MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 16.43% institutional investors, 0.26% insiders, and 83.31% 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 6.05% of its assets in MGE Energy shares.
MGEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MGE Energy | 16.43% | 0.26% | 83.31% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.79M | 16.02% | $432.94M |
| Blackrock funding, inc. /de | 5.72M | 15.65% | $448.56M |
| Vanguard group | 4.55M | 12.45% | $356.90M |
| State street | 1.92M | 5.27% | $162.02M |
| Geode capital management | 921.95K | 2.52% | $72.32M |
| Victory capital management | 751.61K | 2.06% | $63.27M |
| Dimensional fund advisors lp | 687.31K | 1.88% | $53.90M |
| First trust advisors lp | 511.38K | 1.40% | $43.05M |
| Charles schwab investment management | 427.17K | 1.17% | $35.96M |
| Northern trust | 372.75K | 1.02% | $31.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 195.60K | 3.32% | $15.34M |
| Park capital management, llc / wi | 13.46K | 0.76% | $1.06M |
| Caitlin john | 10.66K | 0.62% | $897.21K |
| Madison wealth partners | 28.98K | 0.41% | $2.27M |
| Mbe wealth management | 9.89K | 0.32% | $775.63K |
| Icw investment advisors | 9.23K | 0.26% | $724.21K |
| Entrypoint capital | 7.93K | 0.24% | $621.87K |
| Wisconsin wealth advisors | 3.12K | 0.24% | $244.44K |
| Tower view investment management & research | 5.03K | 0.19% | $394.03K |
| Silvercrest asset management group | 292.35K | 0.16% | $24.61M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 162.22K | 0.01% | 101.59K |
| Millennium management | 106.61K | 0.00% | 61.20K |
| Blackrock funding, inc. /de | 5.72M | 0.01% | 60.23K |
| Speece thorson capital group | 195.60K | 3.32% | 60.04K |
| Susquehanna group, llp | 78.84K | 0.00% | 59.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -316.32K |
| Hotchkis & wiley capital management | - | - | -140.94K |
| Blackrock | 5.79M | 0.01% | -128.55K |
| Invesco | 118.75K | 0.00% | -120.00K |
| Ubs group | 90.15K | 0.00% | -53.74K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Y-intercept (hong kong) | 10.70K | 0.02% | 10.70K | $839.25K |
| Engineers gate manager lp | 8.86K | 0.01% | 8.86K | $745.84K |
| Form wealth advisors | 8.55K | 0.08% | 8.55K | $670.51M |
| Susquehanna portfolio strategies | 6.98K | 0.01% | 6.98K | $587.66K |
| Armistice capital | 6.44K | 0.01% | 6.44K | $542.46K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Innealta capital | -3.00 |
| Continuum advisory | -4.00 |
| Annis gardner whiting capital advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.21M | 6.05% | -206.29K |
| Vanguard US Total Market Shares ETF | 1.16M | 3.17% | 1.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.15M | 3.16% | 5.79K |
| iShares Russell 2000 ETF | 886.13K | 2.42% | 102.54K |
| Vanguard Small Cap Index | 827.54K | 2.26% | -807.00 |
| Vanguard Small Cap Value Index Inv | 531.44K | 1.45% | -4.01K |
| T. Rowe Price Small-Cap Value | 484.87K | 1.33% | -104.00 |
| Victory Sycamore Small Company Opp R | 465.00K | 1.27% | -25.00K |
| Victory Small Cap Value CIT (Net 75) | 465.00K | 1.27% | 452.30K |
| First Trust Value Line® Dividend ETF | 450.88K | 1.23% | -650.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 05, 2025 | Berbee James G | - | Buy | $21.24K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
MGEE Ownership FAQ
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