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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

288 managers (294 13F filers) reported a position in MGEE shares at 2024-12-31, 22,789,368 shares in all. 38 filers opened a position and 19 filers sold out during the quarter.

Managers
288
13F filers
294
New
38
Added
111
Reduced
74
Sold out
19
Shares held by filers
22,789,368

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Focus Partners Wealthin group Focus Partners Wealth2,239$210K<0.01%new13F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC2,229$209K<0.01%013F-HRTimeline
TWINBEECH CAPITAL LP2,221$209K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,211$208K0.01%new13F-HRTimeline
ISTHMUS PARTNERS, LLC2,204$207K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,130$200K<0.01%new13F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC2,125$200K0.19%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,761$166K0.01%+213F-HRTimelineGroup
EnRich Financial Partners LLC1,744$164K0.05%+13913F-HRTimeline
Farther Finance Advisors, LLC1,707$160K0.01%+1,68413F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,531$144K0.01%+3513F-HRTimeline
KBC Group NVin group KBC Group NV1,478$139K<0.01%+36013F-HRTimelineGroup
STEPH & CO1,272$120K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,128$106K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,112$105K0.01%+92913F-HRTimeline
IFP Advisors, Inc900$85.5K<0.01%-513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.930$84.8K<0.01%+313F-HRTimelineGroup
HM PAYSON & CO884$83.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC827$77.7K<0.01%-2513F-HRTimeline
AdvisorNet Financial, Inc779$73.2K0.01%013F-HRTimeline
Blue Trust, Inc.756$71K<0.01%-1,82513F-HR/ATimeline
SHELL ASSET MANAGEMENT CO747$70K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$64K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC673$63.2K<0.01%+58413F-HRTimeline
Washington Trust Advisors, Inc.670$63K0.01%013F-HRTimeline
NewEdge Advisors, LLC650$61.1K<0.01%013F-HRTimeline
Avalon Trust Co600$56.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC528$49.6K0.01%013F-HRTimeline
Parallel Advisors, LLC469$44.1K<0.01%013F-HRTimeline
Hilltop National Bank462$43.4K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK451$42.4K<0.01%+10113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…394$37K<0.01%-1513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC387$36.4K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…357$33.5K0.01%+16813F-HRTimeline
Versant Capital Management, Inc327$30.7K0.01%+25713F-HRTimeline
Perritt Capital Management Inc308$28.9K0.02%+113F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$28.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…234$22K<0.01%-30013F-HRTimeline
WHITTIER TRUST CO229$21.5K<0.01%013F-HRTimeline
Mendota Financial Group, LLC225$21.1K0.01%+19113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…220$20.7K<0.01%+1313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC150$14.1K<0.01%013F-HRTimeline
Bangor Savings Bank135$12.7K<0.01%013F-HRTimeline
Hemington Wealth Management120$11K<0.01%+1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC114$11K<0.01%+4513F-HRTimelineGroup
Covestor Ltd113$11K0.01%-34013F-HRTimeline
Venturi Wealth Management, LLC103$9.68K<0.01%new13F-HRTimeline
High Note Wealth, LLC101$9.49K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$8.96K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC95$8.93K<0.01%013F-HRTimeline
Lindbrook Capital, LLC91$8.55K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC86$8.08K<0.01%013F-HRTimeline
UMB Bank, n.a.85$7.99K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthCollab, LLC79$7.42K<0.01%013F-HRTimeline
MATHER GROUP, LLC.72$6.76K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…70$6.58K<0.01%+213F-HRTimelineGroup
First Horizon Advisors, Inc.64$6.01K<0.01%013F-HRTimeline
Arax Advisory Partners60$5.64K<0.01%-1113F-HRTimeline
Allworth Financial LP62$5.44K<0.01%-413F-HRTimeline
Bell Investment Advisors, Inc52$4.89K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC42$3.95K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC33$3.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$2.35K<0.01%+513F-HRTimeline
MAI Capital Management25$2.35K<0.01%new13F-HRTimeline
Quarry LP24$2.25K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC23$2.16K<0.01%+413F-HRTimeline
SBI Securities Co., Ltd.21$1.97K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.88K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC17$1.6K<0.01%new13F-HRTimeline
CVA Family Office, LLC13$1.22K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC13$1.22K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.21K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$946<0.01%+313F-HRTimelineGroup
Global Retirement Partners, LLC10$940<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9$846<0.01%013F-HRTimeline
CoreCap Advisors, LLC9$846<0.01%new13F-HRTimeline
Avior Wealth Management, LLC7$657<0.01%013F-HRTimeline
Paladin Advisory Group, LLC6$564<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$564<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$470<0.01%-113F-HRTimeline
Parkside Financial Bank & Trust4$376<0.01%+213F-HRTimeline
Larson Financial Group LLC4$376<0.01%013F-HRTimeline
Continuum Advisory, LLC4$376<0.01%013F-HRTimeline
WPG Advisers, LLC3$282<0.01%13F-HRTimeline
Brooklyn Investment Group2$188<0.01%new13F-HRTimeline
Global Financial Private Client, LLC2$188<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$94<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1$87<0.01%013F-HRTimeline