Filing Research | MGEE - MGE ENERGY INC Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	73.4KSH	$6.0M
2	Merit Financial Group, LLC	Shares	30.3KSH	$2.5M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	28.0KSH	$2.3M
4	Louisiana State Employees Retirement System	Shares	16.5KSH	$1.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	15.6KSH	$1.3M
6	Park Capital Management, LLC / WI	Shares	14.2KSH	$1.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	11.1KSH	$905.3K
8	HENNESSY ADVISORS INC	Shares	10.6KSH	$862.6K
9	Goldstein Advisors, LLC	Shares	10.3KSH	$837.1K
10	MBE Wealth Management, LLC	Shares	9.9KSH	$808.8K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.9KSH	$806.2K
12	FORM Wealth Advisors, LLC	Shares	8.6KSH	$698.4K
13	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	6.8KSH	$557.4K
14	Walleye Partners, LLC	Shares	6.7KSH	$543.7K
15	Trust Point Inc.	Shares	6.3KSH	$516.5K
16	GAMMA Investing LLC	Shares	5.1KSH	$413.6K
17	MOODY NATIONAL BANK TRUST DIVISION	Shares	4.9KSH	$401.5K
18	J.W. COLE ADVISORS, INC.	Shares	4.5KSH	$364.4K
19	Sequoia Financial Advisors, LLC	Shares	4.0KSH	$322.7K
20	Tower View Wealth Management LLC	Shares	3.5KSH	$288.1K
21	Wisconsin Wealth Advisors, LLC	Shares	3.4KSH	$278.9K
22	Abel Hall, LLC	Shares	3.4KSH	$277.0K
23	Annex Advisory Services, LLC	Shares	3.3KSH	$267.7K
24	Security National Bank	Shares	3.3KSH	$266.6K
25	Smith Thornton Advisors LLC	Shares	2.8KSH	$232.9K
26	ERn Financial, LLC	Shares	2.8KSH	$228.8K
27	Morningstar Investment Management LLC	Shares	2.9KSH	$220.6K
28	IFM Investors Pty Ltd	Shares	2.6KSH	$212.8K
29	Crossmark Global Holdings, Inc.	Shares	2.5KSH	$207.2K
30	KOM Wealth Management Group, LLC	Shares	2.5KSH	$200.5K
31	Farther Finance Advisors, LLC	Shares	2.1KSH	$167.3K
32	Wealth Enhancement Trust Services, Inc.	Shares	1.9KSH	$155.0K
33	MJT & Associates Financial Advisory Group, Inc.	Shares	1.5KSH	$122.3K
34	IFP Advisors, Inc	Shares	1.3KSH	$106.7K
35	STEPH & CO	Shares	1.3KSH	$103.7K
36	SIGNATUREFD, LLC	Shares	1.1KSH	$85.9K
37	HM PAYSON & CO	Shares	884SH	$72.1K
38	AdvisorNet Financial, Inc	Shares	857SH	$69.9K
39	Versant Capital Management, Inc	Shares	744SH	$60.7K
40	EverSource Wealth Advisors, LLC	Shares	567SH	$46.2K
41	Ares Financial Consulting, LLC	Shares	277SH	$22.6K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	238SH	$19.3K
43	Steigerwald, Gordon & Koch Inc.	Shares	200SH	$16.3K
44	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	150SH	$12.2K
45	Bangor Savings Bank	Shares	135SH	$11.0K
46	MassMutual Private Wealth & Trust, FSB	Shares	112SH	$9.1K
47	SJS Investment Consulting Inc.	Shares	102SH	$8.3K
48	High Note Wealth, LLC	Shares	101SH	$8.2K
49	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	82SH	$6.7K
50	FIRST HORIZON CORP	Shares	64SH	$5.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.2K	+$767.3K	$1.3M
2	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+4.9K	+$401.5K	$401.5K
3	Sequoia Financial Advisors, LLC new	Shares	+4.0K	+$322.7K	$322.7K
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.2K	+$222.8K	$6.0M
5	Crossmark Global Holdings, Inc. new	Shares	+2.5K	+$207.2K	$207.2K
6	Merit Financial Group, LLC added	Shares	+940	+$201.5K	$2.5M
7	KOM Wealth Management Group, LLC new	Shares	+2.5K	+$200.5K	$200.5K
8	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+414	+$151.0K	$2.3M
9	Park Capital Management, LLC / WI added	Shares	+759	+$119.2K	$1.2M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+890	+$116.0K	$905.3K
11	Louisiana State Employees Retirement System added	Shares	+300	+$93.3K	$1.3M
12	GAMMA Investing LLC added	Shares	+690	+$74.9K	$413.6K
13	Abel Hall, LLC added	Shares	+774	+$74.3K	$277.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+138	+$52.7K	$806.2K
15	MBE Wealth Management, LLC added	Shares	+13	+$43.2K	$808.8K
16	FORM Wealth Advisors, LLC added	Shares	+7	+$36.9K	$698.4K
17	Goldstein Advisors, LLC trimmed	Shares	-103	+$35.7K	$837.1K
18	IFP Advisors, Inc added	Shares	+382	+$35.1K	$106.7K
19	SIGNATUREFD, LLC added	Shares	+359	+$32.2K	$85.9K
20	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$29.1K	$557.4K
21	Trust Point Inc. added	Shares	+19	+$28.4K	$516.5K
22	Walleye Partners, LLC unchanged	Shares	0	+$28.3K	$543.7K
23	Farther Finance Advisors, LLC added	Shares	+261	+$28.1K	$167.3K
24	Versant Capital Management, Inc added	Shares	+280	+$24.8K	$60.7K
25	J.W. COLE ADVISORS, INC. added	Shares	+9	+$19.7K	$364.4K
26	Annex Advisory Services, LLC added	Shares	+10	+$14.7K	$267.7K
27	Security National Bank unchanged	Shares	0	+$13.9K	$266.6K
28	Smith Thornton Advisors LLC unchanged	Shares	0	+$13.8K	$232.9K
29	ERn Financial, LLC added	Shares	+9	+$12.7K	$228.8K
30	IFM Investors Pty Ltd unchanged	Shares	0	+$11.1K	$212.8K
31	Wealth Enhancement Trust Services, Inc. added	Shares	+18	+$9.5K	$155.0K
32	MassMutual Private Wealth & Trust, FSB added	Shares	+101	+$8.3K	$9.1K
33	SJS Investment Consulting Inc. added	Shares	+97	+$7.9K	$8.3K
34	EverSource Wealth Advisors, LLC added	Shares	+65	+$7.4K	$46.2K
35	AdvisorNet Financial, Inc added	Shares	+38	+$6.6K	$69.9K
36	MJT & Associates Financial Advisory Group, Inc. unchanged	Shares	0	+$6.4K	$122.3K
37	STEPH & CO unchanged	Shares	0	+$5.4K	$103.7K
38	True Wealth Design, LLC added	Shares	+48	+$3.9K	$4.6K
39	HM PAYSON & CO unchanged	Shares	0	+$3.8K	$72.1K
40	Owl Creek Wealth Partners LLC new	Shares	+45	+$3.7K	$3.7K
41	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.1K	$22.6K
42	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$850	$16.3K
43	SBI Securities Co., Ltd. added	Shares	+10	+$820	$897
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$809	$19.3K
45	Creative Capital Management Investments LLC new	Shares	+8	+$652	$652
46	Bangor Savings Bank unchanged	Shares	0	+$574	$11.0K
47	Physician Wealth Advisors, Inc. new	Shares	+7	+$571	$571
48	Wisconsin Wealth Advisors, LLC trimmed	Shares	-181	+$546	$278.9K
49	High Note Wealth, LLC unchanged	Shares	0	+$430	$8.2K
50	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$349	$6.7K

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