MGE Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 5.46 M | $421.98 M | -4.55% | 14.94% |
| 05/08/2026 | 2.66 M | $205.83 M | 100.00% | 7.29% | |
| STATE STREET CORP | 05/15/2026 | 1.92 M | $148.29 M | 1.35% | 5.25% |
| 05/15/2026 | 1.64 M | $126.83 M | 100.00% | 4.49% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 925.77 K | $71.57 M | 0.41% | 2.53% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 684.27 K | $52.89 M | -0.44% | 1.87% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 446.87 K | $34.54 M | -1.99% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 418.15 K | $32.32 M | -0.79% | 1.14% |
| NORTHERN TRUST CORP | 05/14/2026 | 360.85 K | $27.89 M | 2.48% | 0.99% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 330.04 K | $25.51 M | 25.20% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 320.42 K | $24.76 M | 0.55% | 0.88% |
| MORGAN STANLEY | 05/15/2026 | 306.39 K | $23.68 M | -6.76% | 0.84% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 277.12 K | $21.42 M | 100.00% | 0.76% |
| GABELLI FUNDS LLC | 05/14/2026 | 271.20 K | $20.96 M | 0.00% | 0.74% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 246.32 K | $19.04 M | 100.00% | 0.67% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 226.49 K | $17.51 M | 4.77% | 0.62% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 221.26 K | $17.10 M | -14.56% | 0.61% |
| SPEECE THORSON CAPITAL GROUP INC | 04/29/2026 | 189.55 K | $14.65 M | -3.09% | 0.52% |
| NUVEEN, LLC | 04/30/2026 | 185.45 K | $14.33 M | 16.28% | 0.51% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 182.53 K | $14.11 M | -9.43% | 0.50% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 178.19 K | $13.77 M | 2.13% | 0.49% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 169.65 K | $13.11 M | 156.24% | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 169.07 K | $13.07 M | 101.80% | 0.46% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 159.62 K | $12.34 M | 51.86% | 0.44% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 134.36 K | $10.38 M | -81.40% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 130.77 K | $10.11 M | 3.43% | 0.36% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 122.77 K | $9.49 M | 12.47% | 0.34% |
| INVESCO LTD. | 05/12/2026 | 116.21 K | $8.98 M | 6.53% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 99.83 K | $7.72 M | 50.24% | 0.27% |
| RHUMBLINE ADVISERS | 05/12/2026 | 85.64 K | $6.62 M | 1.66% | 0.23% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 83.38 K | $6.44 M | 1.13% | 0.23% |
| JANE STREET GROUP, LLC | 05/12/2026 | 80.25 K | $6.20 M | 259.60% | 0.22% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 80.07 K | $6.19 M | 100.00% | 0.22% |
| MARSHALL WACE, LLP | 05/15/2026 | 79.33 K | $6.13 M | 6.28% | 0.22% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 05/01/2026 | 74.61 K | $5.77 M | -0.19% | 0.20% |
| SWISS NATIONAL BANK | 05/07/2026 | 72.05 K | $5.57 M | 0.00% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 68.21 K | $5.27 M | -0.73% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 67.60 K | $5.22 M | 46.00% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 67.45 K | $5.21 M | -1.95% | 0.18% |
| UBS GROUP AG | 05/05/2026 | 61.05 K | $4.72 M | -32.28% | 0.17% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 59.75 K | $4.62 M | 26.69% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 53.69 K | $4.15 M | 16.57% | 0.15% |
| JPMORGAN CHASE & CO | 05/13/2026 | 49.27 K | $3.84 M | -8.20% | 0.13% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 45.64 K | $3.53 M | 8.39% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 44.91 K | $3.47 M | -12.14% | 0.12% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 44.57 K | $3.44 M | 40.37% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 40.30 K | $3.16 M | -6.05% | 0.11% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 39.73 K | $3.07 M | 46.73% | 0.11% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 39.44 K | $3.05 M | 53.65% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 39.15 K | $3.03 M | -3.13% | 0.11% |
MGE Energy, Inc. institutional Ownership - FAQ's
During the previous two years, 429 institutional investors and hedge funds held shares of MGE Energy, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 5.46 M
STATE STREET CORP: 1.92 M
GEODE CAPITAL MANAGEMENT, LLC: 925,771
DIMENSIONAL FUND ADVISORS LP: 684,267
FIRST TRUST ADVISORS LP: 446,870
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 418,151
59.65% of MGE Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.79 M shares in the last 24 months. This purchase volume represents approximately $2.40 B in transactions.