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Institutional Ownership · SEC Form 13F

Who owns MGEE (MGEE)


Which tracked institutional funds hold MGEE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGEE company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

317
Institutional holders
20,236,862
Shares held (tracked funds)
55.4%
Of shares outstanding

How the tape is positioned

51 tracked funds added or opened MGEE while 42 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MGEE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MGEE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 317 tracked filers holding MGEE, 153 increased or opened the position and 149 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MGEE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 18

  • VANGUARD PORTFOLIO MANAGEMENT LLC$206M
  • VANGUARD CAPITAL MANAGEMENT LLC$127M
  • DEPRINCE RACE & ZOLLO INC$21M
  • VANGUARD FIDUCIARY TRUST CO$19M
  • Point72 Asset Management, L.P.$6M
  • VANGUARD ASSET MANAGEMENT, Ltd$2M

Full exits 10

  • VANGUARD GROUP INC$332M
  • VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.$6M
  • ROYAL LONDON ASSET MANAGEMENT LTD$3M
  • Balyasny Asset Management L.P.$1M
  • D. E. Shaw & Co., Inc.$1M
  • COMERICA BANK$931K

Largest adds

  • MILLENNIUM MANAGEMENT LLC$8M
  • TWO SIGMA INVESTMENTS, LP$6M
  • Qube Research & Technologies Ltd$5M
  • JANE STREET GROUP, LLC$4M
  • TUDOR INVESTMENT CORP ET AL$4M
  • BANK OF AMERICA CORP /DE/$3M

Largest trims

  • BlackRock, Inc.$147M
  • VICTORY CAPITAL MANAGEMENT INC$46M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
  • BARCLAYS PLC$4M
  • SILVERCREST ASSET MANAGEMENT GROUP LLC$3M
  • UBS Group AG$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed3,902,052$302M16.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new2,663,101$206M11.0%2026-Q1
STATE STREET CORP added1,918,678$148M7.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,641,026$127M6.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added925,771$72M3.8%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed684,267$53M2.8%2026-Q1
FIRST TRUST ADVISORS LP trimmed446,870$35M1.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed418,151$32M1.7%2026-Q1
NORTHERN TRUST CORP added360,849$28M1.5%2026-Q1
Qube Research & Technologies Ltd added330,037$26M1.4%2026-Q1
Bank of New York Mellon Corp added320,415$25M1.3%2026-Q1
MORGAN STANLEY trimmed306,393$24M1.3%2026-Q1
DEPRINCE RACE & ZOLLO INC added277,117$21M1.1%2026-Q1
GABELLI FUNDS LLC271,200$21M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new246,323$19M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added226,486$18M0.9%2026-Q1
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed221,263$17M0.9%2026-Q1
SPEECE THORSON CAPITAL GROUP INC trimmed189,547$15M0.8%2026-Q1
Nuveen, LLC added185,454$14M0.8%2026-Q1
Legal & General Group Plc trimmed182,530$14M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added178,194$14M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added169,646$13M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added169,074$13M0.7%2026-Q1
TUDOR INVESTMENT CORP ET AL added159,622$12M0.7%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed134,357$10M0.6%2026-Q1
Public Sector Pension Investment Board added130,768$10M0.5%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added122,768$9M0.5%2026-Q1
Invesco Ltd. added116,213$9M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ added99,834$8M0.4%2026-Q1
RHUMBLINE ADVISERS added85,637$7M0.4%2026-Q1
ProShare Advisors LLC added83,383$6M0.3%2026-Q1
JANE STREET GROUP, LLC added80,249$6M0.3%2026-Q1
Point72 Asset Management, L.P. added80,070$6M0.3%2026-Q1
MARSHALL WACE, LLP added79,327$6M0.3%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed74,605$6M0.3%2026-Q1
Swiss National Bank72,050$6M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed68,207$5M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added67,600$5M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed67,447$5M0.3%2026-Q1
UBS Group AG trimmed61,050$5M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added59,747$5M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added53,686$4M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed49,266$4M0.2%2026-Q1
DEUTSCHE BANK AG\ added45,640$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed44,911$3M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added44,565$3M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed40,304$3M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added39,725$3M0.2%2026-Q1
Trexquant Investment LP added39,441$3M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed39,146$3M0.2%2026-Q1
US BANCORP \DE\ trimmed38,336$3M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added37,239$3M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added35,463$3M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed34,857$3M0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added33,769$3M0.1%2026-Q1
SEI INVESTMENTS CO added32,857$3M0.1%2026-Q1
SG Americas Securities, LLC added32,477$3M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed32,368$3M0.1%2026-Q1
Russell Investments Group, Ltd. added32,291$2M0.1%2026-Q1
Cetera Investment Advisers trimmed32,253$2M0.1%2026-Q1
Madison Wealth Partners, Inc added31,731$2M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed30,152$2M0.1%2026-Q1
Magellan Asset Management Ltd added29,683$2M0.1%2026-Q1
Merit Financial Group, LLC added29,378$2M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new29,126$2M0.1%2026-Q1
Quantbot Technologies LP added28,868$2M0.1%2026-Q1
ExodusPoint Capital Management, LP added28,188$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D added28,084$2M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new27,833$2M0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added27,593$2M0.1%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC new25,903$2M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed24,391$2M0.1%2026-Q1
GSA CAPITAL PARTNERS LLP added23,661$2M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added22,600$2M0.1%2026-Q1
Squarepoint Ops LLC added22,543$2M0.1%2026-Q1
ROYCE & ASSOCIATES LP trimmed21,552$2M0.1%2026-Q1
HRT FINANCIAL LP added21,399$2M0.1%2026-Q1
LPL Financial LLC trimmed20,425$2M0.1%2026-Q1
Illinois Municipal Retirement Fund trimmed20,264$2M0.1%2026-Q1
FIFTH THIRD BANCORP added20,251$2M0.1%2026-Q1
MetLife Investment Management, LLC trimmed20,208$2M0.1%2026-Q1
State of Alaska, Department of Revenue trimmed19,209$1M0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added18,302$1M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed17,441$1M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added17,311$1M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed16,971$1M0.1%2026-Q1
VARCOV Co. new16,770$1M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed16,674$1M0.1%2026-Q1
JANUS HENDERSON GROUP PLC16,376$1M0.1%2026-Q1
Louisiana State Employees Retirement System trimmed16,200$1M0.1%2026-Q1
State of Tennessee, Department of Treasury16,009$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed4,239,964$332M17.7%2025-Q4 stale
T. Rowe Price Investment Management, Inc. trimmed316,320$28M1.5%2025-Q2 stale
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed80,501$6M0.3%2025-Q4 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC47,000$4M0.2%2025-Q1 stale
ROYAL LONDON ASSET MANAGEMENT LTD trimmed35,414$3M0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed19,029$2M0.1%2025-Q1 stale
Balyasny Asset Management L.P. added18,110$1M0.1%2025-Q4 stale
Gotham Asset Management, LLC added16,486$1M0.1%2025-Q3 stale
D. E. Shaw & Co., Inc. added16,074$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership