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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

291 managers (296 13F filers) reported a position in MGEE shares at 2025-03-31, 22,495,117 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
291
13F filers
296
New
31
Added
93
Reduced
98
Sold out
32
Shares held by filers
22,495,117

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Entropy Technologies, LP2,500$232K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP2,390$222K<0.01%-113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,372$220K0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth2,291$213K<0.01%+5213F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,217$206K<0.01%-15,95313F-HRTimelineGroup
ISTHMUS PARTNERS, LLC2,204$205K0.03%013F-HRTimeline
Jain Global LLC2,175$202K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,742$162K<0.01%+3513F-HRTimeline
KBC Group NVin group KBC Group NV1,575$146K<0.01%+9713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,558$145K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$139K0.13%13F-HRTimeline
STEPH & CO1,272$118K0.04%013F-HRTimeline
Geneos Wealth Management Inc.1,128$105K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,113$103K0.01%+113F-HRTimeline
IFP Advisors, Inc905$84.1K<0.01%+513F-HRTimeline
HM PAYSON & CO884$82.2K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.933$81.1K<0.01%+313F-HRTimelineGroup
AdvisorNet Financial, Inc819$76.1K0.01%+4013F-HRTimeline
SIGNATUREFD, LLC815$75.8K<0.01%-1213F-HRTimeline
SHELL ASSET MANAGEMENT CO717$67K<0.01%-3013F-HRTimeline
Blue Trust, Inc.700$65.1K<0.01%-5613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$63K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.670$62.3K0.01%013F-HRTimeline
NewEdge Advisors, LLC650$60.4K<0.01%013F-HRTimeline
Avalon Trust Co600$55.8K<0.01%013F-HRTimeline
eCIO, Inc.568$52.8K0.02%13F-HRTimeline
IAG Wealth Partners, LLC528$49.1K0.01%013F-HRTimeline
Parallel Advisors, LLC526$48.9K<0.01%+5713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK450$41.8K<0.01%-113F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd397$36.4K0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…380$35.3K<0.01%-1413F-HRTimeline
Sterling Capital Management LLC376$35K<0.01%-29713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…357$33.2K0.01%013F-HRTimeline
Versant Capital Management, Inc327$30.4K0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC310$28.8K<0.01%new13F-HR/ATimelineGroup
Perritt Capital Management Inc308$28.6K0.02%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$27.9K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…292$27.1K<0.01%+7213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP263$24.5K<0.01%+25313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…234$21.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO229$21.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…210$19.5K<0.01%-9,06513F-HRTimelineGroup
Covestor Ltd176$16K0.01%+6313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$13.9K<0.01%013F-HRTimeline
Bangor Savings Bank135$12.6K<0.01%013F-HRTimeline
Hemington Wealth Management134$12K<0.01%+1413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…116$10.8K<0.01%+4613F-HRTimelineGroup
UMB Bank, n.a.114$10.6K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rise Advisors, LLC106$9.85K<0.01%new13F-HRTimeline
High Note Wealth, LLC101$9.39K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$8.92K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC95$8.83K<0.01%013F-HRTimeline
Lindbrook Capital, LLC91$8.46K<0.01%013F-HRTimeline
SVB WEALTH LLC86$8K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC86$8K<0.01%013F-HRTimeline
Arax Advisory Partners82$7.62K<0.01%+2213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.77$7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.72$6.69K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.64$5.95K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC60$5.58K<0.01%+4713F-HRTimeline
Allworth Financial LP60$5.45K<0.01%-213F-HRTimeline
Bell Investment Advisors, Inc52$4.83K<0.01%013F-HRTimeline
WealthCollab, LLC38$3.53K<0.01%-4113F-HRTimeline
Fortitude Family Office, LLC33$3.07K<0.01%013F-HRTimeline
Quarry LP27$2.51K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC25$2.32K<0.01%013F-HRTimeline
MAI Capital Management25$2.32K<0.01%013F-HRTimeline
Larson Financial Group LLC24$2.23K<0.01%+2013F-HRTimeline
JFS WEALTH ADVISORS, LLC23$2.14K<0.01%013F-HRTimeline
Bare Financial Services, Inc22$2.04K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC17$2K<0.01%-9713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.86K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC13$1.21K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.2K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.11$1.02K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB10$930<0.01%+113F-HRTimeline
Brooklyn Investment Group9$837<0.01%+713F-HRTimeline
True Wealth Design, LLC9$837<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6$558<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$558<0.01%013F-HRTimeline
SJS Investment Consulting Inc.5$465<0.01%013F-HRTimeline
Stephens Consulting, LLC5$465<0.01%new13F-HRTimeline
Global Financial Private Client, LLC5$465<0.01%+313F-HRTimeline
Private Wealth Asset Management, LLC3$279<0.01%13F-HRTimeline
Parkside Financial Bank & Trust2$186<0.01%-213F-HRTimeline
Abound Wealth Management2$186<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$93<0.01%-2013F-HRTimeline
Parkworth Wealth Management, Inc.1$93<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$93<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$92<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.