MGE ENERGY INC (MGEE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
317
Reporting holders
$2.2B
Reported value
73.2%
Of shares outstanding
0.2%
Held as options
+21
Holder change
Institutions report 26,896,121 shares against 36,756,422 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-04-30).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $496.9M | 6,093,900 | 0.01% | 8q | +11.6%+$51.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $227.8M | 2,793,808 | 0.01% | 2q | +4.9%+$10.7M |
| STATE STREET CORP | $167.1M | 2,049,814 | 0.00% | 31q | +6.8%+$10.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $138.8M | 1,702,695 | 0.00% | 2q | +3.8%+$5.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $82.0M | 1,005,058 | 0.00% | 31q | +8.6%+$6.5M |
| Zimmer Partners, LP | $81.5M | 1,000,000 | 1.88% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $57.2M | 700,969 | 0.01% | 31q | +2.4%+$1.4M |
| MORGAN STANLEY | $44.5M | 545,468 | 0.00% | 35q | +78.0%+$19.5M |
| WESTWOOD HOLDINGS GROUP INC | $43.3M | 530,621 | 0.33% | new | NEW |
| GABELLI FUNDS LLC | $41.9M | 513,700 | 0.27% | 31q | +89.4%+$19.8M |
| TWO SIGMA INVESTMENTS, LP | $39.7M | 486,961 | 0.03% | 12q | +188.0%+$25.9M |
| FIRST TRUST ADVISORS LP | $36.5M | 447,445 | 0.02% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.4M | 434,562 | 0.00% | 31q | +3.9%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $35.4M | 434,562 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $32.2M | 394,580 | 0.00% | 31q | +9.3%+$2.8M |
| DEPRINCE RACE & ZOLLO INC | $28.6M | 350,904 | 0.48% | 2q | +26.6%+$6.0M |
| Nuveen, LLC | $27.5M | 337,689 | 0.01% | 6q | +82.1%+$12.4M |
| Bank of New York Mellon Corp | $27.1M | 332,193 | 0.00% | 31q | +3.7%+$960.4K |
| Qube Research & Technologies Ltd | $26.9M | 329,710 | 0.02% | 6q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $24.5M | 300,293 | 0.01% | 18q | +777.6%+$21.7M |
| Public Sector Pension Investment Board | $21.1M | 259,368 | 0.03% | 10q | +98.3%+$10.5M |
| VANGUARD FIDUCIARY TRUST CO | $20.4M | 249,913 | 0.00% | 2q | +1.5%+$292.7K |
| SPEECE THORSON CAPITAL GROUP INC | $18.6M | 228,679 | 3.99% | 11q | +20.6%+$3.2M |
| CITADEL ADVISORS LLC | $16.3M | 147,735 | 0.00% | 12q | +229.0%+$11.4M |
| Yaupon Capital Management LP | $16.3M | 200,000 | 0.32% | new | NEW |
| Legal & General Group Plc | $15.4M | 189,397 | 0.00% | 31q | +3.8%+$559.9K |
| GOLDMAN SACHS GROUP INC | $15.0M | 184,129 | 0.00% | 31q | -18.7%-$3.5M |
| PRINCIPAL FINANCIAL GROUP INC | $14.9M | 182,427 | 0.01% | 28q | +2.4%+$345.2K |
| SEGALL BRYANT & HAMILL, LLC | $10.2M | 125,019 | 0.12% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $10.2M | 125,000 | 0.41% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $10.1M | 124,286 | 0.01% | 6q | -22.1%-$2.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.7M | 119,543 | 0.00% | 6q | -2.6%-$263.0K |
| VICTORY CAPITAL MANAGEMENT INC | $9.3M | 113,927 | 0.01% | 31q | -15.2%-$1.7M |
| Invesco Ltd. | $9.1M | 111,477 | 0.00% | 31q | -4.1%-$386.2K |
| SOROS FUND MANAGEMENT LLC | $8.7M | 106,813 | 0.11% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $8.6M | 104,886 | 0.00% | 11q | -38.2%-$5.3M |
| UBS Group AG | $8.2M | 100,350 | 0.00% | 31q | +64.4%+$3.2M |
| Burkehill Global Management, LP | $8.2M | 100,000 | 0.29% | new | NEW |
| ProShare Advisors LLC | $7.5M | 92,281 | 0.01% | 31q | +10.7%+$725.5K |
| RHUMBLINE ADVISERS | $7.5M | 91,655 | 0.01% | 31q | +7.0%+$490.7K |
| AMERIPRISE FINANCIAL INC | $6.8M | 82,910 | 0.00% | 31q | -38.5%-$4.2M |
| BANK OF AMERICA CORP /DE/ | $6.8M | 82,804 | 0.00% | 31q | -17.1%-$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $6.6M | 81,300 | 0.01% | 6q | +20.3%+$1.1M |
| Swiss National Bank | $6.0M | 73,750 | 0.00% | 31q | +2.4%+$138.6K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.0M | 73,449 | 0.03% | 22q | -1.5%-$94.3K |
| Vennlight Capital Management, LP | $5.6M | 68,585 | 3.75% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 65,895 | 0.00% | 14q | -3.4%-$188.5K |
| Point72 Asset Management, L.P. | $5.4M | 65,875 | 0.01% | 2q | -17.7%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $5.3M | 65,581 | 0.00% | 3q | +84.9%+$2.5M |
| HARBOUR INVESTMENTS, INC. | $5.1M | 62,664 | 0.07% | 21q | +4.9%+$237.9K |
| Merit Financial Group, LLC | $4.9M | 60,636 | 0.02% | 10q | +106.4%+$2.5M |
| Balyasny Asset Management L.P. | $4.7M | 57,983 | 0.01% | new | NEW |
| EXCHANGE TRADED CONCEPTS, LLC | $4.6M | 56,014 | 0.01% | 9q | +103.0%+$2.3M |
| WELLS FARGO & COMPANY/MN | $4.4M | 54,484 | 0.00% | 31q | -15.8%-$835.9K |
| Schonfeld Strategic Advisors LLC | $4.2M | 51,187 | 0.01% | 4q | +337.4%+$3.2M |
| DEUTSCHE BANK AG\ | $4.2M | 51,012 | 0.00% | 34q | +11.8%+$438.0K |
| MARTINGALE ASSET MANAGEMENT L P | $4.0M | 48,934 | 0.09% | 31q | +23.2%+$750.9K |
| JPMORGAN CHASE & CO | $3.6M | 43,787 | 0.00% | 31q | -11.1%-$456.7K |
| Russell Investments Group, Ltd. | $3.5M | 42,732 | 0.00% | 31q | +32.3%+$851.4K |
| Jump Financial, LLC | $3.5M | 42,694 | 0.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 39,448 | 0.00% | 31q | +0.8%+$24.6K |
| PRUDENTIAL FINANCIAL INC | $3.2M | 38,934 | 0.00% | 11q | +4.6%+$138.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 38,900 | 0.00% | 30q | +269.4%+$2.3M |
| ALLIANCEBERNSTEIN L.P. | $3.1M | 40,604 | 0.00% | 31q | +0.7%+$23.2K |
| US BANCORP \DE\ | $3.0M | 36,960 | 0.00% | 31q | -3.6%-$112.2K |
| Trexquant Investment LP | $2.9M | 35,872 | 0.02% | 5q | -9.0%-$291.0K |
| ALGERT GLOBAL LLC | $2.8M | 33,810 | 0.03% | new | NEW |
| Cetera Investment Advisers | $2.6M | 32,252 | 0.00% | 14q | HELD |
| Louisiana State Employees Retirement System | $2.6M | 32,700 | 0.02% | 10q | +101.9%+$1.3M |
| Madison Wealth Partners, Inc | $2.6M | 31,812 | 0.33% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $2.5M | 30,480 | 0.00% | 26q | +74.8%+$1.1M |
| Freestone Grove Partners LP | $2.4M | 29,855 | 0.02% | new | NEW |
| Magellan Asset Management Ltd | $2.4M | 29,683 | 0.05% | 28q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.4M | 29,126 | 0.00% | 2q | HELD |
| Vanguard Investments Australia, Ltd. | $2.3M | 28,526 | 0.01% | 2q | +2.5%+$56.5K |
| Cerity Partners LLC | $2.3M | 28,058 | 0.00% | 10q | +509.6%+$1.9M |
| SEI INVESTMENTS CO | $2.2M | 27,131 | 0.00% | 14q | -17.4%-$466.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.1M | 25,875 | 0.11% | 7q | +41.4%+$617.5K |
| XTX Topco Ltd | $2.1M | 25,390 | 0.03% | 2q | +299.2%+$1.6M |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.1M | 25,372 | 0.13% | 5q | +83.4%+$940.9K |
| Quantinno Capital Management LP | $2.0M | 25,102 | 0.00% | 7q | +100.9%+$1.0M |
| Savant Capital, LLC | $1.9M | 24,114 | 0.01% | 31q | +99.9%+$956.9K |
| MACQUARIE GROUP LTD | $1.9M | 23,330 | 0.01% | 32q | +46.8%+$606.3K |
| CITIGROUP INC | $1.9M | 22,883 | 0.00% | 31q | +287.7%+$1.4M |
| Creative Planning | $1.9M | 22,762 | 0.00% | 21q | +119.7%+$1.0M |
| MetLife Investment Management, LLC | $1.8M | 21,888 | 0.01% | 32q | +8.3%+$137.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.8M | 21,816 | 0.01% | 31q | +5354.0%+$1.7M |
| Mariner, LLC | $1.7M | 21,358 | 0.00% | 3q | +522.9%+$1.5M |
| Polymer Capital Management (US) LLC | $1.6M | 20,000 | 0.22% | new | NEW |
| State of Tennessee, Department of Treasury | $1.6M | 19,242 | 0.00% | 9q | +20.2%+$263.6K |
| Quadrature Capital Ltd | $1.6M | 19,110 | 0.01% | 2q | +124.1%+$862.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.5M | 18,284 | 0.00% | 31q | +9.7%+$131.3K |
| Illinois Municipal Retirement Fund | $1.5M | 18,276 | 0.02% | 9q | -9.8%-$162.1K |
| BNP PARIBAS FINANCIAL MARKETS | $1.4M | 17,623 | 0.00% | 31q | +112.5%+$760.7K |
| IEQ CAPITAL, LLC | $1.4M | 17,404 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.4M | 17,335 | 0.00% | 9q | HELD |
| Brevan Howard Capital Management LP | $1.4M | 17,256 | 0.01% | 2q | +73.8%+$597.3K |
| State of New Jersey Common Pension Fund D | $1.4M | 16,807 | 0.00% | 21q | -40.2%-$919.5K |
| BANK OF MONTREAL /CAN/ | $1.4M | 16,559 | 0.00% | 13q | -62.8%-$2.3M |
| MAIRS & POWER INC | $1.3M | 16,508 | 0.01% | new | NEW |
Showing the largest 100 of 338 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 317 | $2.2B | 26,896,121 | 52 | 126 | 64 | 0.2% |
| Q1 2026 | 296 | $1.7B | 21,435,403 | 39 | 89 | 93 | 0.0% |
| Q4 2025 | 289 | $1.7B | 21,366,254 | 35 | 71 | 101 | 0.0% |
| Q3 2025 | 275 | $1.8B | 21,548,272 | 26 | 89 | 81 | 0.0% |
| Q2 2025 | 269 | $1.9B | 21,725,696 | 18 | 104 | 77 | 0.0% |
| Q1 2025 | 269 | $2.0B | 21,287,035 | 27 | 73 | 84 | 0.0% |
| Q4 2024 | 268 | $2.0B | 21,511,509 | 37 | 89 | 59 | 0.0% |
| Q3 2024 | 238 | $1.9B | 20,816,956 | 28 | 75 | 75 | 0.0% |
| Q2 2024 | 227 | $1.6B | 20,837,130 | 35 | 80 | 54 | 0.0% |
| Q1 2024 | 201 | $1.8B | 22,539,391 | 31 | 66 | 61 | 0.0% |
| Q4 2023 | 202 | $1.2B | 17,192,046 | 26 | 67 | 50 | 0.0% |
| Q3 2023 | 178 | $1.1B | 16,525,631 | 20 | 48 | 51 | 0.0% |
| Q2 2023 | 176 | $1.3B | 16,717,510 | 15 | 50 | 47 | 0.0% |
| Q1 2023 | 177 | $1.2B | 15,445,935 | 24 | 58 | 39 | 0.0% |
| Q4 2022 | 151 | $946.4M | 13,458,172 | 17 | 51 | 36 | 0.0% |
| Q3 2022 | 197 | $1.2B | 18,370,565 | 18 | 60 | 56 | 0.0% |
| Q2 2022 | 203 | $1.4B | 18,326,791 | 29 | 45 | 52 | 0.0% |
| Q1 2022 | 190 | $1.5B | 18,441,570 | 17 | 52 | 60 | 0.0% |
| Q4 2021 | 182 | $1.5B | 18,266,459 | 11 | 60 | 45 | 0.0% |
| Q3 2021 | 182 | $1.3B | 18,090,000 | 15 | 49 | 53 | 0.0% |
| Q2 2021 | 173 | $1.3B | 18,044,569 | 13 | 39 | 64 | 0.0% |
| Q1 2021 | 179 | $1.3B | 17,887,059 | 18 | 46 | 46 | 0.0% |
| Q4 2020 | 174 | $1.2B | 17,493,684 | 17 | 48 | 47 | 0.0% |
| Q3 2020 | 168 | $1.1B | 17,090,857 | 18 | 43 | 43 | 0.0% |
| Q2 2020 | 164 | $1.1B | 16,885,341 | 14 | 46 | 52 | 0.0% |
| Q1 2020 | 177 | $1.1B | 16,095,762 | 17 | 37 | 60 | 0.0% |
| Q4 2019 | 181 | $1.3B | 16,319,192 | 18 | 37 | 59 | 0.1% |
| Q3 2019 | 164 | $1.3B | 15,778,995 | 13 | 53 | 40 | 0.1% |
| Q2 2019 | 164 | $1.1B | 15,343,377 | 24 | 46 | 42 | 0.2% |
| Q1 2019 | 157 | $1.0B | 14,885,674 | 14 | 46 | 43 | 0.0% |
| Q4 2018 | 157 | $879.6M | 14,666,982 | 2 | 4 | 2 | 0.0% |