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MGE Energy (MGEE) Institutional Ownership

MGE Energy logo
$75.13 +0.23 (+0.31%)
As of 01:31 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
166
Total
Institutional Inflows
(last 12 months)
$176.66M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$119.60M
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MGEE Institutional Buying and Selling by Quarter

MGE Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/12/2026 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%
2/19/2026Corient Private Wealth LLC6,768$531K0.0%+106.3%0.019%
2/18/2026Mercer Global Advisors Inc. ADV10,665$836K0.0%-24.5%0.029%
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%
2/18/2026 Inspire 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%
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2/17/2026Guggenheim Capital LLC3,423$268K0.0%N/A0.009%
2/17/2026Schonfeld Strategic Advisors LLC5,587$438K0.0%+43.9%0.015%
2/17/2026AQR Capital Management LLC27,777$2.18M0.0%-8.3%0.076%
2/17/2026Cetera Investment Advisers32,475$2.55M0.0%+3.9%0.089%
2/17/2026Trexquant Investment LP25,670$2.01M0.0%+17.8%0.070%
2/17/2026Laurion Capital Management LP8,694$682K0.0%N/A0.024%
2/17/2026Price T Rowe Associates Inc. MD46,055$3.61M0.0%+13.9%0.126%
2/17/2026Osaic Holdings Inc.26,598$2.09M0.0%-22.9%0.073%
2/17/2026California 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%
2/17/2026State of Wisconsin Investment Board25,826$2.03M0.0%-13.4%0.071%
2/17/2026ExodusPoint Capital Management LP14,404$1.13M0.0%-32.7%0.039%
2/17/2026Royal Bank of Canada6,639$520K0.0%+27.2%0.018%
2/17/2026 Blair William & Co. IL3,100$243K0.0%-22.5%0.008%
2/16/2026Squarepoint Ops LLC7,986$626K0.0%-71.3%0.022%
2/16/2026Verition Fund Management LLC17,963$1.41M0.0%N/A0.049%
2/16/2026Mariner LLC2,693$211K0.0%N/A0.007%
2/16/2026Fieldview Capital Management LLC7,418$582K0.1%N/A0.020%
2/16/2026Barclays PLC58,221$4.57M0.0%-46.0%0.159%
2/13/2026 Kestra Advisory Services LLC1,271$100K0.0%N/A0.003%
2/13/2026Marshall Wace LLP74,637$5.85M0.0%-13.9%0.204%
2/13/2026The 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%
2/13/2026Public Sector Pension Investment Board126,437$9.92M0.0%-11.3%0.346%
2/13/2026First Trust Advisors LP455,942$35.76M0.0%-10.8%1.248%
2/13/2026Charles Schwab Investment Management Inc.421,487$33.05M0.0%-1.3%1.153%
2/13/2026State Street Corp1,893,153$148.46M0.0%-1.6%5.181%
2/13/2026Van 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%
2/13/2026Victory Capital Management Inc.722,349$56.65M0.0%-3.9%1.977%
2/13/2026Martingale Asset Management L P27,074$2.12M0.1%-0.7%0.074%
2/13/2026UBS 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%
2/13/2026Van 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%
2/13/2026Macquarie Group Ltd.19,883$1.56M0.0%-9.3%0.054%
2/12/2026Advisors 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%
2/12/2026DRW Securities LLC3,001$235K0.0%-19.8%0.008%
2/12/2026MetLife Investment Management LLC20,685$1.62M0.0%-4.5%0.057%
2/12/2026 Commonwealth Equity Services LLC40,412$3.17M0.0%+2.7%0.111%
2/12/2026Renaissance 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%
2/12/2026Bank 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%
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2/11/2026 Illinois Municipal Retirement Fund20,437$1.60M0.0%+6.3%0.056%
2/11/2026 Deutsche Bank AG42,106$3.30M0.0%+2.9%0.115%
2/11/2026Cerity Partners LLC3,450$271K0.0%-18.3%0.009%
2/11/2026 LPL Financial LLC21,178$1.66M0.0%+0.8%0.058%
2/11/2026Franklin Resources Inc.4,384$344K0.0%-39.1%0.012%
2/11/2026JPMorgan Chase & Co.53,665$4.21M0.0%-36.6%0.147%
2/11/2026 Parallel Advisors LLC527$41K0.0%-26.2%0.001%
2/11/2026 J.W. Cole Advisors Inc.4,441$348K0.0%+4.0%0.012%
2/11/2026 Magellan Asset Management Ltd23,793$1.87M0.0%+1.5%0.065%
2/10/2026 Bank of New York Mellon Corp318,652$24.99M0.0%-7.0%0.872%


MGEE Institutional Ownership - Frequently Asked Questions

During the previous two years, 291 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 247 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 2,103,286 shares in the last 24 months. This purchase volume represents approximately $176.66M in transactions.

Of the 126 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), Goldman Sachs Group Inc. ($77.15K), UBS Group AG ($72.54K), Jane Street Group LLC ($65.98K), First Trust Advisors LP ($64.51K), and JPMorgan Chase & Co. ($61.97K).

Institutional investors have sold a total of 1,441,835 shares in the last 24 months. This volume of shares sold represents approximately $119.60M in transactions.


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This page (NASDAQ:MGEE) was last updated on 5/14/2026 by MarketBeat.com Staff.
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