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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

328 managers (337 13F filers) reported a position in MGEE shares at 2026-06-30, 26,471,897 shares in all. 54 filers opened a position and 32 filers sold out during the quarter.

Managers
328
13F filers
337
New
54
Added
148
Reduced
72
Sold out
32
Shares held by filers
26,471,897

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Abel Hall, LLC3,397$277K0.05%+77413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp3,360$274K0.01%013F-HRTimelineGroup
Annex Advisory Services, LLC3,283$268K<0.01%+1013F-HRTimeline
Security National Bank3,269$267K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…3,248$265K<0.01%+213F-HR/ATimeline
Waverly Advisors, LLC3,191$260K<0.01%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,138$256K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC3,099$253K<0.01%new13F-HRTimeline
Man Group plcin group Man Group plc3,089$252K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC3,088$252K0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,084$251K<0.01%+26213F-HRTimelineGroup
Redmond Asset Management, LLC3,062$250K0.06%013F-HRTimeline
Ellenbecker Investment Group3,055$249K0.03%+713F-HRTimeline
Smith Thornton Advisors LLC2,835$233K0.1%013F-HRTimeline
ERn Financial, LLC2,805$229K0.04%+913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,739$223K0.01%+1,23013F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…2,854$221K0.01%013F-HRTimelineGroup
Dana Investment Advisors, Inc.2,671$218K0.01%013F-HRTimeline
CHOREO, LLC2,614$213K<0.01%new13F-HRTimeline
IFM Investors Pty Ltd2,610$213K<0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.2,541$207K<0.01%new13F-HRTimeline
Aigen Investment Management, LP2,536$207K0.06%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,478$202K0.01%-9613F-HRTimeline
KOM Wealth Management Group, LLC2,459$200K0.12%new13F-HRTimeline
Institute for Wealth Management, LLC.2,430$198K0.02%-61813F-HRTimeline
BOKF, NAin group BOKF, NA2,309$188K<0.01%+9113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC2,292$187K<0.01%+31113F-HRTimeline
Farther Finance Advisors, LLC2,052$167K<0.01%+26113F-HRTimeline
Allworth Financial LP1,972$161K<0.01%+1,05313F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,901$155K0.02%+1813F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,781$145K0.01%+313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,730$141K<0.01%new13F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,500$122K0.08%013F-HRTimeline
UMB Bank, n.a.1,420$116K<0.01%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.1,394$114K0.01%+5613F-HRTimeline
IFP Advisors, Inc1,308$107K<0.01%+38213F-HRTimeline
STEPH & CO1,272$104K0.03%013F-HRTimeline
KBC Group NVin group KBC Group NV1,204$98K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,148$94K<0.01%+3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.1,128$92K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,054$85.9K<0.01%+35913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.930$75.8K<0.01%-56713F-HRTimelineGroup
Parallel Advisors, LLC914$74.5K<0.01%+35313F-HRTimeline
HM PAYSON & CO884$72.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc857$69.9K<0.01%+3813F-HRTimeline
Sterling Capital Management LLC759$61.9K<0.01%+4813F-HRTimeline
Versant Capital Management, Inc744$60.7K0.01%+28013F-HRTimeline
Highland Investment Advisors LLC738$60.2K0.03%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$55K<0.01%-59313F-HRTimelineGroup
Washington Trust Advisors, Inc.670$54.6K<0.01%013F-HRTimeline
Avalon Trust Co600$48.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…567$46.2K<0.01%+6513F-HRTimelineGroup
IAG Wealth Partners, LLC528$43.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA505$41.2K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC468$37.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV459$37.4K<0.01%-9913F-HRTimeline
Salomon & Ludwin, LLC407$33K<0.01%+34913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK387$31.6K<0.01%+2313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.352$28.7K<0.01%+34813F-HRTimelineGroup
Essential Partners LLC349$28.5K0.01%+30113F-HRTimeline
Clearstead Advisors, LLC304$24.8K<0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$24.5K0.01%013F-HRTimeline
Kemnay Advisory Services Inc.285$23.2K<0.01%-1713F-HRTimeline
Ares Financial Consulting, LLC277$22.6K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…238$19.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…234$19.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO229$19K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC213$17.4K<0.01%+14913F-HRTimeline
Steigerwald, Gordon & Koch Inc.200$16.3K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.154$13K<0.01%+4213F-HRTimeline
Parkside Financial Bank & Trust158$12.9K<0.01%+12613F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC151$12.3K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$12.2K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS138$11.3K<0.01%13F-HRTimeline
Bangor Savings Bank135$11K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB112$9.13K<0.01%+10113F-HRTimeline
Federation des caisses Desjardins du Qu…109$8.91K<0.01%+3513F-HRTimeline
SJS Investment Consulting Inc.102$8.32K<0.01%+9713F-HRTimeline
High Note Wealth, LLC101$8.24K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$7.83K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92$7.5K<0.01%+5113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…82$6.69K<0.01%013F-HRTimeline
Bare Financial Services, Inc76$6.2K<0.01%+6213F-HRTimeline
FIRST HORIZON CORP64$5.22K<0.01%013F-HRTimeline
Quarry LP58$4.73K<0.01%-2813F-HRTimeline
True Wealth Design, LLC56$4.57K<0.01%+4813F-HRTimeline
Basecamp Wealth Advisors LLC49$4K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC45$3.67K<0.01%new13F-HRTimeline
CVA Family Office, LLC42$3.42K<0.01%+213F-HRTimeline
Fortitude Family Office, LLC42$3.42K<0.01%-413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC35$3K<0.01%-18713F-HRTimelineGroup
Keating Financial Advisory Services, In…35$2.85K<0.01%+2113F-HRTimeline
Truvestments Capital LLC33$2.69K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$2.04K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.24$1.96K<0.01%-4113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.63K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC20$1.63K<0.01%+1813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18$1.5K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC18$1.47K<0.01%013F-HRTimeline
Caitlin John, LLC15$1.22K<0.01%-1713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS15$1.14K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC14$1.14K<0.01%+813F-HRTimeline
Kilter Group LLC13$1.06K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.05K<0.01%013F-HRTimelineGroup
Avion Wealth20$1K<0.01%new13F-HRTimeline
Covestor Ltd10$1K<0.01%+813F-HRTimeline
SBI Securities Co., Ltd.11$897<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC9$747<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8$652<0.01%-1113F-HRTimeline
Creative Capital Management Investments…8$652<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP8$642<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.7$571<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC7$571<0.01%+513F-HRTimeline
DiNuzzo Private Wealth, Inc.6$490<0.01%013F-HRTimeline
Ankerstar Wealth, LLC6$489<0.01%013F-HRTimeline
Rialto Wealth Management, LLC4$327<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$327<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC3$245<0.01%-113F-HRTimeline
Bell Investment Advisors, Inc3$245<0.01%-613F-HRTimeline
Caitong International Asset Management …3$245<0.01%-613F-HRTimeline
JPL Wealth Management, LLC3$245<0.01%new13F-HRTimeline
Abound Wealth Management2$164<0.01%013F-HRTimeline
Davis Capital Management2$163<0.01%new13F-HRTimeline
LRI Investments, LLC2$163<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$82<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$82<0.01%013F-HRTimeline
Evolution Advisers, Inc.4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.