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Disclosery

MGEE MGE ENERGY INC

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COM (common), issuer CIK 1161728

310 managers (317 13F filers) reported a position in MGEE shares at 2026-03-31, 21,792,557 shares in all. 39 filers opened a position and 38 filers sold out during the quarter.

Managers
310
13F filers
317
New
39
Added
107
Reduced
107
Sold out
38
Shares held by filers
21,792,557

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Smith Thornton Advisors LLC2,835$219K0.11%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,822$218K<0.01%13F-HRTimelineGroup
ERn Financial, LLC2,796$216K0.04%+1113F-HRTimeline
Beacon Pointe Advisors, LLC2,745$212K<0.01%-8113F-HRTimeline
Dana Investment Advisors, Inc.2,671$206K0.01%013F-HRTimeline
Abel Hall, LLC2,623$203K0.04%new13F-HRTimeline
IFM Investors Pty Ltd2,610$202K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,574$199K0.01%-66013F-HR/ATimeline
New Age Alpha Advisors, LLC2,546$197K0.01%-6213F-HRTimeline
BOKF, NAin group BOKF, NA2,218$171K<0.01%-91613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,981$153K<0.01%-39013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,883$146K0.02%-9713F-HRTimeline
Farther Finance Advisors, LLC1,791$139K<0.01%+3713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,778$137K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,515$117K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,509$117K<0.01%+1,05113F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…1,500$116K0.09%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,497$116K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.1,371$106K<0.01%+11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.1,338$103K0.01%+20213F-HRTimeline
STEPH & CO1,272$98.3K0.03%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,279$98K<0.01%+59313F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,204$93K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,128$87.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,110$86K<0.01%+69413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc926$71.6K<0.01%+1213F-HRTimeline
Allworth Financial LP919$71K<0.01%-51513F-HRTimeline
HM PAYSON & CO884$68.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc819$63.3K<0.01%013F-HRTimeline
Sterling Capital Management LLC711$55K<0.01%-43613F-HRTimeline
SIGNATUREFD, LLC695$53.7K<0.01%-6613F-HRTimeline
Washington Trust Advisors, Inc.670$51.8K<0.01%013F-HRTimeline
Avalon Trust Co600$46.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC561$43.4K<0.01%+3413F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV558$43.1K<0.01%-15713F-HRTimeline
IAG Wealth Partners, LLC528$40.8K<0.01%-3913F-HRTimeline
PRIVATE TRUST CO NA505$39K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…502$38.8K<0.01%+9913F-HR/ATimelineGroup
Smartleaf Asset Management LLC468$36.5K<0.01%-95513F-HRTimeline
Versant Capital Management, Inc464$35.9K<0.01%+8413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…400$30.9K<0.01%+3213F-HRTimeline
Clarity Asset Management, Inc.385$29.8K0.02%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK364$28.1K<0.01%+1313F-HRTimelineGroup
Kemnay Advisory Services Inc.302$23.3K<0.01%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC300$23.2K0.01%013F-HRTimeline
Ares Financial Consulting, LLC277$21.5K0.02%+27013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…238$18.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…234$18.1K<0.01%-25113F-HRTimeline
WHITTIER TRUST CO229$18K<0.01%013F-HRTimeline
Arax Advisory Partners224$17.3K<0.01%+9613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC222$17K<0.01%+13713F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.200$15.5K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC157$12.1K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC150$12K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC151$11.7K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS147$11.4K<0.01%new13F-HRTimeline
Bangor Savings Bank135$10.4K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.112$9K<0.01%+2213F-HRTimeline
High Note Wealth, LLC101$7.81K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…96$7.42K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC95$7.34K<0.01%013F-HRTimeline
Quarry LP86$6.65K<0.01%+2113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…82$6.34K<0.01%-10713F-HRTimeline
Federation des caisses Desjardins du Qu…74$5.72K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.65$5.02K<0.01%new13F-HRTimeline
FIRST HORIZON CORP64$4.95K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC64$4.95K<0.01%+4513F-HRTimeline
Root Financial Partners, LLC64$4.95K<0.01%+2313F-HRTimeline
Salomon & Ludwin, LLC58$4.57K<0.01%-16513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC57$4.41K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC49$3.79K<0.01%-25813F-HRTimeline
Essential Partners LLC48$3.71K<0.01%+2313F-HRTimeline
Fortitude Family Office, LLC46$3.56K<0.01%+1213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41$3.17K<0.01%-2,44913F-HRTimelineGroup
CVA Family Office, LLC40$3.09K<0.01%+3313F-HRTimeline
WealthCollab, LLC38$2.94K<0.01%013F-HRTimeline
MAI Capital Management34$2.63K<0.01%+713F-HRTimeline
Truvestments Capital LLC33$2.55K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust32$2.47K<0.01%+2513F-HRTimeline
Caitlin John, LLC32$2.47K<0.01%-2413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO25$1.93K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.21$1.62K<0.01%-1313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$1.55K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC19$1.47K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18$1.41K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC18$1.39K<0.01%-913F-HRTimeline
Bare Financial Services, Inc14$1.08K<0.01%-4713F-HRTimeline
Keating Financial Advisory Services, In…14$1.08K<0.01%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$994<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB11$850<0.01%+213F-HRTimeline
Bell Investment Advisors, Inc9$696<0.01%-1013F-HRTimeline
Caitong International Asset Management …9$696<0.01%-11113F-HRTimeline
True Wealth Design, LLC8$619<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$464<0.01%013F-HRTimeline
Ankerstar Wealth, LLC6$464<0.01%+313F-HRTimeline
Investors Portfolio Services LLC6$448<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.5$387<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC4$310<0.01%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$310<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.4$309<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$309<0.01%+113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4$309<0.01%-6813F-HR/ATimelineGroup
Larson Financial Group LLC2$155<0.01%-2413F-HRTimeline
Abound Wealth Management2$155<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$155<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$77<0.01%-1213F-HRTimelineGroup
SBI Securities Co., Ltd.1$77<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$77<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$77<0.01%-213F-HRTimeline
Covestor Ltd2$00%-87613F-HRTimelineValue filed as zero, left out of ratios.