MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 61.19% institutional investors, 0.24% insiders, and 38.57% 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 5.95% of its assets in MGE Energy shares.
MGEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MGE Energy | 61.19% | 0.24% | 38.57% |
| Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.79M | 16.02% | $432.94M |
| Blackrock funding, inc. /de | 5.68M | 15.56% | $502.68M |
| 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 |
| 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 |
| Bank of new york mellon | 359.00K | 0.99% | $33.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 112.16K | 2.02% | $9.92M |
| Park capital management, llc / wi | 13.47K | 0.91% | $1.13M |
| Caitlin john | 10.37K | 0.84% | $917.03K |
| Madison wealth partners | 29.52K | 0.57% | $2.61M |
| Mbe wealth management | 8.29K | 0.44% | $778.95K |
| First business financial services | 45.58K | 0.42% | $4.28M |
| Icw investment advisors | 8.87K | 0.31% | $784.34K |
| Entrypoint capital | 6.54K | 0.29% | $578.04K |
| Wisconsin wealth advisors | 3.12K | 0.25% | $262.39K |
| Tower view investment management & research | 5.21K | 0.23% | $439.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 149.96K | 0.00% | 91.86K |
| Jpmorgan chase | 146.01K | 0.00% | 86.42K |
| Van lanschot kempen investment management | 69.50K | 0.06% | 69.50K |
| Citigroup | 106.47K | 0.01% | 62.43K |
| Millennium management | 106.61K | 0.00% | 61.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 316.32K | 0.02% | -543.00K |
| Hotchkis & wiley capital management | - | - | -140.94K |
| Blackrock | 5.79M | 0.01% | -128.55K |
| Victory capital management | 1.17M | 0.11% | -79.21K |
| Blackrock funding, inc. /de | 5.68M | 0.01% | -73.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Van lanschot kempen investment management | 69.50K | 0.06% | 69.50K | $6.15M |
| Gotham asset management | 8.40K | 0.00% | 8.40K | $742.81K |
| Entrypoint capital | 6.54K | 0.29% | 6.54K | $578.04K |
| Capstone investment advisors | 5.49K | 0.00% | 5.49K | $485.71K |
| Vident advisory | 4.87K | 0.01% | 4.87K | $364.21K |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Innealta capital | -3.00 |
| Quantbot technologies lp | -4.00 |
| Continuum advisory | -4.00 |
| Stephens consulting | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 293 | -1.01% | 22,358,153 | -0.57% | 61 | 1.61% | 148 | 10.45% | 93 | -2.11% |
| Mar 31, 2025 | 292 | 0.34% | 22,472,196 | -1.29% | 61 | 1.55% | 133 | -14.74% | 93 | 25.68% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.17M | 5.95% | - |
| Vanguard US Total Market Shares ETF | 1.16M | 3.17% | 1.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.15M | 3.14% | -24.41K |
| Vanguard Small Cap Index | 887.00K | 2.43% | -5.91K |
| iShares Russell 2000 ETF | 885.40K | 2.42% | - |
| Victory Small Cap Value CIT (Net 75) | 650.00K | 1.80% | -45.00K |
| Vanguard Small Cap Value Index Inv | 570.86K | 1.56% | 1.17K |
| T. Rowe Price Small-Cap Value | 484.87K | 1.33% | -104.00 |
| Victory Sycamore Small Company Opp R | 480.00K | 1.31% | -70.00K |
| First Trust Value Line® Dividend ETF | 456.69K | 1.25% | 116.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 08, 2025 | Berbee James G | - | Buy | $21.24K |
| Aug 15, 2025 | Berbee James G | - | Buy | $42.48K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
MGEE Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools