Among active 13F managers last quarter, 9 opened and 29 added, while 8 reduced; the largest holder to move was Zimmer Partners, LP (new position). Over the last 180 days, 1 insider bought and none sold, a net +$43K in open-market trades.
Funds lean in and no leg opposes.
298 tracked 13F filers disclose a position in MGEE as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.1M | $496.9M | ▲+12% Added · +634K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.8M | $227.8M | ▲+4.9% Added · +131K sh | Q2 2026 | |
| 3 | State Street Corp | 2.0M | $167.1M | ▲+6.8% Added · +131K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.7M | $138.8M | ▲+3.8% Added · +62K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 1.0M | $82.0M | ▲+8.6% Added · +79K sh | Q2 2026 | |
| 6 | Zimmer Partners, LP | 1.0M | $81.5M | ▲New +1.0M sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 684K | $52.9M | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 8 | Westwood Holdings Group Inc | 531K | $43.3M | ▲New +531K sh | Q2 2026 | |
| 9 | First Trust Advisors LP | 447K | $34.5M | ▼−2.0% Reduced · −9K sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 418K | $32.3M | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 361K | $27.9M | ▲+2.5% Added · +9K sh | Q1 2026 | |
| 12 | Deprince Race & Zollo Inc | 351K | $28.6M | ▲+27% Added · +74K sh | Q2 2026 | |
| 13 | Qube Research & Technologies Ltd | 330K | $25.5M | ▲+25% Added · +66K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | 320K | $24.8M | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 15 | Morgan Stanley | 306K | $23.7M | ▼−6.8% Reduced · −22K sh | Q1 2026 | |
| 16 | Gabelli Funds LLC | 271K | $21.0M | —Held | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 250K | $20.4M | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 18 | Speece Thorson Capital Group Inc | 229K | $18.6M | ▲+21% Added · +39K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 226K | $17.5M | ▲+4.8% Added · +10K sh | Q1 2026 | |
| 20 | Silvercrest Asset Management Group LLC | 221K | $17.1M | ▼−15% Reduced · −38K sh | Q1 2026 | |
| 21 | Yaupon Capital Management LP | 200K | $16.3M | ▲New +200K sh | Q2 2026 | |
| 22 | Nuveen, LLC | 185K | $14.3M | ▲+16% Added · +26K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | 183K | $14.1M | ▼−9.4% Reduced · −19K sh | Q1 2026 | |
| 24 | Principal Financial Group Inc | 178K | $13.8M | ▲+2.1% Added · +4K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 170K | $13.1M | ▲+156% Added · +103K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in MGEE and 29 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 160 funds | $186.6B |
| Nvidia CorpNVDA | 156 funds | $306.3B |
| Amazon.com IncAMZN | 154 funds | $147.9B |
| Alphabet Inc-CL AGOOGL | 152 funds | $123.3B |
| Meta Platforms Inc-Class AMETA | 152 funds | $76.8B |
| Eli Lilly & CoLLY | 152 funds | $61.5B |
| Mastercard Inc - AMA | 152 funds | $40.2B |
| Visa Inc-Class A SharesV | 151 funds | $44.6B |
| Apple IncAAPL | 150 funds | $208.9B |
| JPMorgan Chase & CoJPM | 150 funds | $43.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 150 funds | $27.8B |
| Costco Wholesale CorpCOST | 150 funds | $25.2B |
Ranked by how many of MGEE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MGEE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Berbee James G | Director | Buy (P) | 275 | $21K |
| Aug 19, 2026 | Berbee James G | Director | Buy (P) | 261 | $21K |
| Mar 11, 2026 | Berbee James G | Director | Buy (P) | 373 | $29K |
| Dec 5, 2025 | Berbee James G | Director | Buy (P) | 270 | $21K |
| Sep 8, 2025 | Berbee James G | Director | Buy (P) | 254 | $21K |
| Aug 15, 2025 | Berbee James G | Director | Buy (P) | 507 | $42K |
| Mar 12, 2025 | Berbee James G | Director | Buy (P) | 446 | $40K |
| Aug 23, 2024 | Berbee James G | Director | Buy (P) | 406 | $35K |
| May 30, 2024 | Berbee James G | Director | Buy (P) | 58 | $4K |
| Mar 6, 2024 | Berbee James G | Director | Buy (P) | 458 | $38K |
| Dec 6, 2023 | Berbee James G | Director | Buy (P) | 20 | $1K |
| Dec 6, 2023 | Smith Scott Robert | VP Business and Reg. Strategy | Buy (P) | 134 | $10K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 29 | – |
Insiders Form 4 open-market | 1 | 0 | +$43K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MGEE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MGEE/capital-change-brief"
Use Arkolith's capital_change_brief for MGEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MGEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.