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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 2025-06-30, 22,410,879 shares in all. 20 filers opened a position and 23 filers sold out during the quarter.

Managers
291
13F filers
296
New
20
Added
126
Reduced
91
Sold out
23
Shares held by filers
22,410,879

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CHOREO, LLC2,631$233K<0.01%+9013F-HRTimeline
KOM Wealth Management Group, LLC2,615$231K0.18%-9213F-HRTimeline
IFM Investors Pty Ltd2,610$231K<0.01%013F-HRTimeline
CWS Financial Advisors, LLC2,577$228K0.07%+313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,550$226K0.01%-2,27013F-HRTimeline
MACKENZIE FINANCIAL CORP2,553$226K<0.01%+16313F-HRTimeline
Scientech Research LLC2,443$216K0.05%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,422$214K<0.01%-8613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,324$206K<0.01%+3313F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,767$156K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,727$153K<0.01%-1513F-HRTimeline
Allworth Financial LP1,518$134K<0.01%+1,45813F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$133K0.16%013F-HR/ATimeline
Smartleaf Asset Management LLC1,326$117K0.01%+21313F-HRTimeline
STEPH & CO1,272$112K0.04%013F-HRTimeline
KBC Group NVin group KBC Group NV1,204$106K<0.01%-37113F-HRTimelineGroup
Geneos Wealth Management Inc.1,128$99.8K<0.01%013F-HRTimeline
IFP Advisors, Inc938$83K<0.01%+3313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.937$82.8K<0.01%+413F-HRTimelineGroup
HM PAYSON & CO884$78.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc819$72.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC800$70.8K<0.01%-1513F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$60K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.670$59.3K<0.01%013F-HRTimeline
Covestor Ltd672$59K0.03%+49613F-HRTimeline
Blue Trust, Inc.664$58.7K<0.01%-3613F-HRTimeline
NewEdge Advisors, LLC650$57.5K<0.01%013F-HRTimeline
SHELL ASSET MANAGEMENT CO646$57K<0.01%-7113F-HRTimeline
Avalon Trust Co600$53.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC555$49.1K<0.01%+2913F-HRTimeline
IAG Wealth Partners, LLC528$46.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…526$46.5K0.01%+16913F-HRTimeline
Sterling Capital Management LLC524$46.3K<0.01%+14813F-HR/ATimeline
PRIVATE TRUST CO NA505$44.7K<0.01%new13F-HRTimeline
Zimmer Partners, LP490$43.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…485$42.9K<0.01%+25113F-HRTimeline
Hilltop National Bank462$40.9K0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK379$33.5K<0.01%-7113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…355$31.4K<0.01%-2513F-HRTimeline
Versant Capital Management, Inc329$29.1K<0.01%+213F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC310$27.4K<0.01%013F-HR/ATimelineGroup
Perritt Capital Management Inc308$27.2K0.01%013F-HR/ATimeline
MONETARY MANAGEMENT GROUP INC300$26.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…300$26.5K<0.01%+813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.256$23K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO229$20.3K<0.01%013F-HRTimeline
MAI Capital Management155$13.7K<0.01%+13013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$13.3K<0.01%013F-HRTimeline
Bangor Savings Bank135$11.9K<0.01%013F-HRTimeline
UMB Bank, n.a.133$11.8K<0.01%+1913F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…111$9.82K<0.01%-513F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC113$9.61K<0.01%new13F-HRTimeline
Rise Advisors, LLC106$9.38K<0.01%013F-HRTimeline
High Note Wealth, LLC101$8.93K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$8.49K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC95$8.4K<0.01%013F-HRTimeline
Arax Advisory Partners92$8.14K<0.01%+1013F-HRTimeline
Hemington Wealth Management98$8K<0.01%-3613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.92$8K<0.01%+1513F-HRTimeline
Private Wealth Management Group, LLC86$7.61K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC78$7K<0.01%+6113F-HRTimelineGroup
Bare Financial Services, Inc79$6.99K<0.01%+5713F-HRTimeline
First Horizon Advisors, Inc.64$5.66K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC55$4.86K<0.01%+3013F-HRTimeline
Bell Investment Advisors, Inc52$4.6K<0.01%013F-HRTimeline
Larson Financial Group LLC44$3.89K<0.01%+2013F-HRTimeline
WealthCollab, LLC38$3.36K<0.01%013F-HRTimeline
Fortitude Family Office, LLC34$3.01K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.77K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC19$1.68K<0.01%-413F-HRTimeline
Brooklyn Investment Group17$1.5K<0.01%+813F-HR/ATimeline
Parkside Financial Bank & Trust13$1.15K<0.01%+1113F-HRTimeline
CVA Family Office, LLC13$1.15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.14K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB10$884<0.01%013F-HRTimeline
Global Retirement Partners, LLC10$884<0.01%13F-HRTimeline
True Wealth Design, LLC9$796<0.01%013F-HRTimeline
Essential Partners LLC9$796<0.01%13F-HRTimeline
Clearstead Trust, LLC7$620<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$531<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$354<0.01%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…4$354<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$266<0.01%-213F-HRTimeline
Private Wealth Asset Management, LLC3$265<0.01%013F-HRTimeline
Abound Wealth Management2$177<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$177<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC1$89<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$88<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$88<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$88<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.