MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 72.45% institutional investors, 0.33% insiders, and 27.22% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.65% 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 | 72.45% | 0.33% | 27.22% |
| Sector | Utilities Stocks | 65.34% | 6.66% | 28.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 6.09M | 16.65% | $496.90M |
| Blackrock | 5.79M | 16.02% | $432.94M |
| Vanguard group | 4.55M | 12.45% | $356.90M |
| State street | 2.05M | 5.60% | $167.14M |
| Vanguard capital management | 1.70M | 4.65% | $138.84M |
| Geode capital management | 1.01M | 2.75% | $81.97M |
| Zimmer partners, lp | 1.00M | 2.73% | $81.54M |
| Dimensional fund advisors lp | 700.97K | 1.92% | $57.15M |
| Morgan stanley | 545.47K | 1.49% | $44.48M |
| Westwood group | 530.62K | 1.45% | $43.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 228.68K | 3.99% | $18.65M |
| Vennlight capital management, lp | 68.58K | 3.75% | $5.59M |
| Zimmer partners, lp | 1.00M | 1.88% | $81.54M |
| Walleye partners | 6.67K | 0.52% | $463.35K |
| Park capital management, llc / wi | 13.54K | 0.48% | $940.64K |
| Seven grand managers | 125.00K | 0.41% | $10.19M |
| Madison wealth partners | 31.81K | 0.33% | $2.59M |
| Westwood group | 530.62K | 0.33% | $43.27M |
| Yaupon capital management lp | 200.00K | 0.32% | $16.31M |
| Entrypoint capital | 15.24K | 0.30% | $1.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | 1.00M | 1.88% | 1.00M |
| Blackrock funding, inc. /de | 6.09M | 0.01% | 634.21K |
| Westwood group | 530.62K | 0.33% | 530.62K |
| Sixth street partners management company | 434.56K | 0.00% | 434.56K |
| Two sigma investments, lp | 486.96K | 0.03% | 317.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | - | - | -350.90K |
| T. rowe price investment management | - | - | -316.32K |
| Silvercrest asset management group | 7.85K | 0.00% | -213.42K |
| Hotchkis & wiley capital management | - | - | -140.94K |
| Blackrock | 5.79M | 0.01% | -128.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Zimmer partners, lp | 1.00M | 1.88% | 1.00M | $81.54M |
| Westwood group | 530.62K | 0.33% | 530.62K | $43.27M |
| Sixth street partners management company | 434.56K | 0.00% | 434.56K | $35.43M |
| Yaupon capital management lp | 200.00K | 0.32% | 200.00K | $16.31M |
| Segall bryant & hamill | 125.02K | 0.12% | 125.02K | $10.19M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Dunhill financial | -1.00 |
| Western wealth management | -1.00 |
| Davis capital management | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 333 | 4.39% | 26,509,621 | 21.65% | 72 | 2.04% | 201 | 30.52% | 71 | -33.02% |
| Mar 31, 2026 | 314 | 0.96% | 21,788,007 | 0.11% | 59 | 1.68% | 151 | 11.03% | 105 | -7.08% |
| Dec 31, 2025 | 116 | -61.72% | 6,003,404 | -72.55% | 16 | 0.46% | 41 | -71.13% | 39 | -60.20% |
| Sep 30, 2025 | 142 | -51.86% | 6,580,741 | -70.66% | 18 | 0.48% | 54 | -64.00% | 44 | -52.17% |
| Jun 30, 2025 | 293 | -1.01% | 22,358,153 | -0.57% | 61 | 1.61% | 148 | 10.45% | 93 | -2.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.25M | 5.95% | 528.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.21M | 3.20% | -2.59K |
| Vanguard Total Stock Mkt Idx Inv | 1.20M | 3.19% | 32.18K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.20M | 3.19% | 32.18K |
| Vanguard US Total Market Shares ETF | 1.16M | 3.17% | 1.17K |
| iShares Russell 2000 ETF | 981.16K | 2.60% | -11.33K |
| Vanguard Small Cap Index | 848.71K | 2.25% | -21.06K |
| Vanguard MStar Small Cap Value Index | 553.42K | 1.46% | 1.86K |
| Vanguard Morn Small Cap Value Index | 549.75K | 1.46% | 7.70K |
| Vanguard Small Cap Value Index Inv | 549.75K | 1.46% | 7.70K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 09, 2026 | Berbee James G | - | Buy | $21.25K |
| Aug 19, 2026 | Berbee James G | - | Buy | $21.25K |
| Mar 11, 2026 | Berbee James G | - | Buy | $28.98K |
| Dec 05, 2025 | Berbee James G | - | Buy | $21.24K |
| Sep 08, 2025 | Berbee James G | - | Buy | $21.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
MGEE Ownership FAQ
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