MGE Energy Ownership 2024 | Who Owns MGE Energy Now?
Institutional Ownership
61.04%
Insider Ownership
0.26%
Retail Ownership
38.71%
Institutional Holders
248.00
MGE Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.02% | 0.01% | 5,794,216 | -128,554 | -2.17% | 432,943,855 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.68% | 0.01% | 4,586,926 | -112,146 | -2.39% | 342,735,111 | Jun 30, 2024 |
| STATE STREET CORP | 4.02% | 0.00% | 1,453,066 | -29,587 | -2.00% | 108,573,092,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 3.76% | 0.10% | 1,360,652 | -82,267 | -5.70% | 101,667,918 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.58% | 0.04% | 933,713 | -18,022 | -1.89% | 69,768,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.01% | 857,911 | 31,119 | 3.76% | 64,116,145 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.17% | 0.02% | 783,396 | 20,533 | 2.69% | 58,536,219 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.23% | 0.01% | 444,057 | 15,522 | 3.62% | 33,179,906 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.15% | 0.01% | 416,832 | 22,701 | 5.76% | 31,145,687 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.03% | 0.00% | 370,866 | -13,588 | -3.53% | 27,711,108,000 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.98% | 0.18% | 354,851 | 29,575 | 9.09% | 26,514,481 | Jun 30, 2024 |
| MORGAN STANLEY | 0.90% | 0.00% | 326,296 | 19,633 | 6.40% | 24,380,917 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.79% | 0.16% | 284,500 | -38,000 | -11.78% | 21,257,840 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.64% | 0.00% | 230,754 | -67,863 | -22.73% | 17,241,939 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.61% | 0.00% | 222,454 | -3,474 | -1.54% | 16,621,764 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.61% | 0.00% | 221,843 | -67,189 | -23.25% | 16,576,109 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.55% | 0.01% | 197,991 | -6,075 | -2.98% | 14,793,887,000 | Jun 30, 2024 |
| INVESCO LTD. | 0.36% | 0.00% | 131,364 | 34,454 | 35.55% | 9,815,518 | Jun 30, 2024 |
| SPEECE THORSON CAPITAL GROUP INC | 0.31% | 1.71% | 112,053 | -2,090 | -1.83% | 8,373,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.28% | 0.00% | 101,998 | -5,632 | -5.23% | 7,621,312 | Jun 30, 2024 |
MGE Energy's largest institutional shareholder is BLACKROCK INC., holding 16.02% of the company's total share outstanding, currently valued at $432.94M. The top 10 institutional shareholders own together 47.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SPEECE THORSON CAPITAL GROUP INC | 0.31% | 1.71% | 112,053 | -2,090 | -1.83% | 8,373,000 | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | 0.03% | 0.98% | 9,037 | 9,037 | 100.00% | 675,245 | Jun 30, 2024 |
| MADISON WEALTH PARTNERS, INC | 0.09% | 0.80% | 31,306 | 1,641 | 5.53% | 2,339,179 | Jun 30, 2024 |
| MBE WEALTH MANAGEMENT, LLC | 0.02% | 0.40% | 8,868 | 9 | 0.10% | 662,643 | Jun 30, 2024 |
| ICW INVESTMENT ADVISORS LLC | 0.02% | 0.29% | 8,525 | -43 | -0.50% | 637,011 | Jun 30, 2024 |
| KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | 0.01% | 0.25% | 3,601 | 3,601 | 100.00% | 269,067 | Jun 30, 2024 |
| TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC | 0.01% | 0.22% | 5,171 | 6 | 0.12% | 386,352 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.98% | 0.18% | 354,851 | 29,575 | 9.09% | 26,514,481 | Jun 30, 2024 |
| GOLDSTEIN ADVISORS, LLC | 0.04% | 0.17% | 13,575 | 7 | 0.05% | 1,014,310 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.79% | 0.16% | 284,500 | -38,000 | -11.78% | 21,257,840 | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | 0.17% | 0.16% | 62,098 | -4,553 | -6.83% | 4,639,986 | Jun 30, 2024 |
| 0.01% | 0.16% | 2,835 | 2,835 | 100.00% | 211,806 | Jun 30, 2024 | |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.13% | 10,974 | 10,974 | 100.00% | 819,977 | Jun 30, 2024 |
| KLCM ADVISORS, INC. | 0.04% | 0.12% | 12,975 | - | - | 969,492 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 3.76% | 0.10% | 1,360,652 | -82,267 | -5.70% | 101,667,918 | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | 0.01% | 0.10% | 3,886 | 3,886 | 100.00% | 290,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.09% | 6,790 | 6,790 | 100.00% | 507,349 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.14% | 0.09% | 50,987 | 18,315 | 56.06% | 3,809,749 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.13% | 0.08% | 47,000 | 900 | 1.95% | 3,511,840 | Jun 30, 2024 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 0.02% | 0.08% | 6,792 | - | - | 507,498 | Jun 30, 2024 |
The largest MGE Energy shareholder by % of total assets is SPEECE THORSON CAPITAL GROUP INC. The company owns 112.05K shares of MGE Energy (MGEE), representing 1.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.22% | 0.00% | 79,200 | 45,647 | 136.04% | 5,917,824 | Jun 30, 2024 |
| INVESCO LTD. | 0.36% | 0.00% | 131,364 | 34,454 | 35.55% | 9,815,518 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.37% | 0.01% | 857,911 | 31,119 | 3.76% | 64,116,145 | Jun 30, 2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.98% | 0.18% | 354,851 | 29,575 | 9.09% | 26,514,481 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.08% | 0.05% | 27,988 | 27,988 | 100.00% | 2,091,264 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.07% | 0.01% | 24,610 | 24,610 | 100.00% | 1,838,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.15% | 0.01% | 416,832 | 22,701 | 5.76% | 31,145,687 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.00% | 22,366 | 22,366 | 100.00% | 1,671,188 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 21,136 | 21,136 | 100.00% | 1,579,282 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.17% | 0.02% | 783,396 | 20,533 | 2.69% | 58,536,219 | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.06% | 0.02% | 20,489 | 20,489 | 100.00% | 1,530,938 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 0.00% | 78,936 | 20,132 | 34.24% | 5,898,097 | Jun 30, 2024 |
| MORGAN STANLEY | 0.90% | 0.00% | 326,296 | 19,633 | 6.40% | 24,380,917 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.05% | 0.04% | 19,419 | 19,419 | 100.00% | 1,450,988 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 18,517 | 18,517 | 100.00% | 1,383,590 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.14% | 0.09% | 50,987 | 18,315 | 56.06% | 3,809,749 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 0.00% | 78,826 | 17,539 | 28.62% | 5,889,879 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.23% | 0.01% | 444,057 | 15,522 | 3.62% | 33,179,906 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.02% | 15,031 | 15,004 | 55570.37% | 1,123,117 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.00% | 19,224 | 14,893 | 343.87% | 1,436,417 | Jun 30, 2024 |
As of Jun 30 2024, MGE Energy's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 45.65K stocks of MGEE, valued at $5.92M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 0.16% | 0.00% | 57,897 | -723,347 | -92.59% | 4,326,063 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.14% | 0.00% | 51,352 | -153,393 | -74.92% | 3,837,022 | Jun 30, 2024 |
| BLACKROCK INC. | 16.02% | 0.01% | 5,794,216 | -128,554 | -2.17% | 432,943,855 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.68% | 0.01% | 4,586,926 | -112,146 | -2.39% | 342,735,111 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 3.76% | 0.10% | 1,360,652 | -82,267 | -5.70% | 101,667,918 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.64% | 0.00% | 230,754 | -67,863 | -22.73% | 17,241,939 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.61% | 0.00% | 221,843 | -67,189 | -23.25% | 16,576,109 | Jun 30, 2024 |
| GABELLI FUNDS LLC | 0.79% | 0.16% | 284,500 | -38,000 | -11.78% | 21,257,840 | Jun 30, 2024 |
| WALKNER CONDON FINANCIAL ADVISORS LLC | - | - | - | -31,613 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 4.02% | 0.00% | 1,453,066 | -29,587 | -2.00% | 108,573,092,000 | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.02% | 0.01% | 7,100 | -21,231 | -74.94% | 530,512 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.05% | 0.00% | 16,302 | -21,213 | -56.55% | 1,218,085 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.02% | 0.00% | 7,333 | -20,841 | -73.97% | 548,000 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.07% | 0.01% | 24,255 | -19,840 | -44.99% | 1,812,334 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -19,673 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 13,978 | -18,908 | -57.50% | 1,045,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.58% | 0.04% | 933,713 | -18,022 | -1.89% | 69,768,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,852 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -14,967 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.03% | 0.00% | 370,866 | -13,588 | -3.53% | 27,711,108,000 | Jun 30, 2024 |
As of Jun 30 2024, MGE Energy's biggest institutional seller is FIRST TRUST ADVISORS LP. The company sold -0.72M shares of MGEE, valued at $4.33M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.08% | 0.05% | 27,988 | 27,988 | 100.00% | 2,091,264 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.07% | 0.01% | 24,610 | 24,610 | 100.00% | 1,838,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 21,136 | 21,136 | 100.00% | 1,579,282 | Jun 30, 2024 |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.06% | 0.02% | 20,489 | 20,489 | 100.00% | 1,530,938 | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.05% | 0.04% | 19,419 | 19,419 | 100.00% | 1,450,988 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 18,517 | 18,517 | 100.00% | 1,383,590 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.03% | 0.00% | 9,720 | 9,720 | 100.00% | 726,279 | Jun 30, 2024 |
| FIFTH LANE CAPITAL, LP | 0.03% | 0.98% | 9,037 | 9,037 | 100.00% | 675,245 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.02% | 0.00% | 7,161 | 7,161 | 100.00% | 542,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.02% | 0.09% | 6,790 | 6,790 | 100.00% | 507,349 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.02% | 0.01% | 6,766 | 6,766 | 100.00% | 505,556 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.02% | 0.00% | 6,372 | 6,372 | 100.00% | 476,121 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.05% | 5,491 | 5,491 | 100.00% | 410,000 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.01% | 0.01% | 4,874 | 4,874 | 100.00% | 364,206 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.07% | 4,733 | 4,733 | 100.00% | 353,650 | Jun 30, 2024 |
| ROYCE & ASSOCIATES LP | 0.01% | 0.00% | 4,569 | 4,569 | 100.00% | 341,396 | Jun 30, 2024 |
| VALMARK ADVISERS, INC. | 0.01% | 0.01% | 4,568 | 4,568 | 100.00% | 341,321 | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | 0.01% | 0.10% | 3,886 | 3,886 | 100.00% | 290,000 | Jun 30, 2024 |
| KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | 0.01% | 0.25% | 3,601 | 3,601 | 100.00% | 269,067 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 3,555 | 3,555 | 100.00% | 265,630 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 3,120 | 3,120 | 100.00% | 233,126 | Jun 30, 2024 |
| 0.01% | 0.16% | 2,835 | 2,835 | 100.00% | 211,806 | Jun 30, 2024 | |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 2,200 | 2,200 | 100.00% | 164,384 | Jun 30, 2024 |
| ISTHMUS PARTNERS, LLC | 0.01% | 0.03% | 1,866 | 1,866 | 100.00% | 314,101 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,432 | 1,432 | 100.00% | 106,000 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.04% | 1,000 | 1,000 | 100.00% | 74,720 | Jun 30, 2024 |
| DEKABANK DEUTSCHE GIROZENTRALE | 0.00% | 0.00% | 777 | 777 | 100.00% | 58,000 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 189 | 189 | 100.00% | 14,122 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 86 | 86 | 100.00% | 6,426 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 71 | 71 | 100.00% | 5,306 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.00% | - | 55 | 55 | 100.00% | 4,000 | Jun 30, 2024 |
| CENTRAL TRUST CO | 0.00% | 0.00% | 51 | 51 | 100.00% | 3,811 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 7 | 7 | 100.00% | 523 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | - | - | 4 | 4 | 100.00% | 299 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 4 | 4 | 100.00% | 299 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 3 | 3 | 100.00% | 224 | Jun 30, 2024 |
| QUARRY LP | - | - | 2 | 2 | 100.00% | 149 | Jun 30, 2024 |
MGE Energy's largest new institutional shareholder by number of shares is KINGSVIEW WEALTH MANAGEMENT, LLC, purchased 27.99K shares, valued at $2.09M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WALKNER CONDON FINANCIAL ADVISORS LLC | - | - | - | -31,613 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -19,673 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -15,852 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -14,967 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -11,201 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -9,128 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -3,787 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -3,463 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -3,456 | -100.00% | - | Jun 30, 2024 |
| CWS FINANCIAL ADVISORS, LLC | - | - | - | -2,550 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,903 | -100.00% | - | Jun 30, 2024 |
| OPEROSE ADVISORS LLC | - | - | - | -337 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
MGE Energy's largest sold out institutional shareholder by shares sold is WALKNER CONDON FINANCIAL ADVISORS LLC, sold -31.61K shares, valued at -, as of undefined.
MGE Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| GABELLI UTILITIES FUND | 0.41% | 291,500 | -2,000 | -0.68% | Dec 29, 2023 |
| GABELLI UTILITY TRUST | 0.14% | 58,000 | - | - | Dec 29, 2023 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.09% | 317,976 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.07% | 740,479 | -165,906 | -18.30% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.07% | 559,977 | -250,560 | -30.91% | Mar 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.06% | 10,000 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 26,169 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.05% | 1,433 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.05% | 26,168 | -13,563 | -34.14% | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 17,858 | 17,858 | - | Mar 31, 2024 |
| OSI ETF Trust | 0.03% | 5,004 | 270 | 5.70% | Mar 31, 2022 |
| VICTORY PORTFOLIOS | 0.03% | 817,231 | 137,291 | 20.19% | Mar 31, 2024 |
| FRONTIER FUNDS, INC. | 0.02% | 8,425 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 650 | 650 | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.02% | 3,150 | - | - | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.02% | 42,800 | - | - | Mar 28, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.02% | 27,500 | - | - | Dec 29, 2023 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 144,787 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.01% | 32,678 | - | - | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 64,467 | -2,022 | -3.04% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,415 | -165 | -2.96% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,235,530 | -523,129 | -13.92% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 33,964 | 33,111 | 3881.71% | Mar 31, 2024 |
| HENNESSY FUNDS TRUST | 0.01% | 10,479 | -300 | -2.78% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 899 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 209,233 | 11,161 | 5.63% | Mar 31, 2024 |
| Vericimetry Funds | 0.00% | 354 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 206,670 | 950 | 0.46% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 10,436 | 155 | 1.51% | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 119,141 | -56 | -0.05% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 15,661 | -4,550 | -22.51% | Aug 31, 2023 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 13,831 | - | - | Jan 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 9,700 | 9,600 | 9600.00% | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 160,796 | -2,892 | -1.77% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 340,359 | 7,438 | 2.23% | Feb 29, 2024 |
| TETON WESTWOOD FUNDS | 0.00% | 1,000 | - | - | Dec 29, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 3,780 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 278,697 | 278,697 | - | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 15,916 | 15,916 | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 4,951 | 446 | 9.90% | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 4,738 | 639 | 15.59% | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 9,226 | - | - | Dec 31, 2023 |
| VANGUARD HORIZON FUNDS | 0.00% | 21,977 | -21,977 | -50.00% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 219,441 | 4,908 | 2.29% | Feb 29, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 19,805 | 3,513 | 21.56% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 700 | - | - | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.00% | 10,109 | - | - | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 11,297 | -3,230 | -22.23% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 788,965 | 259,337 | 48.97% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 22,235 | -3,014 | -11.94% | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 36,986 | 32,910 | 807.41% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,546 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 7,446 | 1,316 | 21.47% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 301 | - | - | Apr 30, 2021 |
| SSGA FUNDS | 0.00% | 237 | - | - | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 37,250 | 7,146 | 23.74% | Mar 28, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 38,436 | 648 | 1.71% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 268,933 | 7,626 | 2.92% | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 46,862 | -5,172 | -9.94% | Mar 31, 2024 |
| Global X Funds | 0.00% | 16,863 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 11,843 | -3,063 | -20.55% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,710 | -99 | -5.47% | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 9,772 | -3,908 | -28.57% | Mar 28, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 77,608 | -7,425 | -8.73% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 35,592 | 28,178 | 380.06% | Feb 29, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 31,372 | 31,088 | 10946.48% | Mar 28, 2024 |
| Dimensional ETF Trust | 0.00% | 118,871 | 7,933 | 7.15% | Jan 31, 2024 |
| iSHARES TRUST | 0.00% | 4,368,689 | 2,831,284 | 184.16% | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 685 | - | - | Mar 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 3,100 | 550 | 21.57% | Mar 31, 2023 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 3,771 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 340 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 12,890 | -300 | -2.27% | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 1,639 | 1,639 | - | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,100 | -3,378 | -61.66% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 24,039 | -61,364 | -71.85% | Mar 28, 2024 |
| AMG FUNDS III | 0.00% | 839 | - | - | Mar 28, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 6,229 | 6,229 | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 3,582 | 898 | 33.46% | Mar 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 631 | - | - | Dec 31, 2023 |
| Lattice Strategies Trust | 0.00% | 219 | - | - | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 131,913 | 99,240 | 303.74% | Mar 31, 2024 |
| Meeder Funds | 0.00% | 546 | - | - | Mar 31, 2024 |
| ProFunds | 0.00% | 1,301 | 994 | 323.78% | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 445 | - | - | Dec 31, 2023 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 1,322 | - | - | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 5,714 | -2,480 | -30.27% | Mar 31, 2024 |
| VALIC Co I | 0.00% | 26,759 | -7,447 | -21.77% | Feb 29, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 1,830 | 1,830 | - | Mar 31, 2024 |
| BNY Mellon ETF Trust | 0.00% | 2,216 | 849 | 62.11% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 4,544 | -595 | -11.58% | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 164,222 | 18,976 | 13.06% | Feb 29, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 333 | - | - | Dec 31, 2023 |
| GPS Funds I | 0.00% | 415 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 1,428 | -5,451 | -79.24% | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 92,642 | -2,980 | -3.12% | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 7,452 | -132 | -1.74% | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.00% | 700 | - | - | Mar 28, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.00% | 32,371 | 1,190 | 3.82% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 200 | - | - | Jan 31, 2024 |
MGE Energy's largest mutual fund holder by % of total assets is "GABELLI UTILITIES FUND", owning 291.50K shares, compromising 0.41% of its total assets.
MGE Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 248 | 9.25% |
| 31 Mar, 24 | 227 | - |
| 31 Dec, 23 | 227 | 14.65% |
| 30 Sep, 23 | 198 | 1.54% |
| 30 Jun, 23 | 195 | -3.94% |
| 31 Mar, 23 | 203 | 4.10% |
| 31 Dec, 22 | 195 | - |
| 30 Sep, 22 | 195 | -2.99% |
| 30 Jun, 22 | 201 | 8.06% |
| 31 Mar, 22 | 186 | 4.49% |
| 31 Dec, 21 | 178 | - |
| 30 Sep, 21 | 178 | 5.95% |
| 30 Jun, 21 | 168 | -5.08% |
| 31 Mar, 21 | 177 | 2.91% |
| 31 Dec, 20 | 172 | 3.61% |
| 30 Sep, 20 | 166 | 1.84% |
| 30 Jun, 20 | 163 | -6.86% |
| 31 Mar, 20 | 175 | -2.23% |
| 31 Dec, 19 | 179 | 9.82% |
| 30 Sep, 19 | 163 | -1.21% |
| 30 Jun, 19 | 165 | 6.45% |
| 31 Mar, 19 | 155 | -2.52% |
| 31 Dec, 18 | 159 | 4.61% |
| 30 Sep, 18 | 152 | - |
| 30 Jun, 18 | 152 | -0.65% |
| 31 Mar, 18 | 153 | -1.29% |
| 31 Dec, 17 | 155 | 6.90% |
| 30 Sep, 17 | 145 | -8.81% |
| 30 Jun, 17 | 159 | -0.63% |
| 31 Mar, 17 | 160 | -5.88% |
| 31 Dec, 16 | 170 | 3.66% |
| 30 Sep, 16 | 164 | - |
| 30 Jun, 16 | 164 | 10.07% |
| 31 Mar, 16 | 149 | 13.74% |
| 31 Dec, 15 | 131 | 3.15% |
| 30 Sep, 15 | 127 | 3.25% |
| 30 Jun, 15 | 123 | 0.82% |
| 31 Mar, 15 | 122 | 1.67% |
| 31 Dec, 14 | 120 | -3.23% |
| 30 Sep, 14 | 124 | -0.80% |
| 30 Jun, 14 | 125 | 3.31% |
| 31 Mar, 14 | 121 | 7.08% |
| 31 Dec, 13 | 113 | 0.89% |
| 30 Sep, 13 | 112 | 5.66% |
| 30 Jun, 13 | 106 | 116.33% |
| 31 Mar, 13 | 49 | -2.00% |
| 31 Dec, 12 | 50 | -5.66% |
| 30 Sep, 12 | 53 | 8.16% |
| 30 Jun, 12 | 49 | 8.89% |
| 31 Mar, 12 | 45 | 7.14% |
| 31 Dec, 11 | 42 | -2.33% |
| 30 Sep, 11 | 43 | 10.26% |
| 30 Jun, 11 | 39 | 21.88% |
| 31 Mar, 11 | 32 | -5.88% |
| 31 Dec, 10 | 34 | 25.93% |
| 30 Sep, 10 | 27 | -6.90% |
| 30 Jun, 10 | 29 | 16.00% |
| 31 Mar, 10 | 25 | 25.00% |
| 31 Dec, 09 | 20 | - |
| 30 Sep, 09 | 20 | -16.67% |
| 30 Jun, 09 | 24 | 14.29% |
| 31 Mar, 09 | 21 | -22.22% |
| 31 Dec, 08 | 27 | -3.57% |
| 30 Sep, 08 | 28 | 21.74% |
| 30 Jun, 08 | 23 | -4.17% |
| 31 Mar, 08 | 24 | 9.09% |
| 31 Dec, 07 | 22 | 10.00% |
| 30 Sep, 07 | 20 | 11.11% |
| 30 Jun, 07 | 18 | -10.00% |
| 31 Mar, 07 | 20 | -9.09% |
| 31 Dec, 06 | 22 | 29.41% |
| 30 Sep, 06 | 17 | 21.43% |
| 30 Jun, 06 | 14 | - |
| 31 Mar, 06 | 14 | -12.50% |
| 31 Dec, 05 | 16 | 23.08% |
| 30 Sep, 05 | 13 | -18.75% |
| 30 Jun, 05 | 16 | 14.29% |
| 31 Mar, 05 | 14 | 27.27% |
| 31 Dec, 04 | 11 | 37.50% |
| 30 Sep, 04 | 8 | -20.00% |
| 30 Jun, 04 | 10 | -23.08% |
| 31 Mar, 04 | 13 | - |
| 31 Dec, 03 | 13 | 18.18% |
| 30 Sep, 03 | 11 | 37.50% |
| 30 Jun, 03 | 8 | - |
| 31 Mar, 03 | 8 | - |
| 31 Dec, 02 | 8 | -11.11% |
| 30 Sep, 02 | 9 | - |
As of 30 Jun 24, 248 institutions are holding MGE Energy's shares, representing an increase of 9.25% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 22,077,466 | -4.55% |
| 31 Mar, 24 | 23,129,983 | 22.02% |
| 31 Dec, 23 | 18,956,120 | -1.27% |
| 30 Sep, 23 | 19,200,802 | -1.59% |
| 30 Jun, 23 | 19,510,970 | 4.71% |
| 31 Mar, 23 | 18,632,455 | 2.04% |
| 31 Dec, 22 | 18,259,469 | -0.41% |
| 30 Sep, 22 | 18,335,538 | 0.28% |
| 30 Jun, 22 | 18,284,668 | -0.69% |
| 31 Mar, 22 | 18,411,481 | 1.28% |
| 31 Dec, 21 | 18,178,851 | 0.65% |
| 30 Sep, 21 | 18,060,860 | 0.24% |
| 30 Jun, 21 | 18,017,749 | 0.87% |
| 31 Mar, 21 | 17,861,632 | 2.28% |
| 31 Dec, 20 | 17,462,625 | 2.29% |
| 30 Sep, 20 | 17,071,794 | 1.18% |
| 30 Jun, 20 | 16,872,400 | 10.20% |
| 31 Mar, 20 | 15,310,751 | -3.24% |
| 31 Dec, 19 | 15,822,686 | 0.49% |
| 30 Sep, 19 | 15,744,791 | 2.96% |
| 30 Jun, 19 | 15,292,838 | 2.85% |
| 31 Mar, 19 | 14,869,409 | 4.36% |
| 31 Dec, 18 | 14,248,518 | 0.25% |
| 30 Sep, 18 | 14,212,609 | 1.38% |
| 30 Jun, 18 | 14,019,319 | 1.68% |
| 31 Mar, 18 | 13,787,406 | 1.71% |
| 31 Dec, 17 | 13,556,090 | 2.12% |
| 30 Sep, 17 | 13,274,833 | 2.16% |
| 30 Jun, 17 | 12,994,438 | -1.39% |
| 31 Mar, 17 | 13,177,787 | 1.57% |
| 31 Dec, 16 | 12,974,349 | 2.46% |
| 30 Sep, 16 | 12,662,349 | 2.00% |
| 30 Jun, 16 | 12,414,385 | -0.44% |
| 31 Mar, 16 | 12,469,309 | 2.93% |
| 31 Dec, 15 | 12,114,548 | 3.79% |
| 30 Sep, 15 | 11,671,803 | 2.86% |
| 30 Jun, 15 | 11,346,810 | 1.10% |
| 31 Mar, 15 | 11,223,149 | 1.37% |
| 31 Dec, 14 | 11,071,959 | -1.05% |
| 30 Sep, 14 | 11,189,116 | -1.27% |
| 30 Jun, 14 | 11,332,514 | -1.28% |
| 31 Mar, 14 | 11,479,068 | 51.31% |
| 31 Dec, 13 | 7,586,303 | -1.02% |
| 30 Sep, 13 | 7,664,417 | 2.17% |
| 30 Jun, 13 | 7,501,849 | 229.42% |
| 31 Mar, 13 | 2,277,309 | -5.29% |
| 31 Dec, 12 | 2,404,605 | -0.15% |
| 30 Sep, 12 | 2,408,238 | -26.39% |
| 30 Jun, 12 | 3,271,578 | 5.07% |
| 31 Mar, 12 | 3,113,719 | 6.84% |
| 31 Dec, 11 | 2,914,332 | 9.99% |
| 30 Sep, 11 | 2,649,545 | -32.22% |
| 30 Jun, 11 | 3,909,097 | 6.76% |
| 31 Mar, 11 | 3,661,699 | 31.11% |
| 31 Dec, 10 | 2,792,882 | 4.35% |
| 30 Sep, 10 | 2,676,507 | 4.16% |
| 30 Jun, 10 | 2,569,665 | -1.19% |
| 31 Mar, 10 | 2,600,562 | 23.55% |
| 31 Dec, 09 | 2,104,838 | 7.85% |
| 30 Sep, 09 | 1,951,572 | 9.47% |
| 30 Jun, 09 | 1,782,753 | 3.42% |
| 31 Mar, 09 | 1,723,751 | -38.79% |
| 31 Dec, 08 | 2,815,956 | 79.18% |
| 30 Sep, 08 | 1,571,542 | 69.32% |
| 30 Jun, 08 | 928,149 | 10.07% |
| 31 Mar, 08 | 843,220 | 15.24% |
| 31 Dec, 07 | 731,706 | 33.75% |
| 30 Sep, 07 | 547,090 | -33.57% |
| 30 Jun, 07 | 823,595 | 43.52% |
| 31 Mar, 07 | 573,861 | -11.87% |
| 31 Dec, 06 | 651,123 | 5.67% |
| 30 Sep, 06 | 616,192 | -4.66% |
| 30 Jun, 06 | 646,296 | 1.30% |
| 31 Mar, 06 | 638,008 | -2.59% |
| 31 Dec, 05 | 654,979 | 47.18% |
| 30 Sep, 05 | 445,033 | -7.45% |
| 30 Jun, 05 | 480,865 | -31.72% |
| 31 Mar, 05 | 704,299 | 13.07% |
| 31 Dec, 04 | 622,887 | 21.78% |
| 30 Sep, 04 | 511,492 | -2.00% |
| 30 Jun, 04 | 521,909 | 16.58% |
| 31 Mar, 04 | 447,676 | 6.30% |
| 31 Dec, 03 | 421,131 | -0.69% |
| 30 Sep, 03 | 424,043 | 86.21% |
| 30 Jun, 03 | 227,725 | -43.60% |
| 31 Mar, 03 | 403,794 | -1.19% |
| 31 Dec, 02 | 408,656 | -8.80% |
| 30 Sep, 02 | 448,082 | - |
MGE Energy (MGEE) has 22.08M shares outstanding as of 30 Jun 24, down -4.55% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 61.04% | 1.49% |
| 31 Mar, 24 | 63.95% | 2.33% |
| 31 Dec, 23 | 52.42% | 1.86% |
| 30 Sep, 23 | 53.10% | 1.82% |
| 30 Jun, 23 | 53.95% | 2.03% |
| 31 Mar, 23 | 51.52% | 2.02% |
| 31 Dec, 22 | 50.49% | 1.96% |
| 30 Sep, 22 | 50.70% | 1.98% |
| 30 Jun, 22 | 50.56% | 1.95% |
| 31 Mar, 22 | 50.91% | 2.01% |
| 31 Dec, 21 | 50.27% | 2.02% |
| 30 Sep, 21 | 49.94% | 2.01% |
| 30 Jun, 21 | 49.82% | 2.04% |
| 31 Mar, 21 | 49.39% | 2.12% |
| 31 Dec, 20 | 48.29% | 2.17% |
| 30 Sep, 20 | 47.21% | 2.08% |
| 30 Jun, 20 | 47.61% | 2.44% |
| 31 Mar, 20 | 44.16% | 2.12% |
| 31 Dec, 19 | 45.64% | 2.21% |
| 30 Sep, 19 | 45.42% | 2.33% |
| 30 Jun, 19 | 44.11% | 2.40% |
| 31 Mar, 19 | 42.89% | 2.54% |
| 31 Dec, 18 | 41.10% | 2.45% |
| 30 Sep, 18 | 41.00% | 2.51% |
| 30 Jun, 18 | 40.44% | 2.56% |
| 31 Mar, 18 | 39.77% | 2.60% |
| 31 Dec, 17 | 39.10% | 2.67% |
| 30 Sep, 17 | 38.29% | 2.73% |
| 30 Jun, 17 | 37.48% | 2.59% |
| 31 Mar, 17 | 38.01% | 2.71% |
| 31 Dec, 16 | 37.42% | 2.81% |
| 30 Sep, 16 | 36.52% | 2.85% |
| 30 Jun, 16 | 35.81% | 2.77% |
| 31 Mar, 16 | 35.97% | 2.95% |
| 31 Dec, 15 | 34.94% | 3.08% |
| 30 Sep, 15 | 33.67% | 3.14% |
| 30 Jun, 15 | 32.73% | 3.12% |
| 31 Mar, 15 | 32.37% | 3.17% |
| 31 Dec, 14 | 31.94% | 3.07% |
| 30 Sep, 14 | 32.28% | 3.02% |
| 30 Jun, 14 | 32.69% | 2.98% |
| 31 Mar, 14 | 33.11% | 6.91% |
| 31 Dec, 13 | 21.88% | 4.48% |
| 30 Sep, 13 | 22.11% | 4.72% |
| 30 Jun, 13 | 21.64% | 50.15% |
| 31 Mar, 13 | 6.57% | 13.65% |
| 31 Dec, 12 | 6.94% | 14.38% |
| 30 Sep, 12 | 6.95% | 7.80% |
| 30 Jun, 12 | 9.44% | 11.70% |
| 31 Mar, 12 | 8.98% | 12.70% |
| 31 Dec, 11 | 8.41% | 14.40% |
| 30 Sep, 11 | 7.64% | 6.01% |
| 30 Jun, 11 | 11.27% | 10.11% |
| 31 Mar, 11 | 10.56% | 16.28% |
| 31 Dec, 10 | 8.06% | 13.52% |
| 30 Sep, 10 | 7.72% | 14.05% |
| 30 Jun, 10 | 7.41% | 13.17% |
| 31 Mar, 10 | 7.50% | 20.35% |
| 31 Dec, 09 | 6.07% | 19.16% |
| 30 Sep, 09 | 5.63% | 21.25% |
| 30 Jun, 09 | 5.15% | 20.54% |
| 31 Mar, 09 | 5.01% | 7.00% |
| 31 Dec, 08 | 8.46% | 38.08% |
| 30 Sep, 08 | 4.71% | 60.15% |
| 30 Jun, 08 | 2.80% | 42.83% |
| 31 Mar, 08 | 2.56% | 49.76% |
| 31 Dec, 07 | 2.27% | 80.83% |
| 30 Sep, 07 | 1.67% | 25.38% |
| 30 Jun, 07 | 2.57% | 77.59% |
| 31 Mar, 07 | 1.82% | 40.84% |
| 31 Dec, 06 | 2.11% | 52.96% |
| 30 Sep, 06 | 2.00% | 45.06% |
| 30 Jun, 06 | 2.11% | 48.68% |
| 31 Mar, 06 | 2.08% | 45.55% |
| 31 Dec, 05 | 2.14% | 101.39% |
| 30 Sep, 05 | 1.45% | 59.02% |
| 30 Jun, 05 | 1.57% | 29.67% |
| 31 Mar, 05 | 2.30% | 48.74% |
| 31 Dec, 04 | 2.17% | 68.00% |
| 30 Sep, 04 | 1.79% | 51.39% |
| 30 Jun, 04 | 1.86% | 71.09% |
| 31 Mar, 04 | 1.62% | 65.79% |
| 31 Dec, 03 | 1.57% | 63.30% |
| 30 Sep, 03 | 1.57% | 216.11% |
| 30 Jun, 03 | 0.85% | 36.62% |
| 31 Mar, 03 | 1.53% | 63.01% |
| 31 Dec, 02 | 1.56% | 52.64% |
| 30 Sep, 02 | 1.72% | - |
As of 30 Jun 24, MGE Energy is held by 61.04% institutional shareholders, representing a 1.49% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 136 | 12.40% |
| 31 Mar, 24 | 121 | 0.83% |
| 31 Dec, 23 | 120 | 42.86% |
| 30 Sep, 23 | 84 | 2.44% |
| 30 Jun, 23 | 82 | -24.77% |
| 31 Mar, 23 | 109 | 23.86% |
| 31 Dec, 22 | 88 | 3.53% |
| 30 Sep, 22 | 85 | -5.56% |
| 30 Jun, 22 | 90 | 15.38% |
| 31 Mar, 22 | 78 | -6.02% |
| 31 Dec, 21 | 83 | 22.06% |
| 30 Sep, 21 | 68 | 25.93% |
| 30 Jun, 21 | 54 | -25.00% |
| 31 Mar, 21 | 72 | - |
| 31 Dec, 20 | 72 | 14.29% |
| 30 Sep, 20 | 63 | -7.35% |
| 30 Jun, 20 | 68 | 15.25% |
| 31 Mar, 20 | 59 | -18.06% |
| 31 Dec, 19 | 72 | - |
| 30 Sep, 19 | 72 | -8.86% |
| 30 Jun, 19 | 79 | 19.70% |
| 31 Mar, 19 | 66 | - |
| 31 Dec, 18 | 66 | 34.69% |
| 30 Sep, 18 | 49 | -19.67% |
| 30 Jun, 18 | 61 | -3.17% |
| 31 Mar, 18 | 63 | -4.55% |
| 31 Dec, 17 | 66 | 24.53% |
| 30 Sep, 17 | 53 | -17.19% |
| 30 Jun, 17 | 64 | 16.36% |
| 31 Mar, 17 | 55 | -27.63% |
| 31 Dec, 16 | 76 | 4.11% |
| 30 Sep, 16 | 73 | -6.41% |
| 30 Jun, 16 | 78 | - |
| 31 Mar, 16 | 78 | 25.81% |
| 31 Dec, 15 | 62 | 14.81% |
| 30 Sep, 15 | 54 | -5.26% |
| 30 Jun, 15 | 57 | 1.79% |
| 31 Mar, 15 | 56 | 30.23% |
| 31 Dec, 14 | 43 | 2.38% |
| 30 Sep, 14 | 42 | -19.23% |
| 30 Jun, 14 | 52 | -54.78% |
| 31 Mar, 14 | 115 | 116.98% |
| 31 Dec, 13 | 53 | 1.92% |
| 30 Sep, 13 | 52 | -35.00% |
| 30 Jun, 13 | 80 | 247.83% |
| 31 Mar, 13 | 23 | 4.55% |
| 31 Dec, 12 | 22 | -18.52% |
| 30 Sep, 12 | 27 | -3.57% |
| 30 Jun, 12 | 28 | 16.67% |
| 31 Mar, 12 | 24 | 41.18% |
| 31 Dec, 11 | 17 | -10.53% |
| 30 Sep, 11 | 19 | -20.83% |
| 30 Jun, 11 | 24 | 60.00% |
| 31 Mar, 11 | 15 | -6.25% |
| 31 Dec, 10 | 16 | 6.67% |
| 30 Sep, 10 | 15 | - |
| 30 Jun, 10 | 15 | 7.14% |
| 31 Mar, 10 | 14 | 16.67% |
| 31 Dec, 09 | 12 | 50.00% |
| 30 Sep, 09 | 8 | -46.67% |
| 30 Jun, 09 | 15 | 15.38% |
| 31 Mar, 09 | 13 | -13.33% |
| 31 Dec, 08 | 15 | 7.14% |
| 30 Sep, 08 | 14 | - |
| 30 Jun, 08 | 14 | -6.67% |
| 31 Mar, 08 | 15 | 36.36% |
| 31 Dec, 07 | 11 | - |
| 30 Sep, 07 | 11 | 37.50% |
| 30 Jun, 07 | 8 | -20.00% |
| 31 Mar, 07 | 10 | -9.09% |
| 31 Dec, 06 | 11 | -8.33% |
| 30 Sep, 06 | 12 | 71.43% |
| 30 Jun, 06 | 7 | 16.67% |
| 31 Mar, 06 | 6 | -25.00% |
| 31 Dec, 05 | 8 | 100.00% |
| 30 Sep, 05 | 4 | -50.00% |
| 30 Jun, 05 | 8 | -11.11% |
| 31 Mar, 05 | 9 | 12.50% |
| 31 Dec, 04 | 8 | 166.67% |
| 30 Sep, 04 | 3 | -50.00% |
| 30 Jun, 04 | 6 | -25.00% |
| 31 Mar, 04 | 8 | 14.29% |
| 31 Dec, 03 | 7 | 16.67% |
| 30 Sep, 03 | 6 | 100.00% |
| 30 Jun, 03 | 3 | - |
| 31 Mar, 03 | 3 | -40.00% |
| 31 Dec, 02 | 5 | -44.44% |
| 30 Sep, 02 | 9 | - |
136 institutional shareholders have increased their position in MGEE stock as of 30 Jun 24 compared to 121 in the previous quarter (a 12.40% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | - |
| 31 Mar, 24 | 71 | 5.97% |
| 31 Dec, 23 | 67 | 4.69% |
| 30 Sep, 23 | 64 | 10.34% |
| 30 Jun, 23 | 58 | 20.83% |
| 31 Mar, 23 | 48 | -18.64% |
| 31 Dec, 22 | 59 | 1.72% |
| 30 Sep, 22 | 58 | 3.57% |
| 30 Jun, 22 | 56 | -6.67% |
| 31 Mar, 22 | 60 | 33.33% |
| 31 Dec, 21 | 45 | -16.67% |
| 30 Sep, 21 | 54 | -19.40% |
| 30 Jun, 21 | 67 | 34.00% |
| 31 Mar, 21 | 50 | 6.38% |
| 31 Dec, 20 | 47 | -2.08% |
| 30 Sep, 20 | 48 | -5.88% |
| 30 Jun, 20 | 51 | -19.05% |
| 31 Mar, 20 | 63 | 1.61% |
| 31 Dec, 19 | 62 | 40.91% |
| 30 Sep, 19 | 44 | - |
| 30 Jun, 19 | 44 | -2.22% |
| 31 Mar, 19 | 45 | -6.25% |
| 31 Dec, 18 | 48 | -5.88% |
| 30 Sep, 18 | 51 | 10.87% |
| 30 Jun, 18 | 46 | -4.17% |
| 31 Mar, 18 | 48 | 6.67% |
| 31 Dec, 17 | 45 | -8.16% |
| 30 Sep, 17 | 49 | 8.89% |
| 30 Jun, 17 | 45 | -18.18% |
| 31 Mar, 17 | 55 | 10.00% |
| 31 Dec, 16 | 50 | 8.70% |
| 30 Sep, 16 | 46 | 12.20% |
| 30 Jun, 16 | 41 | -4.65% |
| 31 Mar, 16 | 43 | 19.44% |
| 31 Dec, 15 | 36 | -18.18% |
| 30 Sep, 15 | 44 | 12.82% |
| 30 Jun, 15 | 39 | 2.63% |
| 31 Mar, 15 | 38 | -13.64% |
| 31 Dec, 14 | 44 | -8.33% |
| 30 Sep, 14 | 48 | 11.63% |
| 30 Jun, 14 | 43 | 760.00% |
| 31 Mar, 14 | 5 | -85.71% |
| 31 Dec, 13 | 35 | 2.94% |
| 30 Sep, 13 | 34 | 161.54% |
| 30 Jun, 13 | 13 | -7.14% |
| 31 Mar, 13 | 14 | 7.69% |
| 31 Dec, 12 | 13 | -7.14% |
| 30 Sep, 12 | 14 | 16.67% |
| 30 Jun, 12 | 12 | 50.00% |
| 31 Mar, 12 | 8 | -42.86% |
| 31 Dec, 11 | 14 | -6.67% |
| 30 Sep, 11 | 15 | 66.67% |
| 30 Jun, 11 | 9 | -18.18% |
| 31 Mar, 11 | 11 | -15.38% |
| 31 Dec, 10 | 13 | 44.44% |
| 30 Sep, 10 | 9 | -10.00% |
| 30 Jun, 10 | 10 | 66.67% |
| 31 Mar, 10 | 6 | 200.00% |
| 31 Dec, 09 | 2 | -71.43% |
| 30 Sep, 09 | 7 | 16.67% |
| 30 Jun, 09 | 6 | 100.00% |
| 31 Mar, 09 | 3 | -57.14% |
| 31 Dec, 08 | 7 | - |
| 30 Sep, 08 | 7 | 40.00% |
| 30 Jun, 08 | 5 | -16.67% |
| 31 Mar, 08 | 6 | 50.00% |
| 31 Dec, 07 | 4 | 33.33% |
| 30 Sep, 07 | 3 | 50.00% |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | 2 | -66.67% |
| 31 Dec, 06 | 6 | - |
| 30 Sep, 06 | - | -100.00% |
| 30 Jun, 06 | 5 | 25.00% |
| 31 Mar, 06 | 4 | 33.33% |
| 31 Dec, 05 | 3 | -50.00% |
| 30 Sep, 05 | 6 | - |
| 30 Jun, 05 | 6 | 200.00% |
| 31 Mar, 05 | 2 | - |
| 31 Dec, 04 | - | -100.00% |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | -50.00% |
| 31 Mar, 04 | 2 | -33.33% |
| 31 Dec, 03 | 3 | 50.00% |
| 30 Sep, 03 | 2 | -60.00% |
| 30 Jun, 03 | 5 | 150.00% |
| 31 Mar, 03 | 2 | - |
| 31 Dec, 02 | 2 | - |
| 30 Sep, 02 | - | - |
71 institutional shareholders have reduced their position in MGEE stock as of 30 Jun 24 compared to 71 in the previous quarter (a 0.00% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 248 | 9.25% | 22,077,466 | -4.55% | 61.04% | 1.49% | 136 | 12.40% | 71 | - |
| 31 Mar, 24 | 227 | - | 23,129,983 | 22.02% | 63.95% | 2.33% | 121 | 0.83% | 71 | 5.97% |
| 31 Dec, 23 | 227 | 14.65% | 18,956,120 | -1.27% | 52.42% | 1.86% | 120 | 42.86% | 67 | 4.69% |
| 30 Sep, 23 | 198 | 1.54% | 19,200,802 | -1.59% | 53.10% | 1.82% | 84 | 2.44% | 64 | 10.34% |
| 30 Jun, 23 | 195 | -3.94% | 19,510,970 | 4.71% | 53.95% | 2.03% | 82 | -24.77% | 58 | 20.83% |
| 31 Mar, 23 | 203 | 4.10% | 18,632,455 | 2.04% | 51.52% | 2.02% | 109 | 23.86% | 48 | -18.64% |
| 31 Dec, 22 | 195 | - | 18,259,469 | -0.41% | 50.49% | 1.96% | 88 | 3.53% | 59 | 1.72% |
| 30 Sep, 22 | 195 | -2.99% | 18,335,538 | 0.28% | 50.70% | 1.98% | 85 | -5.56% | 58 | 3.57% |
| 30 Jun, 22 | 201 | 8.06% | 18,284,668 | -0.69% | 50.56% | 1.95% | 90 | 15.38% | 56 | -6.67% |
| 31 Mar, 22 | 186 | 4.49% | 18,411,481 | 1.28% | 50.91% | 2.01% | 78 | -6.02% | 60 | 33.33% |
| 31 Dec, 21 | 178 | - | 18,178,851 | 0.65% | 50.27% | 2.02% | 83 | 22.06% | 45 | -16.67% |
| 30 Sep, 21 | 178 | 5.95% | 18,060,860 | 0.24% | 49.94% | 2.01% | 68 | 25.93% | 54 | -19.40% |
| 30 Jun, 21 | 168 | -5.08% | 18,017,749 | 0.87% | 49.82% | 2.04% | 54 | -25.00% | 67 | 34.00% |
| 31 Mar, 21 | 177 | 2.91% | 17,861,632 | 2.28% | 49.39% | 2.12% | 72 | - | 50 | 6.38% |
| 31 Dec, 20 | 172 | 3.61% | 17,462,625 | 2.29% | 48.29% | 2.17% | 72 | 14.29% | 47 | -2.08% |
| 30 Sep, 20 | 166 | 1.84% | 17,071,794 | 1.18% | 47.21% | 2.08% | 63 | -7.35% | 48 | -5.88% |
| 30 Jun, 20 | 163 | -6.86% | 16,872,400 | 10.20% | 47.61% | 2.44% | 68 | 15.25% | 51 | -19.05% |
| 31 Mar, 20 | 175 | -2.23% | 15,310,751 | -3.24% | 44.16% | 2.12% | 59 | -18.06% | 63 | 1.61% |
| 31 Dec, 19 | 179 | 9.82% | 15,822,686 | 0.49% | 45.64% | 2.21% | 72 | - | 62 | 40.91% |
| 30 Sep, 19 | 163 | -1.21% | 15,744,791 | 2.96% | 45.42% | 2.33% | 72 | -8.86% | 44 | - |
| 30 Jun, 19 | 165 | 6.45% | 15,292,838 | 2.85% | 44.11% | 2.40% | 79 | 19.70% | 44 | -2.22% |
| 31 Mar, 19 | 155 | -2.52% | 14,869,409 | 4.36% | 42.89% | 2.54% | 66 | - | 45 | -6.25% |
| 31 Dec, 18 | 159 | 4.61% | 14,248,518 | 0.25% | 41.10% | 2.45% | 66 | 34.69% | 48 | -5.88% |
| 30 Sep, 18 | 152 | - | 14,212,609 | 1.38% | 41.00% | 2.51% | 49 | -19.67% | 51 | 10.87% |
| 30 Jun, 18 | 152 | -0.65% | 14,019,319 | 1.68% | 40.44% | 2.56% | 61 | -3.17% | 46 | -4.17% |
| 31 Mar, 18 | 153 | -1.29% | 13,787,406 | 1.71% | 39.77% | 2.60% | 63 | -4.55% | 48 | 6.67% |
| 31 Dec, 17 | 155 | 6.90% | 13,556,090 | 2.12% | 39.10% | 2.67% | 66 | 24.53% | 45 | -8.16% |
| 30 Sep, 17 | 145 | -8.81% | 13,274,833 | 2.16% | 38.29% | 2.73% | 53 | -17.19% | 49 | 8.89% |
| 30 Jun, 17 | 159 | -0.63% | 12,994,438 | -1.39% | 37.48% | 2.59% | 64 | 16.36% | 45 | -18.18% |
| 31 Mar, 17 | 160 | -5.88% | 13,177,787 | 1.57% | 38.01% | 2.71% | 55 | -27.63% | 55 | 10.00% |
| 31 Dec, 16 | 170 | 3.66% | 12,974,349 | 2.46% | 37.42% | 2.81% | 76 | 4.11% | 50 | 8.70% |
| 30 Sep, 16 | 164 | - | 12,662,349 | 2.00% | 36.52% | 2.85% | 73 | -6.41% | 46 | 12.20% |
| 30 Jun, 16 | 164 | 10.07% | 12,414,385 | -0.44% | 35.81% | 2.77% | 78 | - | 41 | -4.65% |
| 31 Mar, 16 | 149 | 13.74% | 12,469,309 | 2.93% | 35.97% | 2.95% | 78 | 25.81% | 43 | 19.44% |
| 31 Dec, 15 | 131 | 3.15% | 12,114,548 | 3.79% | 34.94% | 3.08% | 62 | 14.81% | 36 | -18.18% |
| 30 Sep, 15 | 127 | 3.25% | 11,671,803 | 2.86% | 33.67% | 3.14% | 54 | -5.26% | 44 | 12.82% |
| 30 Jun, 15 | 123 | 0.82% | 11,346,810 | 1.10% | 32.73% | 3.12% | 57 | 1.79% | 39 | 2.63% |
| 31 Mar, 15 | 122 | 1.67% | 11,223,149 | 1.37% | 32.37% | 3.17% | 56 | 30.23% | 38 | -13.64% |
| 31 Dec, 14 | 120 | -3.23% | 11,071,959 | -1.05% | 31.94% | 3.07% | 43 | 2.38% | 44 | -8.33% |
| 30 Sep, 14 | 124 | -0.80% | 11,189,116 | -1.27% | 32.28% | 3.02% | 42 | -19.23% | 48 | 11.63% |
| 30 Jun, 14 | 125 | 3.31% | 11,332,514 | -1.28% | 32.69% | 2.98% | 52 | -54.78% | 43 | 760.00% |
| 31 Mar, 14 | 121 | 7.08% | 11,479,068 | 51.31% | 33.11% | 6.91% | 115 | 116.98% | 5 | -85.71% |
| 31 Dec, 13 | 113 | 0.89% | 7,586,303 | -1.02% | 21.88% | 4.48% | 53 | 1.92% | 35 | 2.94% |
| 30 Sep, 13 | 112 | 5.66% | 7,664,417 | 2.17% | 22.11% | 4.72% | 52 | -35.00% | 34 | 161.54% |
| 30 Jun, 13 | 106 | 116.33% | 7,501,849 | 229.42% | 21.64% | 50.15% | 80 | 247.83% | 13 | -7.14% |
| 31 Mar, 13 | 49 | -2.00% | 2,277,309 | -5.29% | 6.57% | 13.65% | 23 | 4.55% | 14 | 7.69% |
| 31 Dec, 12 | 50 | -5.66% | 2,404,605 | -0.15% | 6.94% | 14.38% | 22 | -18.52% | 13 | -7.14% |
| 30 Sep, 12 | 53 | 8.16% | 2,408,238 | -26.39% | 6.95% | 7.80% | 27 | -3.57% | 14 | 16.67% |
| 30 Jun, 12 | 49 | 8.89% | 3,271,578 | 5.07% | 9.44% | 11.70% | 28 | 16.67% | 12 | 50.00% |
| 31 Mar, 12 | 45 | 7.14% | 3,113,719 | 6.84% | 8.98% | 12.70% | 24 | 41.18% | 8 | -42.86% |
| 31 Dec, 11 | 42 | -2.33% | 2,914,332 | 9.99% | 8.41% | 14.40% | 17 | -10.53% | 14 | -6.67% |
| 30 Sep, 11 | 43 | 10.26% | 2,649,545 | -32.22% | 7.64% | 6.01% | 19 | -20.83% | 15 | 66.67% |
| 30 Jun, 11 | 39 | 21.88% | 3,909,097 | 6.76% | 11.27% | 10.11% | 24 | 60.00% | 9 | -18.18% |
| 31 Mar, 11 | 32 | -5.88% | 3,661,699 | 31.11% | 10.56% | 16.28% | 15 | -6.25% | 11 | -15.38% |
| 31 Dec, 10 | 34 | 25.93% | 2,792,882 | 4.35% | 8.06% | 13.52% | 16 | 6.67% | 13 | 44.44% |
| 30 Sep, 10 | 27 | -6.90% | 2,676,507 | 4.16% | 7.72% | 14.05% | 15 | - | 9 | -10.00% |
| 30 Jun, 10 | 29 | 16.00% | 2,569,665 | -1.19% | 7.41% | 13.17% | 15 | 7.14% | 10 | 66.67% |
| 31 Mar, 10 | 25 | 25.00% | 2,600,562 | 23.55% | 7.50% | 20.35% | 14 | 16.67% | 6 | 200.00% |
| 31 Dec, 09 | 20 | - | 2,104,838 | 7.85% | 6.07% | 19.16% | 12 | 50.00% | 2 | -71.43% |
| 30 Sep, 09 | 20 | -16.67% | 1,951,572 | 9.47% | 5.63% | 21.25% | 8 | -46.67% | 7 | 16.67% |
| 30 Jun, 09 | 24 | 14.29% | 1,782,753 | 3.42% | 5.15% | 20.54% | 15 | 15.38% | 6 | 100.00% |
| 31 Mar, 09 | 21 | -22.22% | 1,723,751 | -38.79% | 5.01% | 7.00% | 13 | -13.33% | 3 | -57.14% |
| 31 Dec, 08 | 27 | -3.57% | 2,815,956 | 79.18% | 8.46% | 38.08% | 15 | 7.14% | 7 | - |
| 30 Sep, 08 | 28 | 21.74% | 1,571,542 | 69.32% | 4.71% | 60.15% | 14 | - | 7 | 40.00% |
| 30 Jun, 08 | 23 | -4.17% | 928,149 | 10.07% | 2.80% | 42.83% | 14 | -6.67% | 5 | -16.67% |
| 31 Mar, 08 | 24 | 9.09% | 843,220 | 15.24% | 2.56% | 49.76% | 15 | 36.36% | 6 | 50.00% |
| 31 Dec, 07 | 22 | 10.00% | 731,706 | 33.75% | 2.27% | 80.83% | 11 | - | 4 | 33.33% |
| 30 Sep, 07 | 20 | 11.11% | 547,090 | -33.57% | 1.67% | 25.38% | 11 | 37.50% | 3 | 50.00% |
| 30 Jun, 07 | 18 | -10.00% | 823,595 | 43.52% | 2.57% | 77.59% | 8 | -20.00% | 2 | - |
| 31 Mar, 07 | 20 | -9.09% | 573,861 | -11.87% | 1.82% | 40.84% | 10 | -9.09% | 2 | -66.67% |
| 31 Dec, 06 | 22 | 29.41% | 651,123 | 5.67% | 2.11% | 52.96% | 11 | -8.33% | 6 | - |
| 30 Sep, 06 | 17 | 21.43% | 616,192 | -4.66% | 2.00% | 45.06% | 12 | 71.43% | - | -100.00% |
| 30 Jun, 06 | 14 | - | 646,296 | 1.30% | 2.11% | 48.68% | 7 | 16.67% | 5 | 25.00% |
| 31 Mar, 06 | 14 | -12.50% | 638,008 | -2.59% | 2.08% | 45.55% | 6 | -25.00% | 4 | 33.33% |
| 31 Dec, 05 | 16 | 23.08% | 654,979 | 47.18% | 2.14% | 101.39% | 8 | 100.00% | 3 | -50.00% |
| 30 Sep, 05 | 13 | -18.75% | 445,033 | -7.45% | 1.45% | 59.02% | 4 | -50.00% | 6 | - |
| 30 Jun, 05 | 16 | 14.29% | 480,865 | -31.72% | 1.57% | 29.67% | 8 | -11.11% | 6 | 200.00% |
| 31 Mar, 05 | 14 | 27.27% | 704,299 | 13.07% | 2.30% | 48.74% | 9 | 12.50% | 2 | - |
| 31 Dec, 04 | 11 | 37.50% | 622,887 | 21.78% | 2.17% | 68.00% | 8 | 166.67% | - | -100.00% |
| 30 Sep, 04 | 8 | -20.00% | 511,492 | -2.00% | 1.79% | 51.39% | 3 | -50.00% | 1 | - |
| 30 Jun, 04 | 10 | -23.08% | 521,909 | 16.58% | 1.86% | 71.09% | 6 | -25.00% | 1 | -50.00% |
| 31 Mar, 04 | 13 | - | 447,676 | 6.30% | 1.62% | 65.79% | 8 | 14.29% | 2 | -33.33% |
| 31 Dec, 03 | 13 | 18.18% | 421,131 | -0.69% | 1.57% | 63.30% | 7 | 16.67% | 3 | 50.00% |
| 30 Sep, 03 | 11 | 37.50% | 424,043 | 86.21% | 1.57% | 216.11% | 6 | 100.00% | 2 | -60.00% |
| 30 Jun, 03 | 8 | - | 227,725 | -43.60% | 0.85% | 36.62% | 3 | - | 5 | 150.00% |
| 31 Mar, 03 | 8 | - | 403,794 | -1.19% | 1.53% | 63.01% | 3 | -40.00% | 2 | - |
| 31 Dec, 02 | 8 | -11.11% | 408,656 | -8.80% | 1.56% | 52.64% | 5 | -44.44% | 2 | - |
| 30 Sep, 02 | 9 | - | 448,082 | - | 1.72% | - | 9 | - | - | - |
MGE Energy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of MGE Energy's stock was made by Lagerwall Jenny Lynn on Jul 02 2024, selling - shares at - per share (valued at -). The last insider buy of MGEE was made by Berbee James G on May 31 2024, buying 57 shares at $78.00 per share (worth $4.50K).
MGE Energy Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 22 | 11 | 200.00% |
| Q4 2023 | 12 | 13 | 92.31% |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 19 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 21 | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | 1 | 1 | 100.00% |
| Q2 2021 | 3 | 4 | 75.00% |
| Q1 2021 | 29 | - | - |
| Q4 2020 | 2 | 1 | 200.00% |
| Q3 2020 | 7 | 2 | 350.00% |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 2 | - | - |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by MGE Energy's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 1 | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | 3 | - | - |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 2 | - | - |
| Q4 2022 | 1 | - | - |
| Q3 2022 | 1 | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 3 | - | - |
| Q4 2021 | 1 | - | - |
| Q3 2021 | 1 | - | - |
| Q2 2021 | 3 | - | - |
| Q1 2021 | 2 | - | - |
| Q4 2020 | 2 | - | - |
| Q3 2020 | 7 | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | 1 | - | - |
| Q2 2019 | 2 | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of MGE Energy's stocks.
MGE Energy Peer Ownership
MGEE Ownership FAQ
Who Owns MGE Energy?
MGE Energy is owned by institutional shareholders (61.04%), insiders (0.26%), and public (38.71%). The largest institutional shareholder of MGE Energy is BLACKROCK INC. (16.02% of total shares) and the top mutual fund owner is GABELLI UTILITIES FUND (0.41% of total shares).
Who are the major institutional shareholders of MGE Energy?
MGE Energy's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, VICTORY CAPITAL MANAGEMENT INC, and T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 39.06% of the company's share outstanding.
How many MGE Energy shareholders are there?
As of Jun 2024, there are 248 institutional shareholders of MGE Energy.
What percentage of MGE Energy is owned by BLACKROCK INC?
BLACKROCK INC owns 5.79M shares of MGE Energy, representing 16.02% of the company's total shares outstanding, valued at $432.94M (as of Jun 2024).
What percentage of MGE Energy is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 4.59M shares of MGE Energy (MGEE), compromising 12.68% of the company, valued at $342.74M.
What percentage of MGE Energy is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of MGE Energy. The company owns 1.45M of the company's shares outstanding (worth $108.57B).