# MGE ENERGY INC (MGEE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MGEE/

- Reporting holders: 12
- Reported value: $1.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $809.7K | 11,659 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $488.5K | 7,034 | 0.0% | 12 |
| [Wisconsin Wealth Advisors, LLC](https://holderbook.com/funds/2073891-wisconsin-wealth-advisors-llc/) | $216.5K | 3,117 | 0.2% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $142.7K | 2,055 | 0.0% | 14 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $116.9K | 1,683 | 0.0% | 4 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $88.3K | 1,272 | 0.0% | 28 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $61.9K | 892 | 0.0% | 32 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $9.4K | 135 | 0.0% | 18 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.5K | 36 | 0.0% | 1 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $834 | 12 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $625 | 9 | 0.0% | 14 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $348 | 5 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $1.9M |
| Q2 2026 | 339 | $2.4B |
| Q1 2026 | 317 | $1.7B |
| Q4 2025 | 312 | $1.7B |
| Q3 2025 | 303 | $1.8B |
| Q2 2025 | 295 | $2.0B |
| Q1 2025 | 295 | $2.1B |
| Q4 2024 | 294 | $2.1B |
| Q3 2024 | 267 | $2.0B |
| Q2 2024 | 255 | $1.7B |
| Q1 2024 | 227 | $1.9B |
| Q4 2023 | 229 | $1.4B |