Free Trial

MGE Energy (MGEE) Institutional Ownership

MGE Energy logo
$74.09 -0.31 (-0.42%)
As of 02:51 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for MGE Energy (NASDAQ:MGEE)

Current
Institutional Ownership
Percentage
52.58%
Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$171.88M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$112.12M
Get MGEE Insider Trade Alerts

Want to know when executives and insiders are buying or selling MGE Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MGEE Institutional Buying and Selling by Quarter

MGE Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2026 Glenmede Trust Co. NA4,356$337K0.0%+3.5%0.012%
5/19/2026 Bank of America Corp DE99,834$7.72M0.0%+50.2%0.272%
5/18/2026 California State Teachers Retirement System34,857$2.69M0.0%-0.8%0.095%
5/18/2026 Royal Bank of Canada5,476$423K0.0%-17.5%0.015%
5/16/2026 The Manufacturers Life Insurance Company 16,674$1.29M0.0%-3.1%0.045%
5/16/2026 Quantinno Capital Management LP12,496$966K0.0%+17.6%0.034%
5/14/2026 Renaissance Technologies LLC67,600$5.23M0.0%+46.0%0.184%
5/14/2026 Morningstar Investment Management LLC2,854$221K0.0%-38.4%0.008%
5/14/2026 Arrowstreet Capital Limited Partnership122,768$9.49M0.0%+12.5%0.334%
5/14/2026 Inceptionr LLC5,614$434K0.1%N/A0.015%
5/14/2026 Sei Investments Co.32,857$2.54M0.0%+193.5%0.089%
5/14/2026 Lido Advisors LLC11,338$876K0.0%-5.4%0.031%
5/13/2026 Cetera Investment Advisers32,253$2.49M0.0%-0.7%0.088%
5/13/2026 First Trust Advisors LP446,870$34.54M0.0%-2.0%1.216%
5/12/2026 Magellan Asset Management Ltd29,683$2.29M0.0%+24.8%0.081%
5/8/2026 PNC Financial Services Group Inc.2,996$232K0.0%-35.9%0.008%
5/7/2026 Dimensional Fund Advisors LP684,267$52.89M0.0%-0.4%1.862%
5/5/2026 Bank of New York Mellon Corp320,415$24.77M0.0%+0.6%0.872%
5/5/2026 Illinois Municipal Retirement Fund20,264$1.57M0.0%-0.8%0.055%
5/4/2026 Principal Financial Group Inc.178,194$13.77M0.0%+2.1%0.485%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS74,605$5.77M0.0%-0.2%0.203%
5/1/2026 Fifth Third Bancorp20,251$1.57M0.0%+27,266.2%0.055%
4/28/2026 Abel Hall LLC2,623$203K0.0%N/A0.007%
4/28/2026 NBT Bank N A NY1,778$137K0.0%N/A0.005%
4/27/2026 New York State Teachers Retirement System7,521$581K0.0%-13.6%0.020%
4/27/2026 Y Intercept Hong Kong Ltd5,690$440K0.0%-46.8%0.015%
4/24/2026 Deprince Race & Zollo Inc.277,117$21.42M0.4%N/A0.754%
4/24/2026 IFM Investors Pty Ltd2,610$202K0.0%N/A0.007%
4/24/2026 Ellenbecker Investment Group3,048$236K0.0%+14.8%0.008%
4/23/2026 Inspire Investing LLC6,648$514K0.0%+11.7%0.018%
4/22/2026 Pictet Asset Management Holding SA4,177$323K0.0%-36.9%0.011%
4/22/2026 Sterling Capital Management LLC711$55K0.0%-38.0%0.002%
4/21/2026 Louisiana State Employees Retirement System16,200$1.25M0.0%N/A0.044%
4/21/2026 Tower View Wealth Management LLC4,371$338K0.2%-13.0%0.012%
4/16/2026 SG Americas Securities LLC32,477$2.51M0.0%+182.7%0.088%
2/23/2026 GuidedMoney LLC3,640$285K0.2%N/A0.010%
2/19/2026 Invesco Ltd.109,089$8.56M0.0%-8.1%0.299%
2/19/2026 Corient Private Wealth LLC6,768$531K0.0%+106.3%0.019%
2/18/2026 Mercer Global Advisors Inc. ADV10,665$836K0.0%-24.5%0.029%
2/18/2026 Vident Advisory LLC6,428$504K0.0%-25.3%0.018%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
2/18/2026 Beacon Pointe Advisors LLC2,826$222K0.0%+6.6%0.008%
2/18/2026 State of Tennessee Department of Treasury16,009$1.28M0.0%+6.1%0.044%
2/18/2026 Susquehanna Portfolio Strategies LLC9,047$709K0.0%+29.6%0.025%
2/18/2026 Tudor Investment Corp ET AL105,111$8.24M0.0%+7.8%0.288%
2/18/2026 Occudo Quantitative Strategies LP10,377$814K0.1%-10.4%0.028%
2/18/2026 Millennium Management LLC66,205$5.19M0.0%+35.7%0.181%
2/18/2026 Inspire Investing LLC5,953$467K0.0%+10.7%0.016%
2/18/2026 Engineers Gate Manager LP15,908$1.25M0.0%+79.5%0.044%
2/18/2026 Balyasny Asset Management L.P.18,110$1.42M0.0%N/A0.050%
2/17/2026 Guggenheim Capital LLC3,423$268K0.0%N/A0.009%
2/17/2026 Schonfeld Strategic Advisors LLC5,587$438K0.0%+43.9%0.015%
2/17/2026 AQR Capital Management LLC27,777$2.18M0.0%-8.3%0.076%
2/17/2026 Cetera Investment Advisers32,475$2.55M0.0%+3.9%0.089%
2/17/2026 Trexquant Investment LP25,670$2.01M0.0%+17.8%0.070%
2/17/2026 Laurion Capital Management LP8,694$682K0.0%N/A0.024%
2/17/2026 Price T Rowe Associates Inc. MD46,055$3.61M0.0%+13.9%0.126%
2/17/2026 Osaic Holdings Inc.26,598$2.09M0.0%-22.9%0.073%
2/17/2026 California State Teachers Retirement System35,133$2.76M0.0%+4.9%0.096%
2/17/2026 Russell Investments Group Ltd.4,174$327K0.0%-71.2%0.011%
2/17/2026 State of Wisconsin Investment Board25,826$2.03M0.0%-13.4%0.071%
2/17/2026 ExodusPoint Capital Management LP14,404$1.13M0.0%-32.7%0.039%
2/17/2026 Royal Bank of Canada6,639$520K0.0%+27.2%0.018%
2/17/2026 Blair William & Co. IL3,100$243K0.0%-22.5%0.008%
2/16/2026 Squarepoint Ops LLC7,986$626K0.0%-71.3%0.022%
2/16/2026 Verition Fund Management LLC17,963$1.41M0.0%N/A0.049%
2/16/2026 Mariner LLC2,693$211K0.0%N/A0.007%
2/16/2026 Fieldview Capital Management LLC7,418$582K0.1%N/A0.020%
2/16/2026 Barclays PLC58,221$4.57M0.0%-46.0%0.159%
2/13/2026 Kestra Advisory Services LLC1,271$100K0.0%N/A0.003%
2/13/2026 Marshall Wace LLP74,637$5.85M0.0%-13.9%0.204%
2/13/2026 The Manufacturers Life Insurance Company 17,200$1.35M0.0%-5.8%0.047%
2/13/2026 UMB Bank n.a.1,261$99K0.0%+807.2%0.003%
2/13/2026 Public Sector Pension Investment Board126,437$9.92M0.0%-11.3%0.346%
2/13/2026 First Trust Advisors LP455,942$35.76M0.0%-10.8%1.248%
2/13/2026 Charles Schwab Investment Management Inc.421,487$33.05M0.0%-1.3%1.153%
2/13/2026 State Street Corp1,893,153$148.46M0.0%-1.6%5.181%
2/13/2026 Van ECK Associates Corp14,237$1.12M0.0%+4.9%0.039%
2/13/2026 Royal London Asset Management Ltd.35,414$2.78M0.0%-0.5%0.097%
2/13/2026 Victory Capital Management Inc.722,349$56.65M0.0%-3.9%1.977%
2/13/2026 Martingale Asset Management L P27,074$2.12M0.1%-0.7%0.074%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC68,710$5.39M0.0%-5.8%0.188%
2/13/2026 Wells Fargo & Company MN60,777$4.77M0.0%+69.9%0.166%
2/13/2026 Van Lanschot Kempen Investment Management N.V.80,501$6.31M0.1%-3.9%0.220%
2/13/2026 Wealthspire Advisors LLC4,235$332K0.0%-2.9%0.012%
2/13/2026 Macquarie Group Ltd.19,883$1.56M0.0%-9.3%0.054%
2/12/2026 Advisors Asset Management Inc.13,127$1.03M0.0%-2.2%0.036%
2/12/2026 Johnson Financial Group Inc.1,497$117K0.0%-64.2%0.004%
2/12/2026 Jane Street Group LLC22,316$1.75M0.0%-54.5%0.061%
2/12/2026 DRW Securities LLC3,001$235K0.0%-19.8%0.008%
2/12/2026 MetLife Investment Management LLC20,685$1.62M0.0%-4.5%0.057%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
2/12/2026 Commonwealth Equity Services LLC40,412$3.17M0.0%+2.7%0.111%
2/12/2026 Renaissance Technologies LLC46,300$3.63M0.0%+6.7%0.127%
2/12/2026 Dimensional Fund Advisors LP687,309$53.90M0.0%-2.6%1.881%
2/12/2026 Counterpoint Mutual Funds LLC3,671$288K0.0%N/A0.010%
2/12/2026 Bank of Montreal Can31,749$2.49M0.0%+120.1%0.087%
2/12/2026 Alps Advisors Inc.13,887$1.09M0.0%-5.9%0.038%
2/12/2026 Swiss National Bank72,050$5.65M0.0%+1.7%0.197%
2/12/2026 Great Valley Advisor Group Inc.9,032$708K0.0%-43.4%0.025%
2/12/2026 Nuveen LLC159,491$12.51M0.0%+0.3%0.436%
2/11/2026 Illinois Municipal Retirement Fund20,437$1.60M0.0%+6.3%0.056%


MGEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 289 institutional investors and hedge funds held shares of MGE Energy. The most heavily invested institutionals were Vanguard Group Inc. ($356.90M), State Street Corp ($148.46M), T. Rowe Price Investment Management Inc. ($79.88M), Geode Capital Management LLC ($72.32M), Victory Capital Management Inc. ($56.65M), Dimensional Fund Advisors LP ($52.89M), and Northern Trust Corp ($36.67M).Learn more on MGE Energy's institutional investors.

52.58% of MGE Energy's stock is owned by institutional investors. Learn more on MGEE's institutional investor holdings.

Of the 244 institutional investors that purchased MGE Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($456.30K), First Trust Advisors LP ($435.87K), Deprince Race & Zollo Inc. ($277.12K), Nuveen LLC ($225.42K), Millennium Management LLC ($159.26K), JPMorgan Chase & Co. ($150.45K), and Invesco Ltd. ($131.45K).

Institutional investors have bought a total of 2,063,782 shares in the last 24 months. This purchase volume represents approximately $171.88M in transactions.

Of the 125 institutional investors that sold MGE Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($208.58K), Invesco Ltd. ($129.66K), UBS Group AG ($72.54K), Jane Street Group LLC ($65.98K), First Trust Advisors LP ($64.51K), JPMorgan Chase & Co. ($61.97K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($51.72K).

Institutional investors have sold a total of 1,362,020 shares in the last 24 months. This volume of shares sold represents approximately $112.12M in transactions.



This page (NASDAQ:MGEE) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners