MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 61.22% institutional investors, 0.26% insiders, and 38.52% retail investors. Blackrock is the largest institutional shareholder, holding 16.02% of MGEE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in MGE Energy shares.
MGEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MGE Energy | 61.22% | 0.26% | 38.52% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.79M | 16.02% | $432.94M |
| Vanguard group | 4.59M | 12.68% | $342.74M |
| State street | 1.45M | 4.02% | $108.57M |
| Victory capital management | 1.36M | 3.76% | $101.67M |
| T. rowe price investment management | 933.71K | 2.58% | $69.77M |
| Geode capital management | 857.91K | 2.37% | $64.12M |
| Dimensional fund advisors lp | 783.40K | 2.17% | $58.54M |
| Bank of new york mellon | 444.06K | 1.23% | $33.18M |
| Charles schwab investment management | 416.83K | 1.15% | $31.15M |
| Northern trust | 370.87K | 1.03% | $27.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 112.05K | 1.71% | $8.37M |
| Madison wealth partners | 31.31K | 0.80% | $2.34M |
| Mbe wealth management | 8.87K | 0.40% | $662.64K |
| Icw investment advisors | 8.53K | 0.29% | $637.01K |
| Kerntke otto mcglone wealth management group | 3.60K | 0.25% | $269.07K |
| Tower view investment management & research | 5.17K | 0.22% | $386.35K |
| Silvercrest asset management group | 354.85K | 0.18% | $26.51M |
| Goldstein advisors | 13.57K | 0.17% | $1.01M |
| Gabelli funds | 284.50K | 0.16% | $21.26M |
| Harbour investments | 62.10K | 0.16% | $4.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 144.77K | 0.00% | 132.22K |
| Millennium management | 79.20K | 0.00% | 45.65K |
| Invesco | 131.36K | 0.00% | 34.45K |
| Geode capital management | 857.91K | 0.01% | 31.12K |
| Silvercrest asset management group | 354.85K | 0.18% | 29.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 57.90K | 0.00% | -723.35K |
| Jpmorgan chase | 51.35K | 0.00% | -153.39K |
| Blackrock | 5.79M | 0.01% | -128.55K |
| Vanguard group | 4.59M | 0.01% | -112.15K |
| Victory capital management | 1.36M | 0.10% | -82.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kingsview wealth management | 27.99K | 0.05% | 27.99K | $2.09M |
| Hrt financial lp | 24.61K | 0.01% | 24.61K | $1.84M |
| Corebridge financial | 21.14K | 0.01% | 21.14K | $1.58M |
| Illinois municipal retirement fund | 20.49K | 0.02% | 20.49K | $1.53M |
| Exchange traded concepts | 19.42K | 0.04% | 19.42K | $1.45M |
Sold Out
| Holder | Change |
|---|---|
| Quarry lp | -2.00 |
| Innealta capital | -3.00 |
| Valley national advisers | -15.00 |
| Central trust | -51.00 |
| Bkm wealth management | -300.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 265 | 3.52% | 22,151,667 | 0.02% | 61 | 1.63% | 128 | -7.91% | 83 | 13.70% |
| Jun 30, 2024 | 253 | 11.45% | 22,127,886 | -4.33% | 61 | 1.50% | 138 | 14.05% | 72 | 1.41% |
| Mar 31, 2024 | 227 | - | 23,129,983 | 22.02% | 63 | 2.33% | 121 | 0.83% | 71 | 5.97% |
| Dec 31, 2023 | 227 | 14.65% | 18,956,120 | -1.27% | 52 | 1.86% | 120 | 42.86% | 67 | 4.69% |
| Sep 30, 2023 | 198 | 1.54% | 19,200,802 | -1.59% | 53 | 1.82% | 84 | 2.44% | 64 | 10.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.34M | 6.46% | 1.08K |
| Vanguard Total Stock Mkt Idx Inv | 1.15M | 3.17% | -8.85K |
| iShares Russell 2000 ETF | 1.01M | 2.79% | -2.11K |
| Vanguard Small Cap Index | 906.76K | 2.50% | 1.80K |
| Victory Small Cap Value CIT (Net 75) | 695.00K | 1.92% | -45.00K |
| Victory Sycamore Small Company Opp R | 695.00K | 1.92% | -45.00K |
| Vanguard Small Cap Value Index Inv | 612.97K | 1.69% | -212.00 |
| T. Rowe Price Small-Cap Value | 565.40K | 1.56% | -5.11K |
| Vanguard Institutional Extnd Mkt Idx Tr | 545.71K | 1.51% | -4.22K |
| Fidelity Small Cap Index | 370.95K | 1.02% | -1.83K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | Berbee James G | - | Buy | $35.48K |
| May 30, 2024 | Berbee James G | - | Buy | $4.50K |
| Mar 06, 2024 | Berbee James G | - | Buy | $37.61K |
| Dec 06, 2023 | Berbee James G | - | Buy | $1.50K |
| Dec 06, 2023 | Smith Scott Robert | VP Business and Reg. Strategy | Buy | $9.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 3 | - |
| 2023 Q3 | 1 | - |
MGEE Ownership FAQ
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