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MGE Energy (MGEE) Institutional Ownership

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$70.27 -0.50 (-0.71%)
Closing price 04:00 PM Eastern
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$70.28 +0.02 (+0.02%)
As of 07:30 PM Eastern
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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)
$681.84M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$99.00M
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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
10/2/2026 Versant Capital Management Inc892$62K0.0%+19.9%0.002%
9/9/2026Sequoia Financial Advisors LLC3,957$323K0.0%N/A0.010%
9/9/2026NorthRock Partners LLC9,369$764K0.0%-14.0%0.025%
9/9/2026Integrated Wealth Concepts LLC2,344$191K0.0%N/A0.006%
9/9/2026IFP Advisors Inc1,308$107K0.0%+41.3%0.003%
9/9/2026Squarepoint Ops LLC10,607$865K0.0%-52.9%0.028%
9/8/2026Allworth Financial LP1,972$161K0.0%+114.6%0.005%
9/8/2026Waverly Advisors LLC3,191$260K0.0%N/A0.008%
8/27/2026Corient Private Wealth LP5,695$464K0.0%+61.6%0.015%
8/26/2026HighTower Advisors LLC5,160$421K0.0%-25.0%0.014%
8/22/2026Highland Investment Advisors LLC738$60K0.0%N/A0.002%
8/21/2026AXQ Capital LP12,586$1.03M0.1%+335.1%0.033%
8/20/2026Oarsman Capital Inc.3,405$278K0.0%-24.8%0.009%
8/20/2026Headlands Technologies LLC4,544$371K0.0%N/A0.012%
8/20/2026Susquehanna International Group LLP2,626$214K0.0%-81.5%0.007%
8/20/2026Northwestern Mutual Wealth Management Co.10,379$846K0.0%+1.3%0.027%
8/20/2026Hennessy Advisors Inc.10,579$863K0.0%-13.8%0.028%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC65,895$5.37M0.0%-3.4%0.174%
8/19/2026Van ECK Associates Corp15,644$1.28M0.0%+5.3%0.041%
8/19/2026Hsbc Holdings PLC14,624$1.19M0.0%N/A0.039%
8/18/2026North Star Asset Management Inc.5,292$432K0.0%N/A0.014%
8/18/2026Public Employees Retirement System of Ohio21,816$1.78M0.0%N/A0.058%
8/17/2026Capstone Investment Advisors LLC9,845$803K0.0%N/A0.026%
8/17/2026Corient Private Wealth LP6,025$491K0.0%N/A0.016%
8/17/2026Bank of America Corp DE82,804$6.75M0.0%N/A0.219%
8/15/2026Freestone Grove Partners LP29,855$2.43M0.0%N/A0.079%
8/15/2026Man Group plc3,089$252K0.0%N/A0.008%
8/15/2026Jupiter Topco LLC16,376$1.34M0.0%N/A0.043%
8/14/2026Hsbc Holdings PLC14,624$1.19M0.0%N/A0.039%
8/14/2026Canada Pension Plan Investment Board10,600$864K0.0%N/A0.028%
8/14/2026Legal & General Group Plc189,397$15.44M0.0%N/A0.501%
8/14/2026The Manufacturers Life Insurance Company18,284$1.49M0.0%N/A0.048%
8/14/2026Algert Global LLC33,810$2.76M0.0%N/A0.089%
8/13/2026Connor Clark & Lunn Investment Management Ltd.7,959$649K0.0%N/A0.021%
8/13/2026Magellan Asset Management Ltd29,683$2.42M0.1%N/A0.079%
8/12/2026Northwestern Mutual Wealth Management Co.10,379$846K0.0%N/A0.027%
8/12/2026Quantbot Technologies LP6,222$507K0.0%N/A0.016%
8/12/2026Madison Wealth Partners Inc31,812$2.59M0.3%N/A0.084%
8/12/2026Ieq Capital LLC17,404$1.42M0.0%N/A0.046%
8/11/2026Allworth Financial LP1,972$161K0.0%N/A0.005%
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8/11/2026Madison Asset Management LLC3,138$256K0.0%N/A0.008%
8/10/2026Johnson Financial Group Inc.930$76K0.0%N/A0.002%
8/7/2026BlackRock Inc.6,093,900$496.90M0.0%N/A16.579%
8/7/2026Deutsche Bank AG51,012$4.16M0.0%N/A0.139%
8/6/2026Bank of New York Mellon Corp332,193$27.09M0.0%N/A0.904%
8/6/2026GSA Capital Partners LLP9,316$760K0.0%N/A0.025%
8/6/2026Avalon Trust Co600$49K0.0%N/A0.002%
7/7/2026GAMMA Investing LLC5,072$414K0.0%+15.7%0.014%
7/7/2026Wisconsin Wealth Advisors LLC3,420$279K0.2%-5.0%0.009%
7/7/2026Moody National Bank Trust Division4,924$402K0.0%N/A0.013%
7/2/2026 Versant Capital Management Inc744$61K0.0%+60.3%0.002%
5/26/2026Glenmede Trust Co. NA4,356$337K0.0%+3.5%0.012%
5/19/2026Bank of America Corp DE99,834$7.72M0.0%+50.2%0.272%
5/18/2026California State Teachers Retirement System34,857$2.69M0.0%-0.8%0.095%
5/18/2026Royal Bank of Canada5,476$423K0.0%-17.5%0.015%
5/16/2026The Manufacturers Life Insurance Company16,674$1.29M0.0%-3.1%0.045%
5/16/2026Quantinno Capital Management LP12,496$966K0.0%+17.6%0.034%
5/14/2026Renaissance Technologies LLC67,600$5.23M0.0%+46.0%0.184%
5/14/2026Morningstar Investment Management LLC2,854$221K0.0%-38.4%0.008%
5/14/2026Arrowstreet Capital Limited Partnership122,768$9.49M0.0%+12.5%0.334%
5/14/2026Inceptionr LLC5,614$434K0.1%N/A0.015%
5/14/2026Sei Investments Co.32,857$2.54M0.0%+193.5%0.089%
5/14/2026Lido Advisors LLC11,338$876K0.0%-5.4%0.031%
5/13/2026Cetera Investment Advisers32,253$2.49M0.0%-0.7%0.088%
5/13/2026First Trust Advisors LP446,870$34.54M0.0%-2.0%1.216%
5/12/2026Magellan Asset Management Ltd29,683$2.29M0.0%+24.8%0.081%
5/8/2026PNC Financial Services Group Inc.2,996$232K0.0%-35.9%0.008%
5/7/2026Dimensional Fund Advisors LP684,267$52.89M0.0%-0.4%1.862%
5/5/2026Bank of New York Mellon Corp320,415$24.77M0.0%+0.6%0.872%
5/5/2026Illinois Municipal Retirement Fund20,264$1.57M0.0%-0.8%0.055%
5/4/2026Principal Financial Group Inc.178,194$13.77M0.0%+2.1%0.485%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS74,605$5.77M0.0%-0.2%0.203%
5/1/2026Fifth Third Bancorp20,251$1.57M0.0%+27,266.2%0.055%
4/28/2026Abel Hall LLC2,623$203K0.0%N/A0.007%
4/28/2026NBT Bank N A NY1,778$137K0.0%N/A0.005%
4/27/2026New York State Teachers Retirement System7,521$581K0.0%-13.6%0.020%
4/27/2026Y Intercept Hong Kong Ltd5,690$440K0.0%-46.8%0.015%
4/24/2026Deprince Race & Zollo Inc.277,117$21.42M0.4%N/A0.754%
4/24/2026IFM Investors Pty Ltd2,610$202K0.0%N/A0.007%
4/24/2026Ellenbecker Investment Group3,048$236K0.0%+14.8%0.008%
4/23/2026Inspire Investing LLC6,648$514K0.0%+11.7%0.018%
4/22/2026Pictet Asset Management Holding SA4,177$323K0.0%-36.9%0.011%
4/22/2026Sterling Capital Management LLC711$55K0.0%-38.0%0.002%
4/21/2026Louisiana State Employees Retirement System16,200$1.25M0.0%N/A0.044%
4/21/2026Tower View Wealth Management LLC4,371$338K0.2%-13.0%0.012%
4/16/2026SG Americas Securities LLC32,477$2.51M0.0%+182.7%0.088%
2/23/2026GuidedMoney LLC3,640$285K0.2%N/A0.010%
2/19/2026Invesco Ltd.109,089$8.56M0.0%-8.1%0.299%
2/19/2026Corient Private Wealth LLC6,768$531K0.0%+106.3%0.019%
2/18/2026Mercer Global Advisors Inc. ADV10,665$836K0.0%-24.5%0.029%
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2/18/2026Vident Advisory LLC6,428$504K0.0%-25.3%0.018%
2/18/2026Beacon Pointe Advisors LLC2,826$222K0.0%+6.6%0.008%
2/18/2026State of Tennessee Department of Treasury16,009$1.28M0.0%+6.1%0.044%
2/18/2026Susquehanna Portfolio Strategies LLC9,047$709K0.0%+29.6%0.025%
2/18/2026Tudor Investment Corp ET AL105,111$8.24M0.0%+7.8%0.288%
2/18/2026Occudo Quantitative Strategies LP10,377$814K0.1%-10.4%0.028%
2/18/2026Millennium Management LLC66,205$5.19M0.0%+35.7%0.181%
2/18/2026Inspire Investing LLC5,953$467K0.0%+10.7%0.016%
2/18/2026Engineers Gate Manager LP15,908$1.25M0.0%+79.5%0.044%
2/18/2026Balyasny 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), 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), and Dimensional Fund Advisors LP ($52.89M).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), 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), Nuveen LLC ($225.42K), and Legal & General Group Plc ($195.78K).

Institutional investors have bought a total of 8,383,012 shares in the last 24 months. This purchase volume represents approximately $681.84M in transactions.

Of the 107 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 1,216,156 shares in the last 24 months. This volume of shares sold represents approximately $99.00M 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 10/2/2026. New 13F filings are added each quarter as they're published.
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