MGE Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 5.72 M | $448.56 M | 1.06% | 15.65% |
| VANGUARD GROUP INC | 01/29/2026 | 4.55 M | $356.90 M | -0.08% | 12.45% |
| STATE STREET CORP | 02/13/2026 | 1.89 M | $148.46 M | -1.64% | 5.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 921.95 K | $72.32 M | 0.40% | 2.52% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 722.35 K | $56.65 M | -3.89% | 1.98% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 687.31 K | $53.90 M | -2.62% | 1.88% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 455.94 K | $35.75 M | -10.84% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 421.49 K | $33.05 M | -1.33% | 1.15% |
| NORTHERN TRUST CORP | 02/17/2026 | 352.12 K | $27.61 M | -5.54% | 0.96% |
| MORGAN STANLEY | 02/13/2026 | 328.61 K | $25.77 M | -2.86% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 318.65 K | $24.99 M | -6.99% | 0.87% |
| GABELLI FUNDS LLC | 02/05/2026 | 271.20 K | $21.27 M | -0.59% | 0.74% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 263.61 K | $20.67 M | 62.50% | 0.72% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 258.98 K | $20.31 M | -11.42% | 0.71% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 216.17 K | $16.95 M | 9.57% | 0.59% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 201.53 K | $15.80 M | 0.19% | 0.55% |
| SPEECE THORSON CAPITAL GROUP INC | 01/29/2026 | 195.60 K | $15.34 M | 44.29% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 174.48 K | $13.68 M | -1.20% | 0.48% |
| NUVEEN, LLC | 02/12/2026 | 159.49 K | $12.51 M | 0.30% | 0.44% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 126.44 K | $9.92 M | -11.28% | 0.35% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 109.16 K | $8.56 M | 205.97% | 0.30% |
| INVESCO LTD. | 02/19/2026 | 109.09 K | $8.55 M | -8.14% | 0.30% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 105.11 K | $8.24 M | 7.78% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 90.15 K | $7.07 M | -37.35% | 0.25% |
| RHUMBLINE ADVISERS | 02/13/2026 | 84.24 K | $6.61 M | -3.67% | 0.23% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 83.78 K | $6.57 M | 3.75% | 0.23% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 82.45 K | $6.47 M | 2.66% | 0.23% |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 02/13/2026 | 80.50 K | $6.31 M | -3.86% | 0.22% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 02/10/2026 | 74.75 K | $5.86 M | -0.35% | 0.20% |
| MARSHALL WACE, LLP | 02/13/2026 | 74.64 K | $5.85 M | -13.91% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 72.05 K | $5.65 M | 1.69% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 68.79 K | $5.39 M | -6.60% | 0.19% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 68.71 K | $5.39 M | -5.85% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 66.45 K | $5.21 M | -0.73% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 66.21 K | $5.19 M | 35.75% | 0.18% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 60.78 K | $4.77 M | 69.86% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 58.22 K | $4.57 M | -46.00% | 0.16% |
| JPMORGAN CHASE & CO | 02/11/2026 | 53.67 K | $4.21 M | -36.64% | 0.15% |
| CITADEL ADVISORS LLC | 02/17/2026 | 51.12 K | $4.01 M | 32.73% | 0.14% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 47.16 K | $3.70 M | -32.43% | 0.13% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 46.30 K | $3.63 M | 6.68% | 0.13% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 46.06 K | $3.61 M | 13.90% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 42.90 K | $3.36 M | 6.15% | 0.12% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 42.11 K | $3.30 M | 2.90% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 40.41 K | $3.17 M | 2.70% | 0.11% |
| US BANCORP \DE\ | 01/30/2026 | 40.20 K | $3.15 M | -0.75% | 0.11% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 02/13/2026 | 35.41 K | $2.78 M | -0.46% | 0.10% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 35.13 K | $2.76 M | 4.91% | 0.10% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 34.19 K | $2.68 M | -7.02% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 32.48 K | $2.55 M | 3.93% | 0.09% |
MGE Energy, Inc. institutional Ownership - FAQ's
During the previous two years, 437 institutional investors and hedge funds held shares of MGE Energy, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 684,267
Bank of New York Mellon Corp: 320,415
DEPRINCE RACE & ZOLLO INC: 277,117
VANGUARD FIDUCIARY TRUST CO: 246,323
SPEECE THORSON CAPITAL GROUP INC: 189,547
Nuveen, LLC: 185,454
59.56% of MGE Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.28 M shares in the last 24 months. This purchase volume represents approximately $2.44 B in transactions.