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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,902,052 | $302M | 16.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,663,101 | $206M | 11.0% | 2026-Q1 |
| STATE STREET CORP added | 1,918,678 | $148M | 7.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,641,026 | $127M | 6.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 925,771 | $72M | 3.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 684,267 | $53M | 2.8% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 446,870 | $35M | 1.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 418,151 | $32M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 360,849 | $28M | 1.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 330,037 | $26M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 320,415 | $25M | 1.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 306,393 | $24M | 1.3% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 277,117 | $21M | 1.1% | 2026-Q1 |
| GABELLI FUNDS LLC | 271,200 | $21M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 246,323 | $19M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 226,486 | $18M | 0.9% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 221,263 | $17M | 0.9% | 2026-Q1 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 189,547 | $15M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 185,454 | $14M | 0.8% | 2026-Q1 |
| Legal & General Group Plc trimmed | 182,530 | $14M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 178,194 | $14M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 169,646 | $13M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 169,074 | $13M | 0.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 159,622 | $12M | 0.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 134,357 | $10M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 130,768 | $10M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 122,768 | $9M | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 116,213 | $9M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 99,834 | $8M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 85,637 | $7M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC added | 83,383 | $6M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 80,249 | $6M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 80,070 | $6M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 79,327 | $6M | 0.3% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 74,605 | $6M | 0.3% | 2026-Q1 |
| Swiss National Bank | 72,050 | $6M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 68,207 | $5M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 67,600 | $5M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 67,447 | $5M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 61,050 | $5M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 59,747 | $5M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 53,686 | $4M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 49,266 | $4M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 45,640 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 44,911 | $3M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 44,565 | $3M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 40,304 | $3M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 39,725 | $3M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 39,441 | $3M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 39,146 | $3M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 38,336 | $3M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 37,239 | $3M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 35,463 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 34,857 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 33,769 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 32,857 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 32,477 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 32,368 | $3M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 32,291 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 32,253 | $2M | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 31,731 | $2M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 30,152 | $2M | 0.1% | 2026-Q1 |
| Magellan Asset Management Ltd added | 29,683 | $2M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 29,378 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 29,126 | $2M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 28,868 | $2M | 0.1% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 28,188 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 28,084 | $2M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 27,833 | $2M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 27,593 | $2M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC new | 25,903 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 24,391 | $2M | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 23,661 | $2M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 22,600 | $2M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 22,543 | $2M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 21,552 | $2M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 21,399 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 20,425 | $2M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund trimmed | 20,264 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 20,251 | $2M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 20,208 | $2M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 19,209 | $1M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 18,302 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,441 | $1M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 17,311 | $1M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 16,971 | $1M | 0.1% | 2026-Q1 |
| VARCOV Co. new | 16,770 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 16,674 | $1M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 16,376 | $1M | 0.1% | 2026-Q1 |
| Louisiana State Employees Retirement System trimmed | 16,200 | $1M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury | 16,009 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,239,964 | $332M | 17.7% | 2025-Q4 stale |
| T. Rowe Price Investment Management, Inc. trimmed | 316,320 | $28M | 1.5% | 2025-Q2 stale |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. trimmed | 80,501 | $6M | 0.3% | 2025-Q4 stale |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 47,000 | $4M | 0.2% | 2025-Q1 stale |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 35,414 | $3M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 19,029 | $2M | 0.1% | 2025-Q1 stale |
| Balyasny Asset Management L.P. added | 18,110 | $1M | 0.1% | 2025-Q4 stale |
| Gotham Asset Management, LLC added | 16,486 | $1M | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 16,074 | $1M | 0.1% | 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.
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.