MGEE — MGE ENERGY INC
Reported value held$1.30B
Funds holding (latest)39
SectorEnergy
Funds holding (Q2 2026)34
Institutional value$932.10M · 11.49M sh
New / Add / Cut / Exit4 / 22 / 8 / 3
Top-5 / Top-10 concentration74.9% / 87.2%
Institutional holdings change
Accumulating +17.2%
(+1.68M sh)
Institutional value change
Up +23.6%
As of Q2 2026, 34 SEC-registered investment managers reported holding MGEE (MGE ENERGY INC) in their latest 13F filings, with a combined reported value of $932.10M across 11.49M shares. That is +17.2% by share count (+1.68M shares) versus the previous quarter, while reported value moved +23.6%. Ownership is concentrated: the five largest holders account for 74.9% of reported value and the top ten for 87.2%.
Compared with the prior quarter, 4 opened new positions, 22 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MGEE is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.09M | $496.90M | 0.01% | Add |
| Geode Capital Management history | 1.01M | $81.97M | 0.00% | Add |
| Morgan Stanley history | 545.47K | $44.48M | 0.00% | Add |
| Two Sigma Investments history | 486.96K | $39.71M | 0.03% | Add |
| Charles Schwab Investment Management history | 434.56K | $35.43M | 0.01% | Add |
| Northern Trust Corp history | 394.58K | $32.17M | 0.00% | Add |
| BNY Mellon history | 332.19K | $27.09M | 0.01% | Add |
| AQR Capital Management history | 300.29K | $24.49M | 0.01% | Add |
| Legal & General Investment Management America history | 189.40K | $15.44M | 0.00% | Add |
| Goldman Sachs Group history | 184.13K | $15.01M | 0.00% | Reduce |
| Principal Global Investors history | 182.43K | $14.88M | 0.01% | Add |
| PSP Investments history | 129.68K | $10.57M | 0.03% | Reduce |
| Arrowstreet Capital history | 119.54K | $9.75M | 0.00% | Reduce |
| Invesco Ltd history | 111.48K | $9.09M | 0.00% | Reduce |
| Soros Fund Management history | 106.81K | $8.71M | 0.13% | New |
| Millennium Management history | 104.89K | $8.55M | 0.00% | Reduce |
| UBS Group AG history | 100.35K | $8.18M | 0.00% | Add |
| Bank of America Corp history | 82.80K | $6.75M | 0.00% | Reduce |
| Renaissance Technologies history | 81.30K | $6.63M | 0.01% | Add |
| Point72 Asset Management history | 65.88K | $5.37M | 0.02% | Reduce |
| Balyasny Asset Management history | 57.98K | $4.73M | 0.01% | New |
| Wells Fargo & Co history | 54.48K | $4.44M | 0.00% | Add |
| Citadel Advisors history | 52.40K | $4.27M | 0.01% | Add |
| Deutsche Bank AG history | 51.01K | $4.16M | 0.00% | Add |
| JPMorgan Chase & Co history | 43.79K | $3.65M | 0.00% | New |
| Prudential Financial history | 38.93K | $3.17M | 0.00% | Add |
| Citigroup Inc history | 22.88K | $1.87M | 0.00% | Add |
| Manulife Financial history | 18.28K | $1.49M | 0.00% | Add |
| D. E. Shaw & Co history | 10.71K | $873.29K | 0.00% | New |
| CPP Investments history | 10.60K | $864.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.51K | $775.11K | 0.00% | Add |
| Franklin Resources history | 3.96K | $322.98K | 0.00% | Reduce |
| PNC Financial Services history | 3.73K | $304.55K | 0.00% | Add |
| T. Rowe Price Associates history | 62.01K | $5.06K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.46M | $421.98M | 0.01% | Reduce |
| Geode Capital Management history | 925.77K | $71.57M | 0.00% | Hold |
| Charles Schwab Investment Management history | 418.15K | $32.32M | 0.01% | Reduce |
| Northern Trust Corp history | 360.85K | $27.89M | 0.00% | Add |
| BNY Mellon history | 320.42K | $24.76M | 0.01% | Add |
| Morgan Stanley history | 306.39K | $23.68M | 0.00% | Reduce |
| Goldman Sachs Group history | 226.49K | $17.51M | 0.00% | Add |
| Legal & General Investment Management America history | 182.53K | $14.11M | 0.00% | Reduce |
| Principal Global Investors history | 178.19K | $13.77M | 0.01% | Add |
| Millennium Management history | 169.65K | $13.11M | 0.01% | Add |
| Two Sigma Investments history | 169.07K | $13.07M | 0.01% | Add |
| PSP Investments history | 130.77K | $10.11M | 0.03% | Add |
| Arrowstreet Capital history | 122.77K | $9.49M | 0.01% | Add |
| Invesco Ltd history | 116.21K | $8.98M | 0.00% | Add |
| Bank of America Corp history | 99.83K | $7.72M | 0.00% | Add |
| Point72 Asset Management history | 80.07K | $6.19M | 0.01% | New |
| Marshall Wace history | 79.33K | $6.13M | 0.01% | Add |
| Renaissance Technologies history | 67.60K | $5.22M | 0.01% | Add |
| UBS Group AG history | 61.05K | $4.72M | 0.00% | Reduce |
| Citadel Advisors history | 50.61K | $3.91M | 0.00% | Reduce |
| Deutsche Bank AG history | 45.64K | $3.53M | 0.00% | Add |
| Prudential Financial history | 37.24K | $2.88M | 0.00% | Add |
| AQR Capital Management history | 34.22K | $2.64M | 0.00% | Add |
| Wells Fargo & Co history | 32.37K | $2.50M | 0.00% | Reduce |
| Royce & Associates history | 21.55K | $1.67M | 0.02% | Reduce |
| Manulife Financial history | 16.67K | $1.29M | 0.00% | Reduce |
| Janus Henderson Group history | 16.38K | $1.27M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 6.43K | $496.80K | 0.00% | Reduce |
| Citigroup Inc history | 5.90K | $456.17K | 0.00% | Reduce |
| CPP Investments history | 5.20K | $401.91K | 0.00% | Hold |
| Franklin Resources history | 4.03K | $311.79K | 0.00% | Reduce |
| PNC Financial Services history | 3.00K | $231.56K | 0.00% | Reduce |
| T. Rowe Price Associates history | 53.69K | $4.15K | 0.00% | Add |
Q4 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.72M | $448.56M | 0.01% | Add |
| Vanguard Group history | 4.55M | $356.90M | 0.01% | Hold |
| Geode Capital Management history | 921.95K | $72.32M | 0.00% | Hold |
| Charles Schwab Investment Management history | 421.49K | $33.05M | 0.01% | Reduce |
| Northern Trust Corp history | 352.12K | $27.61M | 0.00% | Reduce |
| Morgan Stanley history | 328.61K | $25.77M | 0.00% | Reduce |
| BNY Mellon history | 318.65K | $24.99M | 0.00% | Reduce |
| Goldman Sachs Group history | 216.17K | $16.95M | 0.00% | Add |
| Legal & General Investment Management America history | 201.53K | $15.80M | 0.00% | Hold |
| Principal Global Investors history | 174.48K | $13.68M | 0.01% | Reduce |
| PSP Investments history | 126.44K | $9.92M | 0.03% | Reduce |
| Arrowstreet Capital history | 109.16K | $8.56M | 0.01% | Add |
| Invesco Ltd history | 109.09K | $8.55M | 0.00% | Reduce |
| UBS Group AG history | 90.15K | $7.07M | 0.00% | Reduce |
| Two Sigma Investments history | 83.78K | $6.57M | 0.01% | Add |
| Marshall Wace history | 74.64K | $5.85M | 0.01% | Reduce |
| Bank of America Corp history | 66.45K | $5.21M | 0.00% | Reduce |
| Millennium Management history | 66.20K | $5.19M | 0.00% | Add |
| Wells Fargo & Co history | 60.78K | $4.77M | 0.00% | Add |
| JPMorgan Chase & Co history | 53.66K | $4.21M | 0.00% | Reduce |
| Citadel Advisors history | 51.12K | $4.01M | 0.00% | Add |
| Renaissance Technologies history | 46.30K | $3.63M | 0.01% | Add |
| Deutsche Bank AG history | 42.11K | $3.30M | 0.00% | Add |
| Prudential Financial history | 34.19K | $2.68M | 0.00% | Reduce |
| AQR Capital Management history | 27.78K | $2.18M | 0.00% | Reduce |
| Royce & Associates history | 24.88K | $1.95M | 0.02% | Reduce |
| Balyasny Asset Management history | 18.11K | $1.42M | 0.00% | New |
| Manulife Financial history | 17.20K | $1.35M | 0.00% | Reduce |
| Janus Henderson Group history | 16.38K | $1.28M | 0.00% | Hold |
| D. E. Shaw & Co history | 16.07K | $1.26M | 0.00% | Add |
| Citigroup Inc history | 9.68K | $759.03K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 6.64K | $521.02K | 0.00% | Add |
| CPP Investments history | 5.20K | $407.78K | 0.00% | New |
| PNC Financial Services history | 4.67K | $366.30K | 0.00% | Add |
| Franklin Resources history | 4.38K | $343.79K | 0.00% | Reduce |
| T. Rowe Price Associates history | 46.05K | $3.61K | 0.00% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.66M | $476.43M | 0.01% | Hold |
| Vanguard Group history | 4.55M | $383.42M | 0.01% | Reduce |
| Geode Capital Management history | 918.26K | $77.31M | 0.01% | Add |
| Charles Schwab Investment Management history | 427.17K | $35.96M | 0.01% | Hold |
| Northern Trust Corp history | 372.75K | $31.38M | 0.00% | Reduce |
| BNY Mellon history | 342.59K | $28.84M | 0.01% | Reduce |
| Morgan Stanley history | 338.27K | $28.48M | 0.00% | Add |
| Legal & General Investment Management America history | 201.14K | $16.93M | 0.00% | Reduce |
| Goldman Sachs Group history | 197.30K | $16.61M | 0.00% | Add |
| Principal Global Investors history | 176.61K | $14.87M | 0.01% | Reduce |
| UBS Group AG history | 143.88K | $12.11M | 0.00% | Reduce |
| PSP Investments history | 142.52K | $12.00M | 0.04% | Add |
| Invesco Ltd history | 118.75K | $10.00M | 0.00% | Reduce |
| Marshall Wace history | 86.69K | $7.30M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 84.70K | $7.13M | 0.00% | Add |
| Two Sigma Investments history | 80.76K | $6.80M | 0.01% | Add |
| Bank of America Corp history | 66.94K | $5.64M | 0.00% | Add |
| Millennium Management history | 48.77K | $4.11M | 0.00% | Add |
| Renaissance Technologies history | 43.40K | $3.65M | 0.01% | Add |
| Deutsche Bank AG history | 40.92K | $3.44M | 0.00% | Add |
| Citadel Advisors history | 38.51K | $3.24M | 0.00% | Reduce |
| Prudential Financial history | 36.77K | $3.10M | 0.00% | Reduce |
| Wells Fargo & Co history | 35.78K | $3.01M | 0.00% | Add |
| Arrowstreet Capital history | 35.68K | $3.00M | 0.00% | Add |
| AQR Capital Management history | 30.29K | $2.55M | 0.00% | Add |
| Royce & Associates history | 25.19K | $2.12M | 0.02% | Add |
| Manulife Financial history | 18.26K | $1.54M | 0.00% | Reduce |
| Janus Henderson Group history | 16.38K | $1.38M | 0.00% | Hold |
| Citigroup Inc history | 13.18K | $1.11M | 0.00% | Reduce |
| Franklin Resources history | 7.20K | $606.26K | 0.00% | Add |
| D. E. Shaw & Co history | 7.19K | $605.34K | 0.00% | Reduce |
| PNC Financial Services history | 4.49K | $377.97K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.94K | $332.02K | 0.00% | Reduce |
| T. Rowe Price Associates history | 40.43K | $3.40K | 0.00% | Add |
Q2 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.68M | $502.68M | 0.01% | Reduce |
| BlackRock Inc history | 5.68M | $502.68M | 0.01% | Reduce |
| Vanguard Group history | 4.58M | $405.11M | 0.01% | Hold |
| Geode Capital Management history | 912.74K | $80.74M | 0.01% | Add |
| Charles Schwab Investment Management history | 426.74K | $37.74M | 0.01% | Hold |
| Northern Trust Corp history | 379.42K | $33.56M | 0.01% | Reduce |
| BNY Mellon history | 350.73K | $31.02M | 0.01% | Add |
| Morgan Stanley history | 335.91K | $29.71M | 0.00% | Add |
| Morgan Stanley history | 335.91K | $29.71M | 0.00% | Add |
| Invesco Ltd history | 238.75K | $21.11M | 0.00% | Add |
| Legal & General Investment Management America history | 210.60K | $18.63M | 0.01% | Add |
| Principal Global Investors history | 195.15K | $17.26M | 0.01% | Reduce |
| Goldman Sachs Group history | 173.22K | $15.32M | 0.00% | Reduce |
| Goldman Sachs Group history | 173.22K | $15.32M | 0.00% | Reduce |
| UBS Group AG history | 162.68K | $14.39M | 0.00% | Reduce |
| PSP Investments history | 124.55K | $11.02M | 0.05% | Add |
| Marshall Wace history | 118.82K | $10.51M | 0.01% | Add |
| Bank of America Corp history | 58.43K | $5.17M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 56.80K | $5.02M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 56.80K | $5.02M | 0.00% | Reduce |
| Citigroup Inc history | 53.15K | $4.70M | 0.00% | Reduce |
| Citadel Advisors history | 45.79K | $4.05M | 0.00% | Add |
| Citadel Advisors history | 45.79K | $4.05M | 0.00% | Add |
| Prudential Financial history | 37.61K | $3.33M | 0.00% | Add |
| Deutsche Bank AG history | 37.55K | $3.32M | 0.00% | Reduce |
| Deutsche Bank AG history | 37.55K | $3.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 29.42K | $2.60M | 0.00% | Add |
| Two Sigma Investments history | 28.73K | $2.54M | 0.01% | Reduce |
| Two Sigma Investments history | 28.73K | $2.54M | 0.01% | Reduce |
| Renaissance Technologies history | 27.40K | $2.42M | 0.00% | Add |
| Renaissance Technologies history | 27.40K | $2.42M | 0.00% | Add |
| Royce & Associates history | 24.92K | $2.20M | 0.02% | Add |
| Arrowstreet Capital history | 22.35K | $1.98M | 0.00% | Add |
| Manulife Financial history | 19.35K | $1.71M | 0.00% | Reduce |
| Janus Henderson Group history | 16.38K | $1.45M | 0.00% | Hold |
| AQR Capital Management history | 13.80K | $1.22M | 0.00% | Add |
| Millennium Management history | 13.79K | $1.22M | 0.00% | Reduce |
| D. E. Shaw & Co history | 7.77K | $686.83K | 0.00% | Reduce |
| Franklin Resources history | 5.20K | $459.45K | 0.00% | Add |
| Balyasny Asset Management history | 4.70K | $416.02K | 0.00% | Reduce |
| PNC Financial Services history | 4.52K | $400.01K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.51K | $399.27K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.51K | $399.27K | 0.00% | Add |
| T. Rowe Price Associates history | 38.62K | $3.42K | 0.00% | Add |
Q1 2025 — 44 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 5.76M | $535.20M | 0.01% | Reduce |
| BlackRock Inc history | 5.76M | $535.20M | 0.01% | Reduce |
| Vanguard Group history | 4.57M | $424.38M | 0.01% | Reduce |
| Geode Capital Management history | 896.97K | $83.40M | 0.01% | Add |
| Charles Schwab Investment Management history | 427.33K | $39.72M | 0.01% | Reduce |
| Northern Trust Corp history | 394.41K | $36.66M | 0.01% | Hold |
| BNY Mellon history | 346.13K | $32.18M | 0.01% | Reduce |
| Morgan Stanley history | 331.07K | $30.78M | 0.00% | Reduce |
| Morgan Stanley history | 331.07K | $30.78M | 0.00% | Reduce |
| Invesco Ltd history | 208.94K | $19.42M | 0.00% | Add |
| Legal & General Investment Management America history | 204.60K | $19.02M | 0.01% | Reduce |
| Goldman Sachs Group history | 201.64K | $18.74M | 0.00% | Reduce |
| Goldman Sachs Group history | 201.64K | $18.74M | 0.00% | Reduce |
| Principal Global Investors history | 196.18K | $18.24M | 0.01% | Add |
| UBS Group AG history | 188.84K | $17.55M | 0.00% | Add |
| PSP Investments history | 114.78K | $10.67M | 0.05% | Add |
| JPMorgan Chase & Co history | 87.73K | $8.16M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 87.73K | $8.16M | 0.00% | Reduce |
| Marshall Wace history | 75.59K | $7.03M | 0.01% | New |
| Bank of America Corp history | 71.92K | $6.69M | 0.00% | Reduce |
| Citigroup Inc history | 54.37K | $5.05M | 0.00% | Reduce |
| Deutsche Bank AG history | 41.47K | $3.86M | 0.00% | Add |
| Deutsche Bank AG history | 41.47K | $3.86M | 0.00% | Add |
| Two Sigma Investments history | 36.74K | $3.42M | 0.01% | Add |
| Two Sigma Investments history | 36.74K | $3.42M | 0.01% | Add |
| Prudential Financial history | 35.33K | $3.28M | 0.01% | Reduce |
| Wells Fargo & Co history | 28.13K | $2.61M | 0.00% | Reduce |
| Citadel Advisors history | 27.96K | $2.60M | 0.00% | Reduce |
| Citadel Advisors history | 27.96K | $2.60M | 0.00% | Reduce |
| Millennium Management history | 25.00K | $2.32M | 0.00% | Reduce |
| Royce & Associates history | 21.40K | $1.99M | 0.02% | Add |
| Manulife Financial history | 20.14K | $1.87M | 0.00% | Add |
| Janus Henderson Group history | 16.38K | $1.52M | 0.00% | Hold |
| Balyasny Asset Management history | 15.40K | $1.43M | 0.00% | Reduce |
| D. E. Shaw & Co history | 8.43K | $783.75K | 0.00% | New |
| AQR Capital Management history | 8.28K | $769.25K | 0.00% | Add |
| Arrowstreet Capital history | 7.86K | $730.67K | 0.00% | New |
| Franklin Resources history | 5.16K | $479.30K | 0.00% | Add |
| PNC Financial Services history | 4.60K | $427.25K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.25K | $394.63K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.25K | $394.63K | 0.00% | Add |
| Renaissance Technologies history | 3.80K | $353.25K | 0.00% | New |
| Renaissance Technologies history | 3.80K | $353.25K | 0.00% | New |
| T. Rowe Price Associates history | 36.33K | $3.38K | 0.00% | Add |
New Positions (Q2 2026)
- Soros Fund Management 106.81K sh · $8.71M
- Balyasny Asset Management 57.98K sh · $4.73M
- JPMorgan Chase & Co 43.79K sh · $3.65M
- D. E. Shaw & Co 10.71K sh · $873.29K
Fully Exited (vs previous quarter)
- Marshall Wace sold 79.33K sh · $6.13M
- Royce & Associates sold 21.55K sh · $1.67M
- Janus Henderson Group sold 16.38K sh · $1.27M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 6.09M | 5.46M | 5.72M | 5.66M | 5.68M | 5.76M | 5.97M | 5.83M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 1.01M | 925.77K | 921.95K | 918.26K | 912.74K | 896.97K | 858.52K | 863.71K | 857.91K | 826.79K | 802.47K | 763.75K | 735.78K | 720.10K | 685.00K | 658.52K | 652.39K | 665.25K | 642.37K | 614.61K |
| Morgan Stanley | 545.47K | 306.39K | 328.61K | 338.27K | 335.91K | 331.07K | 363.17K | 368.93K | 326.30K | 306.66K | 218.12K | 169.30K | 181.72K | 158.31K | 130.69K | 139.16K | 164.38K | 98.50K | 90.10K | 109.29K |
| Two Sigma Investments | 486.96K | 169.07K | 83.78K | 80.76K | 28.73K | 36.74K | 31.58K | 27.68K | 19.22K | 4.33K | 25.95K | 3.05K | — | — | — | 22.13K | — | — | — | — |
| Charles Schwab Investment Management | 434.56K | 418.15K | 421.49K | 427.17K | 426.74K | 427.33K | 432.88K | 425.46K | 416.83K | 394.13K | 378.94K | 373.40K | 368.70K | 356.85K | 355.75K | 348.24K | 339.82K | 338.82K | 328.12K | 318.47K |
| Northern Trust Corp | 394.58K | 360.85K | 352.12K | 372.75K | 379.42K | 394.41K | 393.13K | 368.52K | 370.87K | 384.45K | 429.78K | 422.67K | 428.30K | 425.53K | 428.80K | 427.66K | 430.45K | 432.73K | 444.26K | 452.03K |
| BNY Mellon | 332.19K | 320.42K | 318.65K | 342.59K | 350.73K | 346.13K | 359.00K | 413.97K | 444.06K | 428.54K | 302.68K | 288.43K | 285.08K | 289.43K | 289.97K | 351.80K | 334.06K | 339.55K | 334.43K | 338.03K |
| AQR Capital Management | 300.29K | 34.22K | 27.78K | 30.29K | 13.80K | 8.28K | 6.96K | 7.21K | 5.66K | 5.78K | 3.87K | 4.60K | 8.18K | 8.88K | 11.45K | 11.08K | 12.00K | 7.80K | — | — |
| Legal & General Investment Management America | 189.40K | 182.53K | 201.53K | 201.14K | 210.60K | 204.60K | 208.21K | 214.72K | 222.45K | 225.93K | 161.32K | 142.54K | 145.75K | 157.99K | 157.42K | 157.51K | 202.57K | 229.00K | 248.19K | 236.66K |
| Goldman Sachs Group | 184.13K | 226.49K | 216.17K | 197.30K | 173.22K | 201.64K | 278.79K | 240.25K | 230.75K | 298.62K | 346.92K | 336.10K | 433.27K | 530.61K | 589.13K | 667.18K | 694.80K | 804.46K | 817.51K | 810.48K |
| Principal Global Investors | 182.43K | 178.19K | 174.48K | 176.61K | 195.15K | 196.18K | 191.45K | 183.89K | 197.99K | 204.07K | 4.39K | 4.61K | 4.10K | 4.10K | 3.23K | 4.41K | 3.50K | 2.89K | 3.17K | 3.08K |
| PSP Investments | 129.68K | 130.77K | 126.44K | 142.52K | 124.55K | 114.78K | 90.20K | 76.79K | 79.59K | 74.12K | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 119.54K | 122.77K | 109.16K | 35.68K | 22.35K | 7.86K | — | — | — | — | 9.97K | — | — | — | — | — | — | 5.80K | — | — |
| Invesco Ltd | 111.48K | 116.21K | 109.09K | 118.75K | 238.75K | 208.94K | 139.85K | 107.30K | 131.36K | 96.91K | 63.97K | 60.92K | 64.04K | 65.15K | 60.51K | 81.17K | 83.58K | 62.31K | 64.90K | 60.79K |
| Soros Fund Management | 106.81K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 104.89K | 169.65K | 66.20K | 48.77K | 13.79K | 25.00K | 106.61K | 45.41K | 79.20K | 33.55K | 113.51K | — | — | 69.24K | 53.28K | 183.53K | 78.11K | 2.68K | 17.31K | 12.93K |
| UBS Group AG | 100.35K | 61.05K | 90.15K | 143.88K | 162.68K | 188.84K | 149.96K | 58.10K | 57.63K | 56.36K | 81.39K | 56.64K | 59.78K | 45.53K | 38.27K | 23.96K | 25.39K | 29.92K | 33.84K | 18.39K |
| Bank of America Corp | 82.80K | 99.83K | 66.45K | 66.94K | 58.43K | 71.92K | 77.94K | 72.82K | 78.83K | 61.29K | 88.57K | 60.94K | 50.41K | 64.59K | 57.30K | 51.98K | 48.78K | 51.57K | 62.47K | 51.27K |
| Renaissance Technologies | 81.30K | 67.60K | 46.30K | 43.40K | 27.40K | 3.80K | — | — | 3.10K | 10.70K | 24.34K | 13.40K | 12.30K | 14.70K | 13.60K | 32.94K | 21.20K | 12.10K | 12.00K | 13.30K |
| Point72 Asset Management | 65.88K | 80.07K | — | — | — | — | — | — | — | — | — | 23 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details