MGE ENERGY INC (MGEE) — Institutional Holders, Q2 2026 (page 4)
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 301 to 338. 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 301–338 of 338
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Keating Financial Advisory Services#301 · 35 sh | 35 | $2.9K | <0.01% | +150.0% |
| 302 | Truvestments Capital#302 · 33 sh | 33 | $2.7K | <0.01% | 0.0% |
| 303 | BROWN BROTHERS HARRIMAN#303 · 25 sh | 25 | $2.0K | 0.00% | 0.0% |
| 304 | MATHER GROUP#304 · 24 sh | 24 | $2.0K | — | -63.1% |
| 305 | FARMERS & MERCHANTS INVESTMENTS#305 · 20 sh | 20 | $1.6K | — | 0.0% |
| 306 | Larson Financial Group#306 · 20 sh | 20 | $1.6K | 0.00% | +900.0% |
| 307 | WHITTIER OF NEVADA#307 · 18 sh | 18 | $1.5K | 0.00% | 0.0% |
| 308 | JFS WEALTH ADVISORS#308 · 18 sh | 18 | $1.5K | <0.01% | 0.0% |
| 309 | Caitlin John#309 · 15 sh | 15 | $1.2K | <0.01% | -53.1% |
| 310 | Investors Portfolio Services#310 · 14 sh | 14 | $1.1K | <0.01% | +133.3% |
| 311 | ACTION POINT FINANCIAL PLANNING#311 · 15 sh | 15 | $1.1K | <0.01% | New |
| 312 | Kilter Group#312 · 13 sh | 13 | $1.1K | <0.01% | New |
| 313 | Spire Wealth Management#313 · 13 sh | 13 | $1.0K | 0.00% | 0.0% |
| 314 | Avion Wealth#314 · 20 sh | 20 | $1.0K | <0.01% | New |
| 315 | Covestor Ltd#315 · 10 sh | 10 | $1.0K | <0.01% | +400.0% |
| 316 | SBI Securities , Ltd.#316 · 11 sh | 11 | $897.00 | — | +1000.0% |
| 317 | Cornerstone Planning Group#317 · 9 sh | 9 | $747.00 | — | New |
| 318 | TD PRIVATE CLIENT WEALTH#318 · 8 sh | 8 | $652.00 | 0.00% | -57.9% |
| 319 | Creative Capital Management Investments#319 · 8 sh | 8 | $652.00 | <0.01% | New |
| 320 | Fulcrum Asset Management LLP#320 · 8 sh | 8 | $642.00 | <0.01% | New |
| 321 | Physician Wealth Advisors#321 · 7 sh | 7 | $571.00 | — | New |
| 322 | HFM Investment Advisors#322 · 7 sh | 7 | $571.00 | <0.01% | +250.0% |
| 323 | DiNuzzo Private Wealth#323 · 6 sh | 6 | $490.00 | — | 0.0% |
| 324 | Ankerstar Wealth#324 · 6 sh | 6 | $489.00 | <0.01% | 0.0% |
| 325 | Rialto Wealth Management#325 · 4 sh | 4 | $327.00 | <0.01% | 0.0% |
| 326 | GILPIN WEALTH MANAGEMENT#326 · 4 sh | 4 | $327.00 | — | 0.0% |
| 327 | Bay Harbor Wealth Management#327 · 3 sh | 3 | $245.00 | <0.01% | -25.0% |
| 328 | Bell Investment Advisors#328 · 3 sh | 3 | $245.00 | 0.00% | -66.7% |
| 329 | Caitong International Asset Management , Ltd#329 · 3 sh | 3 | $245.00 | 0.00% | -66.7% |
| 330 | JPL Wealth Management#330 · 3 sh | 3 | $245.00 | 0.00% | New |
| 331 | Abound Wealth Management#331 · 2 sh | 2 | $164.00 | — | 0.0% |
| 332 | Davis Capital Management#332 · 2 sh | 2 | $163.00 | — | New |
| 333 | LRI Investments#333 · 2 sh | 2 | $163.00 | 0.00% | New |
| 334 | DecisionPoint Financial#334 · 1 sh | 1 | $82.00 | 0.00% | New |
| 335 | Hughes Financial Services#335 · 1 sh | 1 | $82.00 | 0.00% | 0.0% |
| 336 | Evolution Advisers#336 · 4 sh | 4 | $0.00 | 0.00% | New |
| 337 | Navigoe#337 · 1 sh | 1 | $0.00 | 0.00% | New |
| 338 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#338 · 43,145 sh | 43,145 | — | — | +23.8% |
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.