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MGE Energy (MGEE) Institutional Ownership

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$75.17 -0.95 (-1.24%)
As of 12:08 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)
145
Total
Institutional Inflows
(last 12 months)
$966.13M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$99.18M
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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
9/9/2026 Sequoia Financial Advisors LLC3,957$323K0.0%N/A0.010%
9/9/2026 NorthRock Partners LLC9,369$764K0.0%-14.0%0.025%
9/9/2026 Integrated Wealth Concepts LLC2,344$191K0.0%N/A0.006%
9/9/2026 IFP Advisors Inc1,308$107K0.0%+41.3%0.003%
9/9/2026 Squarepoint Ops LLC10,607$865K0.0%-52.9%0.028%
9/8/2026 Allworth Financial LP1,972$161K0.0%+114.6%0.005%
9/8/2026 Waverly Advisors LLC3,191$260K0.0%N/A0.008%
8/27/2026 Corient Private Wealth LP5,695$464K0.0%+61.6%0.015%
8/26/2026 HighTower Advisors LLC5,160$421K0.0%-25.0%0.014%
8/24/2026 California State Teachers Retirement System3,518,043$286.86M0.0%+9,992.8%9.312%
8/22/2026 Highland Investment Advisors LLC738$60K0.0%N/A0.002%
8/21/2026 AXQ Capital LP12,586$1.03M0.1%+335.1%0.033%
8/20/2026 Oarsman Capital Inc.3,405$278K0.0%-24.8%0.009%
8/20/2026 Headlands Technologies LLC4,544$371K0.0%N/A0.012%
8/20/2026 Susquehanna International Group LLP2,626$214K0.0%-81.5%0.007%
8/20/2026 Northwestern Mutual Wealth Management Co.10,379$846K0.0%+1.3%0.027%
8/20/2026 Hennessy Advisors Inc.10,579$863K0.0%-13.8%0.028%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC65,895$5.37M0.0%-3.4%0.174%
8/19/2026 Van ECK Associates Corp15,644$1.28M0.0%+5.3%0.041%
8/19/2026 Hsbc Holdings PLC14,624$1.19M0.0%N/A0.039%
8/18/2026 North Star Asset Management Inc.5,292$432K0.0%N/A0.014%
8/18/2026 Public Employees Retirement System of Ohio21,816$1.78M0.0%N/A0.058%
8/17/2026 Capstone Investment Advisors LLC9,845$803K0.0%N/A0.026%
8/17/2026 Corient Private Wealth LP6,025$491K0.0%N/A0.016%
8/17/2026 Bank of America Corp DE82,804$6.75M0.0%N/A0.219%
8/15/2026 Freestone Grove Partners LP29,855$2.43M0.0%N/A0.079%
8/15/2026 Man Group plc3,089$252K0.0%N/A0.008%
8/15/2026 Jupiter Topco LLC16,376$1.34M0.0%N/A0.043%
8/14/2026 Hsbc Holdings PLC14,624$1.19M0.0%N/A0.039%
8/14/2026 Canada Pension Plan Investment Board10,600$864K0.0%N/A0.028%
8/14/2026 Legal & General Group Plc189,397$15.44M0.0%N/A0.501%
8/14/2026 The Manufacturers Life Insurance Company18,284$1.49M0.0%N/A0.048%
8/14/2026 Algert Global LLC33,810$2.76M0.0%N/A0.089%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.7,959$649K0.0%N/A0.021%
8/13/2026 Magellan Asset Management Ltd29,683$2.42M0.1%N/A0.079%
8/12/2026 Northwestern Mutual Wealth Management Co.10,379$846K0.0%N/A0.027%
8/12/2026 Quantbot Technologies LP6,222$507K0.0%N/A0.016%
8/12/2026 Madison Wealth Partners Inc31,812$2.59M0.3%N/A0.084%
8/12/2026 Ieq Capital LLC17,404$1.42M0.0%N/A0.046%
8/11/2026 Allworth Financial LP1,972$161K0.0%N/A0.005%
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8/11/2026 Madison Asset Management LLC3,138$256K0.0%N/A0.008%
8/10/2026 Johnson Financial Group Inc.930$76K0.0%N/A0.002%
8/7/2026 BlackRock Inc.6,093,900$496.90M0.0%N/A16.579%
8/7/2026 Deutsche Bank AG51,012$4.16M0.0%N/A0.139%
8/6/2026 Bank of New York Mellon Corp332,193$27.09M0.0%N/A0.904%
8/6/2026 GSA Capital Partners LLP9,316$760K0.0%N/A0.025%
8/6/2026 Avalon Trust Co600$49K0.0%N/A0.002%
7/7/2026 GAMMA Investing LLC5,072$414K0.0%+15.7%0.014%
7/7/2026 Wisconsin Wealth Advisors LLC3,420$279K0.2%-5.0%0.009%
7/7/2026 Moody National Bank Trust Division4,924$402K0.0%N/A0.013%
7/2/2026 Versant Capital Management Inc744$61K0.0%+60.3%0.002%
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 Company16,674$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%
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2/18/2026 Vident Advisory LLC6,428$504K0.0%-25.3%0.018%
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%


MGEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 299 institutional investors and hedge funds held shares of MGE Energy. The most heavily invested institutionals were BlackRock Inc. ($496.90M), Vanguard Group Inc. ($356.90M), California State Teachers Retirement System ($286.86M), State Street Corp ($148.46M), T. Rowe Price Investment Management Inc. ($79.88M), Geode Capital Management LLC ($72.32M), and Victory Capital Management Inc. ($56.65M).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 253 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: BlackRock Inc. ($6.09M), California State Teachers Retirement System ($3.48M), GAMMA Investing LLC ($456.52K), First Trust Advisors LP ($435.87K), Bank of New York Mellon Corp ($338.56K), Deprince Race & Zollo Inc. ($277.12K), and Nuveen LLC ($225.42K).

Institutional investors have bought a total of 11,869,215 shares in the last 24 months. This purchase volume represents approximately $966.13M in transactions.

Of the 109 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), First Trust Advisors LP ($64.51K), Susquehanna International Group LLP ($54.45K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($54.04K), and Marshall Wace LLP ($44.18K).

Institutional investors have sold a total of 1,218,275 shares in the last 24 months. This volume of shares sold represents approximately $99.18M in transactions.



Institutional ownership data for NASDAQ:MGEE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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