Go Pro

MGE Energy (MGEE) Institutional Ownership

MGE Energy logo
$82.17 +0.40 (+0.49%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$82.15 -0.02 (-0.02%)
As of 07/13/2026 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
157
Total
Institutional Inflows
(last 12 months)
$171.61M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$111.99M
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
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%
5/26/2026Glenmede 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 Company 16,674$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%
They proved it worked in '76. Then buried it. (Ad)

In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the project. Unocal and Texaco did the same. All three buried the results because it threatened their core business. Now one company has spent sixty years developing what Big Oil refused to touch. Google locked in a 15-year contract, Bill Gates wrote a $100 million check, and on August 18th the government hands it a competitive edge no other energy source receives.tc pixel

Discover the company that spent 60 years proving this technology works
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%
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%
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%
2/17/2026Russell 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%
2/17/2026Blair 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%
2/13/2026Kestra 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%
2/13/2026UMB 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%
2/13/2026Royal 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%
2/13/2026Wells 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%
2/13/2026Wealthspire 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%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
2/12/2026Johnson Financial Group Inc.1,497$117K0.0%-64.2%0.004%
2/12/2026Jane 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%
2/12/2026Commonwealth Equity Services LLC40,412$3.17M0.0%+2.7%0.111%
2/12/2026Renaissance Technologies LLC46,300$3.63M0.0%+6.7%0.127%
2/12/2026Dimensional Fund Advisors LP687,309$53.90M0.0%-2.6%1.881%
2/12/2026Counterpoint Mutual Funds LLC3,671$288K0.0%N/A0.010%
2/12/2026Bank of Montreal Can31,749$2.49M0.0%+120.1%0.087%
2/12/2026Alps Advisors Inc.13,887$1.09M0.0%-5.9%0.038%


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 245 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 ($456.52K), 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 2,061,144 shares in the last 24 months. This purchase volume represents approximately $171.61M 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 1,360,602 shares in the last 24 months. This volume of shares sold represents approximately $111.99M in transactions.



This page (NASDAQ:MGEE) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners