MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 57.47% institutional investors, 0.28% insiders, and 42.25% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.50% of MGEE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.13% of its assets in MGE Energy shares.
MGEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MGE Energy | 57.47% | 0.28% | 42.25% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.97M | 16.50% | $560.79M |
| Blackrock | 5.79M | 16.02% | $432.94M |
| Vanguard group | 4.64M | 12.83% | $436.02M |
| State street | 1.45M | 4.02% | $108.57M |
| Victory capital management | 1.17M | 3.24% | $110.09M |
| T. rowe price investment management | 896.61K | 2.48% | $84.25M |
| Geode capital management | 858.52K | 2.37% | $80.68M |
| Dimensional fund advisors lp | 769.61K | 2.13% | $72.31M |
| Charles schwab investment management | 432.88K | 1.20% | $40.67M |
| Northern trust | 370.87K | 1.03% | $27.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 111.18K | 2.06% | $10.45M |
| Caitlin john | 14.87K | 0.92% | $1.40M |
| Madison wealth partners | 30.50K | 0.80% | $2.87M |
| Cannon global investment management | 3.40K | 0.69% | $319.46K |
| Mbe wealth management | 8.29K | 0.44% | $778.95K |
| First business financial services | 45.58K | 0.42% | $4.28M |
| Icw investment advisors | 8.69K | 0.34% | $816.20K |
| Tower view investment management & research | 5.23K | 0.26% | $491.33K |
| Kerntke otto mcglone wealth management group | 3.01K | 0.21% | $283.19K |
| Gabelli funds | 276.70K | 0.20% | $26.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 5.97M | 0.01% | 137.05K |
| Ubs group | 149.96K | 0.00% | 91.86K |
| Jpmorgan chase | 146.01K | 0.00% | 86.42K |
| Citigroup | 106.47K | 0.01% | 62.43K |
| Millennium management | 106.61K | 0.00% | 61.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 5.79M | 0.01% | -128.55K |
| Victory capital management | 1.17M | 0.11% | -79.21K |
| Jane street group | 9.16K | 0.00% | -69.50K |
| T. rowe price investment management | 896.61K | 0.05% | -64.25K |
| Bank of new york mellon | 359.00K | 0.01% | -54.98K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna fundamental investments | 48.49K | 0.07% | 48.49K | $4.56M |
| Great lakes advisors | 44.80K | 0.04% | 44.80K | $4.21M |
| Graham capital management | 13.24K | 0.02% | 13.24K | $1.24M |
| Schonfeld strategic advisors | 10.23K | 0.01% | 10.23K | $961.49K |
| Crestline management, lp | 9.29K | 0.03% | 9.29K | $872.70K |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Innealta capital | -3.00 |
| Quantbot technologies lp | -4.00 |
| Paladin advisory group | -6.00 |
| Valley national advisers | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 264 | -0.75% | 20,793,900 | -6.13% | 57 | 1.53% | 147 | 14.84% | 65 | -21.69% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.24M | 6.13% | 1.32K |
| Vanguard US Total Market Shares ETF | 1.16M | 3.17% | 1.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.15M | 3.14% | 924.00 |
| iShares Russell 2000 ETF | 961.44K | 2.63% | -8.30K |
| Vanguard Small Cap Index | 924.45K | 2.53% | 756.00 |
| Victory Small Cap Value CIT (Net 75) | 650.00K | 1.80% | -45.00K |
| Victory Sycamore Small Company Opp R | 650.00K | 1.80% | -45.00K |
| Vanguard Small Cap Value Index Inv | 608.96K | 1.67% | -2.01K |
| Vanguard Institutional Extnd Mkt Idx Tr | 548.94K | 1.50% | 772.00 |
| T. Rowe Price Small-Cap Value | 484.97K | 1.33% | -23.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2025 | Berbee James G | - | Buy | $40.47K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
MGEE Ownership FAQ
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