MGE ENERGY INC - Common Stock (MGEE)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MGEE on Nasdaq
Shares outstanding
36,469,078
Price per share
$78.42
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
21,868,894
Total reported value
$1,840,924,637
% of total 13F portfolios
0%
Share change
-549,828
Value change
-$47,966,365
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
301
Price from insider filings
$78.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MGE ENERGY INC - Common Stock (MGEE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $472,774,915 5,616,238 BlackRock, Inc. 30 Sep 2025
STATE STREET CORP 5.4% $174,893,534 1,963,772 STATE STREET CORPORATION 31 Mar 2025
As of 30 Sep 2025, MGE ENERGY INC - Common Stock (MGEE) has 301 institutional shareholders filing 13F forms. They hold 21,868,894 shares. of 36,469,078 outstanding shares (60%) .

Top 25 institutional shareholders own 52% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 16% 5,659,716 -0.42% 0.01% $476,434,883
VANGUARD GROUP INC 12% 4,554,739 -0.57% 0.01% $383,417,930
STATE STREET CORP 5.3% 1,924,644 -1.1% 0.01% $162,016,532
GEODE CAPITAL MANAGEMENT, LLC 2.5% 918,260 +0.61% 0% $77,314,458
VICTORY CAPITAL MANAGEMENT INC 2.1% 751,610 -1.3% 0.04% $63,270,530
DIMENSIONAL FUND ADVISORS LP 1.9% 705,778 -2.4% 0.01% $59,411,290
FIRST TRUST ADVISORS LP 1.4% 511,382 +2.3% 0.03% $43,048,130
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 427,172 +0.1% 0.01% $35,959,339
NORTHERN TRUST CORP 1% 372,755 -1.8% 0% $31,378,516
Bank of New York Mellon Corp 0.94% 342,588 -2.3% 0.01% $28,839,073
MORGAN STANLEY 0.93% 338,272 +0.7% 0% $28,475,834
SILVERCREST ASSET MANAGEMENT GROUP LLC 0.8% 292,350 -3.3% 0.16% $24,610,233
GABELLI FUNDS LLC 0.75% 272,800 0% 0.16% $22,964,304
Legal & General Group Plc 0.55% 201,141 -4.5% 0% $16,932,049
GOLDMAN SACHS GROUP INC 0.54% 197,296 +14% 0% $16,608,385
PRINCIPAL FINANCIAL GROUP INC 0.48% 176,606 -9.5% 0.01% $14,866,693
Qube Research & Technologies Ltd 0.44% 162,217 +168% 0.02% $13,655,427
Nuveen, LLC 0.44% 159,011 -26% 0% $13,385,546
UBS Group AG 0.39% 143,885 -12% 0% $12,112,240
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.39% 142,520 +14% 0.04% $11,997,334
SPEECE THORSON CAPITAL GROUP INC 0.37% 135,559 +21% 2.3% $11,411,000
Invesco Ltd. 0.33% 118,751 -50% 0% $9,996,459
BARCLAYS PLC 0.3% 107,824 -60% 0% $9,076,625
TUDOR INVESTMENT CORP ET AL 0.27% 97,520 +21% 0.05% $8,209,234
RHUMBLINE ADVISERS 0.24% 87,452 -3.4% 0.01% $7,361,690

Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 33,325 $2,611,174 +$174,974 7,842% 8
2025 Q3 21,868,894 $1,840,924,637 -$47,966,365 8,418% 301
2025 Q2 22,426,798 $1,983,441,314 -$8,898,900 8,844% 295
2025 Q1 22,512,585 $2,092,736,683 -$28,030,390 9,296% 296
2024 Q4 22,776,736 $2,140,052,583 +$53,674,336 9,396% 292
2024 Q3 22,137,308 $2,024,658,594 +$1,568,514 9,145% 266
2024 Q2 22,152,350 $1,655,289,419 -$71,812,532 7,472% 255
2024 Q1 23,112,853 $1,819,367,404 +$319,551,788 7,872% 227
2023 Q4 49,965 $3,612,982 +$1,774,929 7,231.03% 4
2023 Q3 19,231,382 $1,317,597,217 -$22,928,936 6,851% 199
2023 Q2 19,553,845 $1,546,831,659 +$70,852,598 7,911% 197
2023 Q1 18,674,340 $1,450,502,628 +$29,153,633 7,767% 203
2022 Q4 18,300,989 $1,288,376,919 -$4,390,124 7,040% 195
2022 Q3 18,305,434 $1,202,110,208 -$160,814,719 6,563% 191
2022 Q2 18,198,068 $1,416,437,966 -$4,983,564 7,782.86% 194
2022 Q1 18,337,099 $1,462,466,713 +$23,350,821 7,979% 179
2021 Q4 18,147,062 $1,492,172,052 +$5,914,177 8,224.82% 176
2021 Q3 18,086,678 $1,329,852,066 +$5,815,383 7,350% 178
2021 Q2 18,041,227 $1,343,019,675 +$12,911,656 7,444% 169
2021 Q1 17,876,416 $1,276,321,045 +$22,114,347 7,139.02% 174
2020 Q4 17,476,940 $1,223,994,120 +$25,963,805 7,002.98% 165
2020 Q3 17,077,534 $1,070,360,934 +$11,431,268 6,266.06% 163
2020 Q2 16,881,278 $1,089,057,876 +$100,693,255 6,451.01% 161
2020 Q1 15,297,426 $1,002,217,824 -$33,858,118 6,546.95% 172
2019 Q4 15,828,421 $1,247,493,503 +$2,987,406 7,882% 176
2019 Q3 15,678,804 $1,252,084,207 +$39,211,058 7,987.03% 160
2019 Q2 15,304,820 $1,118,490,682 +$41,553,267 7,308% 161
2019 Q1 14,863,988 $1,010,451,021 +$40,961,017 6,796.66% 152
2018 Q4 14,137,718 $847,684,561 +$1,412,382 5,996.19% 152
2018 Q3 13,732,055 $876,759,768 +$13,651,446 6,384.92% 147
2018 Q2 13,533,113 $853,181,392 +$11,638,523 6,304.75% 149
2018 Q1 13,786,022 $773,507,166 +$12,830,613 5,610.03% 152
2017 Q4 13,550,842 $855,076,655 +$16,526,116 6,310.02% 149
2017 Q3 13,286,071 $858,379,591 +$23,971,829 6,460.09% 145
2017 Q2 12,916,353 $831,307,665 -$17,006,718 6,434.94% 153
2017 Q1 13,138,502 $853,996,110 +$151,407,335 6,500% 154
2016 Q4 12,955,670 $845,839,073 +$23,255,154 6,529.98% 165
2016 Q3 12,649,857 $714,778,700 +$13,740,796 5,650.81% 159
2016 Q2 12,372,971 $699,228,928 -$1,996,148 5,651.33% 157
2016 Q1 12,034,148 $628,692,000 +$16,767,049 5,224.82% 141
2015 Q4 11,740,552 $544,769,298 +$20,442,027 4,640.12% 127
2015 Q3 11,293,849 $464,996,067 +$12,992,447 4,118.97% 125
2015 Q2 10,984,881 $425,436,349 +$4,391,822 3,873.01% 122
2015 Q1 10,778,922 $477,914,059 +$6,605,585 4,431.97% 120
2014 Q4 10,655,606 $486,117,812 -$1,343,503 4,560.97% 118
2014 Q3 10,528,695 $392,354,699 -$5,173,141 3,725.99% 120
2014 Q2 10,834,475 $428,029,184 -$3,744,896 3,950.99% 123
2014 Q1 11,335,020 $444,714,025 +$150,190,674 3,923% 117