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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

310 managers (313 13F filers) reported a position in MGEE shares at 2025-12-31, 21,763,672 shares in all. 35 filers opened a position and 32 filers sold out during the quarter.

Managers
310
13F filers
313
New
35
Added
91
Reduced
115
Sold out
32
Shares held by filers
21,763,672

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Mariner, LLCin group Mariner, LLC2,693$211K<0.01%new13F-HRTimelineGroup
Dana Investment Advisors, Inc.2,671$209K0.01%013F-HRTimeline
Ellenbecker Investment Group2,655$208K0.03%+20013F-HRTimeline
CHOREO, LLC2,605$205K<0.01%+1113F-HRTimeline
New Age Alpha Advisors, LLC2,608$205K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.2,587$203K<0.01%013F-HRTimeline
KOM Wealth Management Group, LLC2,566$201K0.14%-2313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,490$195K<0.01%-9113F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC2,371$186K<0.01%-16913F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,980$155K0.02%13F-HRTimeline
Farther Finance Advisors, LLC1,754$138K<0.01%+1613F-HRTimeline
MJT & Associates Financial Advisory Gro…1,500$118K0.09%013F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,497$117K<0.01%-2,69013F-HRTimelineGroup
Allworth Financial LP1,434$112K<0.01%-14713F-HRTimeline
Smartleaf Asset Management LLC1,423$112K<0.01%+5613F-HRTimeline
STEPH & CO1,272$99.8K0.03%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,271$99.7K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.1,261$98.9K<0.01%+1,12213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quantbot Technologies LP1,236$96.9K<0.01%-1,29013F-HRTimeline
KBC Group NVin group KBC Group NV1,204$94K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC1,147$89.9K<0.01%-12413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,136$89.1K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,128$88.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.952$74.7K<0.01%+1213F-HRTimelineGroup
IFP Advisors, Inc914$71.7K<0.01%-3613F-HRTimeline
HM PAYSON & CO884$69.3K<0.01%013F-HRTimeline
Covestor Ltd878$69K0.04%+40213F-HRTimeline
AdvisorNet Financial, Inc819$64.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC761$59.7K<0.01%-1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV715$56.1K<0.01%-57113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC686$53K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.670$52.5K<0.01%013F-HRTimeline
Avalon Trust Co600$47.1K<0.01%013F-HRTimeline
eCIO, Inc.568$44.6K0.02%new13F-HRTimeline
IAG Wealth Partners, LLC567$44.5K0.01%013F-HRTimeline
Parallel Advisors, LLC527$41.3K<0.01%-18713F-HRTimeline
PRIVATE TRUST CO NA505$39.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…485$38K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…458$35.9K<0.01%-84613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.416$33K<0.01%+16213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…403$31.6K<0.01%+11213F-HRTimelineGroup
Versant Capital Management, Inc380$29.8K<0.01%+3313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…368$28.9K<0.01%+913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK351$27.5K<0.01%-7013F-HRTimelineGroup
Basecamp Wealth Advisors LLC307$24.1K0.01%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$23.5K0.01%013F-HRTimeline
Hilltop National Bank300$23.5K0.01%-16213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…238$18.7K<0.01%new13F-HRTimeline
WHITTIER TRUST CO229$17.9K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC223$17.3K<0.01%-5813F-HRTimeline
Steigerwald, Gordon & Koch Inc.200$15.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…189$14.8K0.01%+10713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC172$13.5K<0.01%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC151$12.6K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$11.8K<0.01%013F-HRTimeline
Bangor Savings Bank135$10.6K<0.01%013F-HRTimeline
Arax Advisory Partners128$10K<0.01%-32713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC133$10K<0.01%013F-HR/ATimelineGroup
Caitong International Asset Management …120$9.41K<0.01%new13F-HR/ATimeline
SIMPLEX TRADING, LLC109$8.55K<0.01%new13F-HRTimeline
High Note Wealth, LLC101$7.92K<0.01%013F-HRTimeline
SageView Advisory Group, LLC97$7.61K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$7.53K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC95$7.45K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.90$7K<0.01%-213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC85$7K<0.01%+513F-HRTimelineGroup
Private Wealth Management Group, LLC86$6.75K<0.01%013F-HRTimeline
Sound Income Strategies, LLC73$5.84K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…74$5.8K<0.01%-5713F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.72$5.65K<0.01%-4013F-HRTimelineGroup
Quarry LP65$5.1K<0.01%-1213F-HRTimeline
FIRST HORIZON CORP64$5.02K<0.01%013F-HRTimeline
Bare Financial Services, Inc61$4.78K<0.01%+3313F-HRTimeline
Caitlin John, LLC56$4.39K<0.01%-10,60213F-HRTimeline
Root Financial Partners, LLC41$3.21K<0.01%-513F-HRTimeline
WealthCollab, LLC38$2.98K<0.01%013F-HRTimeline
Blue Trust, Inc.34$2.67K<0.01%-63013F-HRTimeline
Fortitude Family Office, LLC34$2.67K<0.01%-613F-HRTimeline
MAI Capital Management27$2.12K<0.01%-3913F-HRTimeline
JFS WEALTH ADVISORS, LLC27$2.12K<0.01%+813F-HRTimeline
Larson Financial Group LLC26$2.04K<0.01%+2413F-HRTimeline
Red Tortoise LLC26$2.04K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd26$2.04K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.96K<0.01%new13F-HRTimelineGroup
Essential Partners LLC25$1.96K<0.01%-3013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.57K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC19$1.49K<0.01%+1313F-HRTimeline
Bell Investment Advisors, Inc19$1.49K<0.01%-3913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$1.02K<0.01%+913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management13$1.01K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC10$784<0.01%013F-HRTimeline
Torren Management, LLC10$747<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB9$706<0.01%-2413F-HRTimeline
Manchester Capital Management LLC9$706<0.01%-313F-HRTimeline
Parkside Financial Bank & Trust7$549<0.01%+313F-HRTimeline
CVA Family Office, LLC7$549<0.01%013F-HRTimeline
Ares Financial Consulting, LLC7$549<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$471<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…5$392<0.01%13F-HRTimeline
SJS Investment Consulting Inc.3$236<0.01%013F-HRTimeline
Rialto Wealth Management, LLC3$236<0.01%-413F-HRTimeline
Kilter Group LLC3$236<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$235<0.01%+213F-HRTimeline
Private Wealth Asset Management, LLC3$235<0.01%013F-HRTimeline
Ankerstar Wealth, LLC3$235<0.01%13F-HRTimeline
Hughes Financial Services, LLC3$235<0.01%new13F-HRTimeline
Abound Wealth Management2$157<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$157<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$78<0.01%013F-HRTimeline
Dunhill Financial, LLC1$66<0.01%new13F-HRTimeline