MGE Energy Ownership | Who Owns MGE Energy?
MGE Energy Ownership Summary
MGE Energy is owned by 59.64% institutional investors, 0.33% insiders, and 40.03% 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 6.06% of its assets in MGE Energy shares.
MGEE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MGE Energy | 59.64% | 0.33% | 40.03% |
| Sector | Utilities Stocks | 42.99% | 8.09% | 48.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.79M | 16.02% | $432.94M |
| Blackrock funding, inc. /de | 5.46M | 14.94% | $421.98M |
| Vanguard group | 4.55M | 12.45% | $356.90M |
| State street | 1.92M | 5.25% | $148.29M |
| Geode capital management | 925.77K | 2.53% | $71.57M |
| Dimensional fund advisors lp | 684.27K | 1.87% | $52.89M |
| First trust advisors lp | 446.87K | 1.22% | $34.54M |
| Charles schwab investment management | 418.15K | 1.14% | $32.32M |
| Northern trust | 360.85K | 0.99% | $27.89M |
| Qube research | 330.04K | 0.90% | $25.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Speece thorson capital group | 189.55K | 3.34% | $14.65M |
| Park capital management, llc / wi | 13.48K | 1.01% | $1.04M |
| Deprince race & zollo | 277.12K | 0.40% | $21.42M |
| Madison wealth partners | 31.73K | 0.39% | $2.45M |
| Mbe wealth management | 9.90K | 0.32% | $765.53K |
| Fieldview capital management | 14.07K | 0.32% | $1.09M |
| Wisconsin wealth advisors | 3.60K | 0.27% | $278.32K |
| Icw investment advisors | 8.98K | 0.25% | $694.20K |
| Tower view investment management & research | 4.37K | 0.17% | $337.84K |
| Gabelli funds | 271.20K | 0.14% | $20.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Deprince race & zollo | 277.12K | 0.40% | 277.12K |
| Vanguard fiduciary trust | 246.32K | 0.00% | 246.32K |
| Millennium management | 169.65K | 0.01% | 103.44K |
| Two sigma investments, lp | 169.07K | 0.01% | 85.29K |
| Point72 asset management | 80.07K | 0.01% | 80.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 134.36K | 0.01% | -587.99K |
| T. rowe price investment management | - | - | -316.32K |
| Blackrock funding, inc. /de | 5.46M | 0.01% | -260.25K |
| Hotchkis & wiley capital management | - | - | -140.94K |
| Blackrock | 5.79M | 0.01% | -128.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deprince race & zollo | 277.12K | 0.40% | 277.12K | $21.42M |
| Vanguard fiduciary trust | 246.32K | 0.00% | 246.32K | $19.04M |
| Point72 asset management | 80.07K | 0.01% | 80.07K | $6.19M |
| Vanguard asset management | 29.13K | 0.00% | 29.13K | $2.25M |
| Vanguard investments australia | 27.83K | 0.01% | 27.83K | $2.15M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Innealta capital | -3.00 |
| Private wealth asset management | -3.00 |
| Kilter group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 292 | 0.34% | 22,472,196 | -1.29% | 61 | 1.55% | 133 | -14.74% | 93 | 25.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.23M | 6.06% | 492.00 |
| Vanguard Total Stock Mkt Idx Inv | 1.18M | 3.20% | 6.05K |
| Vanguard US Total Market Shares ETF | 1.16M | 3.17% | 1.17K |
| iShares Russell 2000 ETF | 866.63K | 2.36% | 7.29K |
| Vanguard Small Cap Index | 842.48K | 2.29% | -1.77K |
| Vanguard Small Cap Value Index Inv | 540.83K | 1.47% | 3.63K |
| T. Rowe Price Small-Cap Value | 484.87K | 1.33% | -104.00 |
| Victory Small Cap Value CIT (Net 75) | 465.00K | 1.27% | 452.30K |
| Victory Sycamore Small Company Opp R | 465.00K | 1.27% | -25.00K |
| First Trust Value Line® Dividend ETF | 442.71K | 1.20% | -390.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 15, 2025 | Berbee James G | - | Buy | $42.48K |
| Mar 12, 2025 | Berbee James G | - | Buy | $40.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | 1 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 1 | - |
MGEE Ownership FAQ
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