MGE Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 6.09 M | $496.90 M | 11.62% | 16.32% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 2.79 M | $227.81 M | 4.91% | 7.48% |
| STATE STREET CORP | 09/22/2026 | 2.05 M | $167.14 M | 6.83% | 5.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.70 M | $138.84 M | 3.76% | 4.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.01 M | $81.97 M | 8.56% | 2.69% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 1.00 M | $81.54 M | 100.00% | 2.68% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 700.97 K | $57.15 M | 2.44% | 1.88% |
| MORGAN STANLEY | 08/13/2026 | 545.47 K | $44.48 M | 78.03% | 1.46% |
| WESTWOOD HOLDINGS GROUP INC | 08/14/2026 | 530.62 K | $43.27 M | 100.00% | 1.42% |
| GABELLI FUNDS LLC | 08/12/2026 | 513.70 K | $41.89 M | 89.42% | 1.38% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 486.96 K | $39.71 M | 188.02% | 1.30% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 447.45 K | $36.48 M | 0.13% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 434.56 K | $35.43 M | 3.92% | 1.16% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 434.56 K | $35.43 M | 100.00% | 1.16% |
| NORTHERN TRUST CORP | 08/13/2026 | 394.58 K | $32.17 M | 9.35% | 1.06% |
| DEPRINCE RACE & ZOLLO INC | 08/20/2026 | 350.90 K | $28.61 M | 26.63% | 0.94% |
| NUVEEN, LLC | 08/11/2026 | 337.69 K | $27.54 M | 82.09% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 332.19 K | $27.09 M | 3.68% | 0.89% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 329.71 K | $26.88 M | -0.10% | 0.88% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 300.29 K | $24.49 M | 777.59% | 0.80% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 249.91 K | $20.38 M | 1.46% | 0.67% |
| SPEECE THORSON CAPITAL GROUP INC | 08/04/2026 | 228.68 K | $18.65 M | 20.65% | 0.61% |
| YAUPON CAPITAL MANAGEMENT LP | 08/14/2026 | 200.00 K | $16.31 M | 100.00% | 0.54% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 189.40 K | $15.44 M | 3.76% | 0.51% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 184.13 K | $15.01 M | -18.70% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 182.43 K | $14.88 M | 2.38% | 0.49% |
| CITADEL ADVISORS LLC | 09/02/2026 | 147.74 K | $12.05 M | 228.95% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 129.68 K | $10.57 M | -0.83% | 0.35% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 125.02 K | $10.19 M | 100.00% | 0.33% |
| SEVEN GRAND MANAGERS, LLC | 08/14/2026 | 125.00 K | $10.19 M | 100.00% | 0.33% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 124.29 K | $10.13 M | -22.14% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 119.54 K | $9.75 M | -2.63% | 0.32% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 113.93 K | $9.29 M | -15.21% | 0.31% |
| INVESCO LTD. | 08/14/2026 | 111.48 K | $9.09 M | -4.08% | 0.30% |
| SOROS FUND MANAGEMENT LLC | 08/14/2026 | 106.81 K | $8.71 M | 100.00% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 104.89 K | $8.55 M | -38.17% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 100.35 K | $8.18 M | 64.37% | 0.27% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 08/14/2026 | 100.00 K | $8.15 M | 100.00% | 0.27% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 92.28 K | $7.52 M | 10.67% | 0.25% |
| RHUMBLINE ADVISERS | 08/12/2026 | 91.66 K | $7.47 M | 7.03% | 0.25% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 82.91 K | $6.76 M | 22.93% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 82.80 K | $6.75 M | -17.06% | 0.22% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 81.30 K | $6.63 M | 20.27% | 0.22% |
| SWISS NATIONAL BANK | 08/11/2026 | 73.75 K | $6.01 M | 2.36% | 0.20% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 07/17/2026 | 73.45 K | $5.99 M | -1.55% | 0.20% |
| VENNLIGHT CAPITAL MANAGEMENT, LP | 08/14/2026 | 68.59 K | $5.59 M | 100.00% | 0.18% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 65.90 K | $5.37 M | -3.39% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/14/2026 | 65.88 K | $5.37 M | -17.73% | 0.18% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 65.58 K | $5.35 M | 84.93% | 0.18% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 62.66 K | $5.11 M | 4.88% | 0.17% |
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MGE Energy, Inc. institutional Ownership - FAQ's
During the previous two years, 465 institutional investors and hedge funds held shares of MGE Energy, Inc.. The most heavily invested institutionals were:
MOODY NATIONAL BANK TRUST DIVISION: 11,659
Wealth Enhancement Trust Services, Inc.: 1,683
STEPH & CO: 1,272
Versant Capital Management, Inc: 892
Bangor Savings Bank: 135
MJT & Associates Financial Advisory Group, Inc.: 0
72.04% of MGE Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 40.29 M shares in the last 24 months. This purchase volume represents approximately $3.14 B in transactions.