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MGEE

MGEE

MGE Energy, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
32
Partial Q3 2026
Total 13F value
$9.2M
Filed positions so far
New positions
6
This quarter
Sold positions
8
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Y-Intercept (Hong Kong) Ltd

$1.4M20.2K0.03%New Position

Wealth Enhancement Advisory Services, Llc

$1.3M18.7K0.00%+19.7%

Park Capital Management, Llc / Wi

$941K13.5K0.48%-4.9%

Moody National Bank Trust Division

$810K11.7K0.07%+136.8%

Goldstein Advisors, Llc

$712K10.2K0.06%-0.2%

Form Wealth Advisors, Llc

$595K8.6K0.07%+0.1%

State Of Alaska, Department Of Revenue

$521K7.5K0.00%-44.7%

Gamma Investing Llc

$489K7.0K0.02%+38.7%

Thompson Investment Management, Inc.

$475K6.8K0.05%Unchanged

Walleye Partners, Llc

$463K6.7K0.52%+0.1%

Annex Advisory Services, Llc

$255K3.7K0.00%+11.8%

Ifm Investors Pty Ltd

$250K3.6K0.00%+37.7%

Zwj Investment Counsel Inc

$245K3.5K0.01%New Position

Wisconsin Wealth Advisors, Llc

$216K3.1K0.18%-8.9%

Farther Finance Advisors, Llc

$143K2.1K0.00%+0.1%

Wealth Enhancement Trust Services, Inc.

$117K1.7K0.01%-15.0%

Steph & Co

$88K1.3K0.02%Unchanged

Ifp Advisors, Inc

$78K1.1K0.00%-13.8%

Versant Capital Management, Inc

$62K8920.01%+19.9%

Essential Partners Llc

$25K3560.01%+2.0%

Bangor Savings Bank

$9K1350.00%Unchanged

True Wealth Design, Llc

$7K1070.00%+91.1%

Pension & Wealth Management Advisors, Inc.

$6K830.00%New Position

Usa Financial Formulas

$6K820.00%-44.2%

Fortitude Family Office, Llc

$3K470.00%+11.9%

Gk Wealth Management Llc

$3K360.00%New Position

Proathlete Wealth Management Llc

$2K280.00%New Position

Mather Group, Llc.

$2K240.00%Unchanged

Marquette Asset Management, Llc

$834120.00%New Position

Massmutual Private Wealth & Trust, Fsb

$62590.00%-92.0%

Dinuzzo Private Wealth, Inc.

$41760.00%Unchanged

Gilpin Wealth Management, Llc

$34850.00%+25.0%

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