| Rockefeller Capital Management L.P. | 0.00% | Add +124.4% | 92 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 82 | $7K |
| Bare Financial Services, Inc | 0.00% | Add +442.9% | 76 | $6K |
| First Horizon Corp. | 0.00% | No change | 64 | $5K |
| Quarry LP | 0.00% | Reduce -32.6% | 58 | $5K |
| True Wealth Design, LLC | 0.00% | Add +600.0% | 56 | $5K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 49 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 45 | $4K |
| Fortitude Family Office, LLC | 0.00% | Reduce -8.7% | 42 | $3K |
| CVA Family Office, LLC | 0.00% | Add +5.0% | 42 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -84.2% | 35 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +150.0% | 35 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 33 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 25 | $2K |
| Mather Group, Llc. | 0.00% | Reduce -63.1% | 24 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| Larson Financial Group LLC | 0.00% | Add +900.0% | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 18 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -53.1% | 15 | $1K |
| Investors Portfolio Services LLC | 0.00% | Add +133.3% | 14 | $1K |
| Fiduciary Financial Advisors | 0.00% | New | 15 | $1K |
| Kilter Group LLC | 0.00% | New | 13 | $1K |
| Spire Wealth Management | 0.00% | No change | 13 | $1K |
| Covestor Ltd | 0.00% | Add +400.0% | 10 | $1K |
| Avion Wealth | 0.00% | New | 20 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +1000.0% | 11 | $897 |
| Cornerstone Planning Group LLC | 0.00% | New | 9 | $747 |
| Creative Capital Management Investments LLC | 0.00% | New | 8 | $652 |
| TD Private Client Wealth LLC | 0.00% | Reduce -57.9% | 8 | $652 |
| Fulcrum Asset Management LLP | 0.00% | New | 8 | $642 |
| HFM Investment Advisors, LLC | 0.00% | Add +250.0% | 7 | $571 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 7 | $571 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $490 |
| Ankerstar Wealth, LLC | 0.00% | No change | 6 | $489 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 4 | $327 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $327 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $245 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -66.7% | 3 | $245 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -66.7% | 3 | $245 |
| JPL Wealth Management, LLC | 0.00% | New | 3 | $245 |
| Abound Wealth Management | 0.00% | No change | 2 | $164 |
| Davis Capital Management | 0.00% | New | 2 | $163 |
| LRI Investments, LLC | 0.00% | New | 2 | $163 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $82 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $82 |
| Evolution Advisers, Inc. | 0.00% | New | 4 | $0 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is MGEE's weight in each manager's 13F, not the share of Mge Energy Inc. the manager owns.