MGE Energy Inc (MGEE) Ownership

104.14 ↑0.01 (0.01%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of MGE Energy Inc (MGEE), owning a total of 5.8 million shares. Combined, the top 33 institutional holders of MGEE own 69.32% of the company with a total of 25.1 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders decreased their combined ownership of MGEE by 66 thousand shares. 3 institutions bought 82,259 total additional shares and increased their ownership by an average of 2.00%. However 6 institutions sold 148,685 total shares and decreased their ownership by an average of 3.38%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of MGE Energy decreased by a net total of -66,426 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.797%	1.014%	4,633,415	46,489	2024-09-30
Victory Capital Management Inc.	3.455%	-8.064%	1,250,930	-109,722	2024-09-30
T. Rowe Price Investment Management,Inc.	2.654%	2.907%	960,854	27,141	2024-09-30
Dimensional Fund Advisors, Inc.	2.119%	-2.044%	767,387	-16,009	2024-09-30
Charles Schwab Investment Management Inc	1.175%	2.070%	425,461	8,629	2024-09-30
Northern Trust Corp	1.018%	-0.632%	368,522	-2,344	2024-09-30
Gabelli Funds LLC	0.768%	-2.214%	278,200	-6,300	2024-09-30
Principal Financial Group Inc	0.508%	-7.121%	183,893	-14,098	2024-09-30
Speece Thorson Capital Group Inc	0.309%	-0.189%	111,841	-212	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.003%	-2.171%	5,794,216	-128,554	2024-06-30
Vanguard Group Inc	12.797%	1.014%	4,633,415	46,489	2024-09-30
T. Rowe Price Associates, Inc.	6.401%	9.044%	2,314,802	191,995	2022-06-30
State Street Corporation	4.099%	46.580%	1,482,653	471,153	2024-03-31
State Street Corp	4.013%	-1.996%	1,453,066	-29,587	2024-06-30
Victory Capital Management Inc.	3.455%	-8.064%	1,250,930	-109,722	2024-09-30
T. Rowe Price Investment Management,Inc.	2.654%	2.907%	960,854	27,141	2024-09-30
Geode Capital Management, LLC	2.369%	3.764%	857,911	31,119	2024-06-30
First Trust Advisors L.P.	2.160%	14,107.000%	781,244	775,745	2024-03-31
Dimensional Fund Advisors, Inc.	2.119%	-2.044%	767,387	-16,009	2024-09-30
Morgan Stanley - Brokerage Accounts	1.802%	6.402%	652,592	39,266	2024-06-30
Bank of New York Mellon Corp	1.226%	3.622%	444,057	15,522	2024-06-30
Charles Schwab Investment Management Inc	1.175%	2.070%	425,461	8,629	2024-09-30
Northern Trust Corp	1.018%	-0.632%	368,522	-2,344	2024-09-30
Silvercrest Asset Management Group LLC	0.980%	9.092%	354,851	29,575	2024-06-30
Gabelli Funds LLC	0.768%	-2.214%	278,200	-6,300	2024-09-30
Goldman Sachs Group Inc	0.637%	-22.726%	230,754	-67,863	2024-06-30
Legal & General Group PLC	0.614%	-1.538%	222,454	-3,474	2024-06-30
Nuveen Asset Management, LLC	0.613%	-23.246%	221,843	-67,189	2024-06-30
JPMorgan Chase & Co	0.566%	-34.387%	204,745	-107,303	2024-03-31
Principal Financial Group Inc	0.508%	-7.121%	183,893	-14,098	2024-09-30
JANE STREET GROUP, LLC	0.400%	100.360%	144,766	72,513	2024-06-30
Jane Street Group LLC	0.400%	100.360%	144,766	72,513	2024-06-30
Amvescap Plc.	0.363%	35.553%	131,364	34,454	2024-06-30
Susquehanna International Group, LLP	0.334%	165.939%	120,811	75,383	2023-12-31
Millennium Management LLC	0.314%	0.000%	113,513	113,513	2023-12-31
Speece Thorson Capital Group Inc	0.309%	-0.189%	111,841	-212	2024-09-30
Bank of America Corp	0.245%	45.341%	88,572	27,631	2023-12-31
Swiss National Bank	0.220%	1.016%	79,550	800	2023-09-30
Royal London Asset Management Ltd	0.210%	-71.153%	75,760	-186,871	2023-09-30
HRT FINANCIAL LLC	0.187%	889.308%	67,451	60,633	2022-06-30
UBS Asset Mgmt Americas Inc	0.184%	-2.194%	66,514	-1,492	2022-06-30
Rhumbline Advisers	0.175%	1.155%	63,421	724	2023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of MGE Energy Inc (MGEE), owning a total of 2.3 million shares. Combined, the top 33 mutual fund holders of MGEE own 44.61% of the company with a total of 16.1 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of MGEE by 9 thousand shares. 6 funds bought 8,914 total additional shares and increased their ownership by an average of 0.36%. However 4 funds sold 18,078 total shares and decreased their ownership by an average of 1%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MGE Energy decreased by a net total of -9,164 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.410%	0.091%	2,320,949	2,112	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.170%	-0.765%	1,147,639	-8,852	2024-10-31
iShares Russell 2000 ETF	2.589%	-0.225%	937,381	-2,114	2024-10-31
Vanguard Small Cap Index	2.504%	0.199%	906,762	1,796	2024-10-31
Vanguard Small Cap Value Index Inv	1.693%	-0.035%	612,970	-212	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.882%	0.757%	319,455	2,400	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.726%	0.000%	262,735	0	2024-10-31
iShares US Infrastructure ETF	0.667%	0.542%	241,353	1,302	2024-10-31
Vanguard Utilities ETF	0.632%	0.385%	228,957	878	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.626%	-2.955%	226,588	-6,900	2024-10-31
iShares Russell 2000 Value ETF	0.547%	0.000%	198,123	0	2024-10-31
Vanguard Dividend Appreciation ETF	0.546%	0.216%	197,821	426	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.410%	0.091%	2,320,949	2,112	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.170%	-0.765%	1,147,639	-8,852	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.128%	0.803%	1,131,111	9,005	2023-03-31
iShares Russell 2000 ETF	2.589%	-0.225%	937,381	-2,114	2024-10-31
Vanguard Small Cap Index	2.504%	0.199%	906,762	1,796	2024-10-31
Victory Sycamore Small Company Opp R	1.920%	-6.081%	695,000	-45,000	2024-09-30
Victory Small Cap Value CIT (Net 75)	1.920%	-6.081%	695,000	-45,000	2024-09-30
First Trust Value Line® Dividend ETF	1.755%	-6.635%	634,743	-45,108	2024-05-30
Vanguard Small Cap Value Index Inv	1.693%	-0.035%	612,970	-212	2024-10-31
T. Rowe Price Small-Cap Value	1.562%	-0.896%	565,401	-5,111	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.519%	0.757%	549,930	4,132	2024-09-30
Vanguard Extended Market Index Investor	1.396%	-0.039%	504,760	-196	2023-08-31
Fidelity Small Cap Index	1.030%	-2.450%	372,785	-9,361	2024-08-31
Fidelity® Small Cap Index	0.973%	2.865%	351,949	9,801	2023-10-31
Kingsview Volume Factor Dividend Tree	0.916%	0.000%	331,483	331,483	2024-04-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.886%	0.000%	320,603	0	2024-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.882%	0.757%	319,455	2,400	2024-10-31
T. Rowe Price US Small-Cap Core Equity	0.879%	4.024%	317,976	12,300	2023-12-31
T. Rowe Price Small-Cap Stock	0.879%	4.024%	317,976	12,300	2023-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.850%	4.819%	307,918	14,155	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.726%	0.000%	262,735	0	2024-10-31
Goldman Sachs Small Cap Value A	0.671%	-21.483%	242,460	-66,341	2023-03-31
iShares US Infrastructure ETF	0.667%	0.542%	241,353	1,302	2024-10-31
DFA US Small Cap I	0.644%	0.000%	233,307	0	2024-09-30
Vanguard Utilities ETF	0.632%	0.385%	228,957	878	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.626%	-2.955%	226,588	-6,900	2024-10-31
Fidelity Extended Market Index	0.581%	-3.640%	210,489	-7,950	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.557%	0.000%	201,535	0	2024-08-30
iShares Russell 2000 Value ETF	0.547%	0.000%	198,123	0	2024-10-31
Vanguard Dividend Appreciation ETF	0.546%	0.216%	197,821	426	2024-10-31
Gabelli Utilities AAA	0.545%	-15.812%	197,000	-37,000	2024-06-30
Fidelity® Extended Market Index	0.541%	1.219%	195,450	2,354	2023-11-30
Schwab US Small-Cap ETF™	0.469%	0.000%	169,697	0	2024-02-29