MGE ENERGY INC (MGEE) — Institutional Holders, Q2 2026 (page 3)
338 institutional investment managers reported a MGEE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MGEE 13F holders ranked 201–300 of 338
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Entropy Technologies#201 · 3,633 sh | 3,633 | $296.2K | 0.01% | New |
| 202 | BLAIR WILLIAM#202 · 3,603 sh | 3,603 | $293.8K | <0.01% | +19.9% |
| 203 | SRS Capital Advisors#203 · 3,588 sh | 3,588 | $292.6K | <0.01% | +1501.8% |
| 204 | Tower View Wealth Management#204 · 3,534 sh | 3,534 | $288.1K | — | -19.1% |
| 205 | Wisconsin Wealth Advisors#205 · 3,420 sh | 3,420 | $278.9K | — | -5.0% |
| 206 | Ameritas Investment Partners#206 · 3,416 sh | 3,416 | $278.5K | <0.01% | +10.7% |
| 207 | OARSMAN CAPITAL#207 · 3,405 sh | 3,405 | $277.6K | 0.03% | -24.8% |
| 208 | Abel Hall#208 · 3,397 sh | 3,397 | $277.0K | — | +29.5% |
| 209 | ASSOCIATED BANC#209 · 3,360 sh | 3,360 | $274.0K | <0.01% | 0.0% |
| 210 | Annex Advisory Services#210 · 3,283 sh | 3,283 | $267.7K | — | +0.3% |
| 211 | Security National Bank#211 · 3,269 sh | 3,269 | $266.6K | — | 0.0% |
| 212 | Cambridge Investment Research Advisors#212 · 3,248 sh | 3,248 | $265.0K | <0.01% | +0.1% |
| 213 | Waverly Advisors#213 · 3,191 sh | 3,191 | $260.2K | <0.01% | New |
| 214 | Madison Asset Management#214 · 3,138 sh | 3,138 | $255.9K | <0.01% | 0.0% |
| 215 | TCG Advisory Services#215 · 3,099 sh | 3,099 | $252.7K | <0.01% | New |
| 216 | Man Group plc#216 · 3,089 sh | 3,089 | $251.9K | <0.01% | New |
| 217 | IHT Wealth Management#217 · 3,088 sh | 3,088 | $251.8K | <0.01% | 0.0% |
| 218 | CIBC Bancorp USA#218 · 3,084 sh | 3,084 | $251.5K | <0.01% | +9.3% |
| 219 | Redmond Asset Management#219 · 3,062 sh | 3,062 | $249.7K | 0.06% | 0.0% |
| 220 | Ellenbecker Investment Group#220 · 3,055 sh | 3,055 | $249.2K | 0.03% | +0.2% |
| 221 | Smith Thornton Advisors#221 · 2,835 sh | 2,835 | $232.9K | — | 0.0% |
| 222 | ERn Financial#222 · 2,805 sh | 2,805 | $228.8K | 0.04% | +0.3% |
| 223 | Tower Research Capital (TRC)#223 · 2,739 sh | 2,739 | $223.3K | <0.01% | +81.5% |
| 224 | Morningstar Investment Management#224 · 2,854 sh | 2,854 | $220.6K | 0.01% | 0.0% |
| 225 | Dana Investment Advisors#225 · 2,671 sh | 2,671 | $217.8K | <0.01% | 0.0% |
| 226 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#226 · 2,626 sh | 2,626 | $214.1K | 0.00% | -81.5% |
| 227 | CHOREO#227 · 2,614 sh | 2,614 | $213.2K | <0.01% | New |
| 228 | IFM Investors Pty Ltd#228 · 2,610 sh | 2,610 | $212.8K | — | 0.0% |
| 229 | Crossmark Global#229 · 2,541 sh | 2,541 | $207.2K | — | New |
| 230 | AIGEN INVESTMENT MANAGEMENT#230 · 2,536 sh | 2,536 | $206.8K | 0.06% | New |
| 231 | QUADRANT CAPITAL GROUP#231 · 2,478 sh | 2,478 | $202.1K | — | -51.9% |
| 232 | KOM Wealth Management Group#232 · 2,459 sh | 2,459 | $200.5K | — | New |
| 233 | Institute for Wealth Management#233 · 2,430 sh | 2,430 | $198.2K | 0.02% | -20.3% |
| 234 | Integrated Wealth Concepts#234 · 2,344 sh | 2,344 | $191.2K | <0.01% | New |
| 235 | BOKF, NA#235 · 2,309 sh | 2,309 | $188.3K | <0.01% | +4.1% |
| 236 | NISA INVESTMENT ADVISORS#236 · 2,292 sh | 2,292 | $186.9K | — | +15.7% |
| 237 | Farther Finance Advisors#237 · 2,052 sh | 2,052 | $167.3K | — | +14.6% |
| 238 | Allworth Financial#238 · 1,972 sh | 1,972 | $160.8K | <0.01% | +114.6% |
| 239 | Wealth Enhancement Services#239 · 1,901 sh | 1,901 | $155.0K | — | +1.0% |
| 240 | NBT BANK N A#240 · 1,781 sh | 1,781 | $145.3K | — | +0.2% |
| 241 | SIT INVESTMENT ASSOCIATES#241 · 1,730 sh | 1,730 | $141.0K | <0.01% | New |
| 242 | MJT & Associates Financial Advisory Group#242 · 1,500 sh | 1,500 | $122.3K | — | 0.0% |
| 243 | UMB Bank, n.a.#243 · 1,420 sh | 1,420 | $115.8K | <0.01% | +3.6% |
| 244 | Pinnacle Wealth Planning Services#244 · 1,394 sh | 1,394 | $113.7K | 0.01% | +4.2% |
| 245 | IFP Advisors#245 · 1,308 sh | 1,308 | $106.7K | — | +41.3% |
| 246 | STEPHENSON NATIONAL BANK#246 · 1,272 sh | 1,272 | $103.7K | — | 0.0% |
| 247 | KBC Group NV#247 · 1,204 sh | 1,204 | $98.0K | — | 0.0% |
| 248 | HANTZ FINANCIAL SERVICES#248 · 1,148 sh | 1,148 | $94.0K | <0.01% | +3.4% |
| 249 | Geneos Wealth Management#249 · 1,128 sh | 1,128 | $92.0K | <0.01% | 0.0% |
| 250 | SIGNATUREFD#250 · 1,054 sh | 1,054 | $85.9K | — | +51.7% |
| 251 | Johnson Financial Group#251 · 930 sh | 930 | $75.8K | <0.01% | -37.9% |
| 252 | Parallel Advisors#252 · 914 sh | 914 | $74.5K | <0.01% | +62.9% |
| 253 | HM PAYSON#253 · 884 sh | 884 | $72.1K | <0.01% | 0.0% |
| 254 | AdvisorNet Financial#254 · 857 sh | 857 | $69.9K | — | +4.6% |
| 255 | Sterling Capital Management#255 · 759 sh | 759 | $61.9K | — | +6.8% |
| 256 | Versant Capital Management#256 · 744 sh | 744 | $60.7K | — | +60.3% |
| 257 | Highland Investment Advisors#257 · 738 sh | 738 | $60.2K | 0.03% | — |
| 258 | ACADIAN ASSET MANAGEMENT#258 · 686 sh | 686 | $55.0K | <0.01% | -46.4% |
| 259 | Washington Advisors#259 · 670 sh | 670 | $54.6K | — | 0.0% |
| 260 | Avalon#260 · 600 sh | 600 | $48.9K | <0.01% | 0.0% |
| 261 | EverSource Wealth Advisors#261 · 567 sh | 567 | $46.2K | <0.01% | -80.8% |
| 262 | IAG Wealth Partners#262 · 528 sh | 528 | $43.1K | <0.01% | 0.0% |
| 263 | PRIVATE NA#263 · 505 sh | 505 | $41.2K | — | 0.0% |
| 264 | Smartleaf Asset Management#264 · 468 sh | 468 | $37.6K | <0.01% | 0.0% |
| 265 | CREATIVE FINANCIAL DESIGNS#265 · 459 sh | 459 | $37.4K | <0.01% | -17.7% |
| 266 | Salomon & Ludwin#266 · 407 sh | 407 | $33.0K | <0.01% | +601.7% |
| 267 | HUNTINGTON NATIONAL BANK#267 · 387 sh | 387 | $31.6K | <0.01% | +6.3% |
| 268 | Optiver Holding B.V.#268 · 352 sh | 352 | $28.7K | 0.00% | +8700.0% |
| 269 | Essential Partners#269 · 349 sh | 349 | $28.5K | — | +627.1% |
| 270 | Parkside Financial Bank#270 · 316 sh | 316 | $25.8K | — | +887.5% |
| 271 | Clearstead Advisors#271 · 304 sh | 304 | $24.8K | <0.01% | New |
| 272 | MONETARY MANAGEMENT GROUP#272 · 300 sh | 300 | $24.5K | <0.01% | 0.0% |
| 273 | Kemnay Advisory Services#273 · 285 sh | 285 | $23.2K | <0.01% | -5.6% |
| 274 | Ares Financial Consulting#274 · 277 sh | 277 | $22.6K | — | 0.0% |
| 275 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#275 · 238 sh | 238 | $19.3K | <0.01% | 0.0% |
| 276 | Steward Partners Investment Advisory#276 · 234 sh | 234 | $19.1K | <0.01% | 0.0% |
| 277 | WHITTIER#277 · 229 sh | 229 | $19.0K | <0.01% | 0.0% |
| 278 | ROTHSCHILD INVESTMENT#278 · 213 sh | 213 | $17.4K | <0.01% | +232.8% |
| 279 | Steigerwald, Gordon & Koch#279 · 200 sh | 200 | $16.3K | <0.01% | 0.0% |
| 280 | HARBOR CAPITAL ADVISORS#280 · 154 sh | 154 | $13.0K | — | +37.5% |
| 281 | LOS ANGELES CAPITAL MANAGEMENT#281 · 151 sh | 151 | $12.3K | 0.00% | 0.0% |
| 282 | BARTLETT & WEALTH MANAGEMENT#282 · 150 sh | 150 | $12.2K | <0.01% | 0.0% |
| 283 | USA FINANCIAL FORMULAS#283 · 138 sh | 138 | $11.3K | <0.01% | — |
| 284 | Bangor Savings Bank#284 · 135 sh | 135 | $11.0K | — | 0.0% |
| 285 | MassMutual Private Wealth & , FSB#285 · 112 sh | 112 | $9.1K | — | +918.2% |
| 286 | Federation des caisses Desjardins du Quebec#286 · 109 sh | 109 | $8.9K | 0.00% | +47.3% |
| 287 | SJS Investment Consulting#287 · 102 sh | 102 | $8.3K | — | +1940.0% |
| 288 | High Note Wealth#288 · 101 sh | 101 | $8.2K | <0.01% | 0.0% |
| 289 | Mitsubishi UFJ Asset Management , Ltd.#289 · 96 sh | 96 | $7.8K | 0.00% | 0.0% |
| 290 | Rockefeller Capital Management L.P.#290 · 92 sh | 92 | $7.5K | 0.00% | +124.4% |
| 291 | THURSTON, SPRINGER, MILLER, HERD & TITAK#291 · 82 sh | 82 | $6.7K | — | 0.0% |
| 292 | Bare Financial Services#292 · 76 sh | 76 | $6.2K | <0.01% | +442.9% |
| 293 | FIRST HORIZON NATIONAL#293 · 64 sh | 64 | $5.2K | — | 0.0% |
| 294 | Quarry#294 · 58 sh | 58 | $4.7K | <0.01% | -32.6% |
| 295 | True Wealth Design#295 · 56 sh | 56 | $4.6K | — | +600.0% |
| 296 | Basecamp Wealth Advisors#296 · 49 sh | 49 | $4.0K | <0.01% | 0.0% |
| 297 | Owl Creek Wealth Partners#297 · 45 sh | 45 | $3.7K | — | New |
| 298 | CVA Family Office#298 · 42 sh | 42 | $3.4K | <0.01% | +5.0% |
| 299 | Fortitude Family Office#299 · 42 sh | 42 | $3.4K | — | -8.7% |
| 300 | BESSEMER GROUP#300 · 35 sh | 35 | $3.0K | 0.00% | -84.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.