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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

298 managers (304 13F filers) reported a position in MGEE shares at 2025-09-30, 21,870,125 shares in all. 31 filers opened a position and 20 filers sold out during the quarter.

Managers
298
13F filers
304
New
31
Added
112
Reduced
97
Sold out
20
Shares held by filers
21,870,125

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
IFM Investors Pty Ltd2,610$217K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,581$217K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC2,550$215K0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP2,547$214K<0.01%-613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,540$214K<0.01%+11813F-HRTimeline
Quantbot Technologies LP2,526$213K0.01%new13F-HRTimeline
Ellenbecker Investment Group2,455$207K0.03%new13F-HRTimeline
Freestone Grove Partners LP2,407$203K<0.01%new13F-HRTimeline
STRS OHIO2,200$185K<0.01%-9,70013F-HRTimeline
Farther Finance Advisors, LLC1,738$146K<0.01%+1113F-HRTimeline
Allworth Financial LP1,581$133K<0.01%+6313F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$126K0.1%013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,413$119K0.02%new13F-HRTimelineGroup
Smartleaf Asset Management LLC1,367$114K0.01%+4113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,304$110K<0.01%-5,83813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,286$108K0.01%-5,80013F-HRTimeline
STEPH & CO1,272$107K0.03%013F-HRTimeline
Sterling Capital Management LLC1,271$107K<0.01%+74713F-HRTimeline
KBC Group NVin group KBC Group NV1,204$101K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,128$95K<0.01%013F-HRTimeline
IFP Advisors, Inc950$80K<0.01%+1213F-HR/ATimeline
HM PAYSON & CO884$74.4K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP888$74K<0.01%-2,69713F-HRTimelineGroup
AdvisorNet Financial, Inc819$68.9K<0.01%013F-HRTimeline
Perritt Capital Management Inc808$68K0.03%+50013F-HRTimeline
SIGNATUREFD, LLC780$65.7K<0.01%-2013F-HRTimeline
Parallel Advisors, LLC714$60.1K<0.01%+15913F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$57K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.670$56.4K<0.01%013F-HRTimeline
Blue Trust, Inc.664$55.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC650$54.7K<0.01%013F-HRTimeline
Avalon Trust Co600$50.5K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC567$47.7K0.01%+3913F-HRTimeline
PRIVATE TRUST CO NA505$42.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…485$40.8K<0.01%013F-HRTimeline
Covestor Ltd476$40K0.02%-19613F-HRTimeline
Advisory Services Network, LLC474$39.9K<0.01%new13F-HRTimeline
Hilltop National Bank462$38.9K0.01%013F-HRTimeline
Arax Advisory Partners455$38.3K<0.01%+36313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK421$35.4K<0.01%+4213F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…359$30.2K<0.01%+413F-HRTimeline
Versant Capital Management, Inc347$29.2K<0.01%+1813F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$25.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…291$24.5K<0.01%-913F-HRTimelineGroup
Salomon & Ludwin, LLC281$23.2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.254$21K<0.01%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO229$18.9K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.200$16.8K<0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO171$14K<0.01%-47513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$12.6K<0.01%013F-HRTimeline
UMB Bank, n.a.139$11.7K<0.01%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank135$11.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…131$11K<0.01%+2013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC133$11K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.112$9.43K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC106$8.92K<0.01%013F-HRTimeline
High Note Wealth, LLC101$8.5K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$8.08K<0.01%013F-HRTimelineGroup
Hemington Wealth Management99$8K<0.01%+113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.92$8K<0.01%013F-HRTimeline
McIlrath & Eck, LLC95$8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC86$7.24K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC80$7K<0.01%+213F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…82$6.9K0.01%-44413F-HRTimeline
Quarry LP77$6.48K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.72$6.06K<0.01%new13F-HRTimeline
MAI Capital Management66$5.56K<0.01%-8913F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC65$5.47K<0.01%new13F-HRTimeline
FIRST HORIZON CORP64$5.39K<0.01%13F-HRTimeline
Clearstead Advisors, LLC61$5.13K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc58$4.88K<0.01%+613F-HRTimeline
Essential Partners LLC55$4.63K<0.01%+4613F-HRTimeline
Root Financial Partners, LLC46$3.87K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC40$3.37K<0.01%+613F-HRTimeline
WealthCollab, LLC38$3.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$2.78K<0.01%+2313F-HRTimeline
Bare Financial Services, Inc28$2.36K<0.01%-5113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.68K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC19$1.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.08K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC12$1.01K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC10$842<0.01%013F-HRTimeline
Clearstead Trust, LLC7$590<0.01%013F-HRTimeline
Rialto Wealth Management, LLC7$590<0.01%+613F-HRTimeline
CVA Family Office, LLC7$589<0.01%-613F-HRTimeline
DiNuzzo Private Wealth, Inc.6$511<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6$505<0.01%-4913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$337<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust4$337<0.01%-913F-HRTimeline
Private Wealth Asset Management, LLC3$253<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$253<0.01%013F-HRTimeline
Abound Wealth Management2$169<0.01%013F-HRTimeline
Larson Financial Group LLC2$168<0.01%-4213F-HRTimeline
HFM Investment Advisors, LLC2$168<0.01%013F-HRTimeline
True Wealth Design, LLC1$85<0.01%-813F-HRTimeline
Bay Harbor Wealth Management, LLC1$84<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$84<0.01%013F-HRTimeline
Cloud Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.