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MGE Energy (MGEE) Institutional Ownership

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$83.48 +0.04 (+0.05%)
Closing price 09/10/2025 04:00 PM Eastern
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$83.48 0.00 (0.00%)
As of 09/10/2025 04:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for MGE Energy (NASDAQ:MGEE)

Current
Institutional Ownership
Percentage
52.58%
Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$264.11M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$133.15M
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MGEE Institutional Buying and Selling by Quarter

MGE Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.31,499$2.79M0.0%+84.4%0.086%
8/27/2025Squarepoint Ops LLC31,523$2.79M0.0%-18.1%0.086%
8/26/2025Thrivent Financial for Lutherans29,344$2.60M0.0%+10.3%0.080%
8/16/2025Public Sector Pension Investment Board124,551$11.02M0.0%+8.5%0.341%
8/15/2025CANADA LIFE ASSURANCE Co31,160$2.76M0.0%-2.3%0.085%
8/15/2025Tower Research Capital LLC TRC 7,142$632K0.0%+3,301.0%0.020%
8/15/2025State of Tennessee Department of Treasury10,622$939K0.0%+21.1%0.029%
8/15/2025Vident Advisory LLC11,514$1.02M0.0%+5.3%0.032%
8/15/2025Smartleaf Asset Management LLC1,326$117K0.0%+19.1%0.004%
8/15/2025Royal London Asset Management Ltd.35,422$3.13M0.0%+6.2%0.097%
8/15/2025Man Group plc10,489$928K0.0%-55.6%0.029%
8/15/2025Great Valley Advisor Group Inc.16,329$1.44M0.0%-3.4%0.045%
8/15/2025BNP Paribas Financial Markets7,098$628K0.0%+134.1%0.019%
8/15/2025Brevan Howard Capital Management LP3,969$351K0.0%N/A0.011%
8/15/2025Balyasny Asset Management L.P.4,704$416K0.0%-69.5%0.013%
8/15/2025Bank of America Corp DE58,431$5.17M0.0%-18.8%0.160%
8/15/2025Ameriprise Financial Inc.79,787$7.06M0.0%-5.8%0.218%
8/14/2025Jane Street Group LLC35,809$3.17M0.0%-52.3%0.098%
8/14/2025Raymond James Financial Inc.11,418$1.01M0.0%+42.2%0.031%
8/14/2025Occudo Quantitative Strategies LP11,493$1.02M0.1%-6.6%0.031%
8/14/2025Quantinno Capital Management LP7,837$693K0.0%+24.3%0.021%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,241$1.79M0.0%-6.8%0.055%
8/14/2025The Manufacturers Life Insurance Company 19,348$1.71M0.0%-3.9%0.053%
8/14/2025Squarepoint Ops LLC31,523$2.79M0.0%-18.1%0.086%
8/14/2025Nebula Research & Development LLC8,975$794K0.1%+151.8%0.025%
8/14/2025Qube Research & Technologies Ltd60,631$5.36M0.0%+84.5%0.166%
8/14/2025State Street Corp1,946,365$172.14M0.0%-0.9%5.327%
8/14/2025Cerity Partners LLC4,685$414K0.0%-14.4%0.013%
8/13/2025Gabelli Funds LLC272,800$24.13M0.2%-0.4%0.747%
8/13/2025Marshall Wace LLP118,819$10.51M0.0%+57.2%0.325%
8/13/2025Baird Financial Group Inc.5,642$499K0.0%-5.6%0.015%
8/13/2025First Trust Advisors LP499,950$44.22M0.0%+407.1%1.368%
8/13/2025Invesco Ltd.238,747$21.12M0.0%+14.3%0.653%
8/13/2025Arrowstreet Capital Limited Partnership22,348$1.98M0.0%+184.3%0.061%
8/13/2025Lido Advisors LLC11,926$1.06M0.0%+177.1%0.033%
8/13/2025New York State Common Retirement Fund12,508$1.11M0.0%+10.6%0.034%
8/13/2025Northwestern Mutual Wealth Management Co.8,607$761K0.0%-6.1%0.024%
8/13/2025Johnson Financial Group Inc.4,187$370K0.0%-10.7%0.011%
8/13/2025Quadrant Capital Group LLC3,226$285K0.0%-10.8%0.009%
8/13/2025Russell Investments Group Ltd.12,705$1.12M0.0%-2.1%0.035%
8/12/2025Inceptionr LLC4,207$372K0.1%+58.0%0.012%
8/12/2025North Star Asset Management Inc.6,245$552K0.0%+120.6%0.017%
8/12/2025Advisors Asset Management Inc.12,692$1.12M0.0%+20.9%0.035%
8/12/2025XTX Topco Ltd6,192$548K0.0%+88.1%0.017%
8/12/2025Steward Partners Investment Advisory LLC485$43K0.0%+107.3%0.001%
8/12/2025Summit Global Investments11,969$1.06M0.1%N/A0.033%
8/12/2025Prudential Financial Inc.37,609$3.33M0.0%+6.5%0.103%
8/12/2025Rhumbline Advisers90,493$8.00M0.0%+1.8%0.248%
8/12/2025Legal & General Group Plc210,602$18.63M0.0%+2.9%0.576%
8/12/2025JPMorgan Chase & Co.56,801$5.02M0.0%-35.3%0.155%
8/12/2025Entropy Technologies LP3,300$292K0.0%+32.0%0.009%
8/12/2025Swiss National Bank69,750$6.17M0.0%-0.6%0.191%
8/11/2025Landaas & Co. WI ADV3,166$280K0.1%-10.4%0.009%
8/11/2025Poehling Capital Management INC.2,928$259K0.1%-32.7%0.008%
8/8/2025Intech Investment Management LLC16,897$1.49M0.0%-18.7%0.046%
8/8/2025Creative Planning9,776$865K0.0%+23.1%0.027%
8/8/2025SG Americas Securities LLC5,657$500K0.0%+58.5%0.015%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS74,460$6.59M0.0%+7.1%0.204%
8/8/2025Police & Firemen s Retirement System of New Jersey8,230$728K0.0%+6.0%0.023%
8/8/2025Geode Capital Management LLC912,735$80.74M0.0%+1.8%2.498%
8/8/2025KBC Group NV1,204$106K0.0%-23.6%0.003%
8/7/2025Allworth Financial LP1,518$134K0.0%+2,430.0%0.004%
8/7/2025ProShare Advisors LLC76,265$6.75M0.0%+788.8%0.209%
8/7/2025Magellan Asset Management Ltd21,613$1.91M0.0%-5.0%0.059%
8/7/2025Los Angeles Capital Management LLC5,361$474K0.0%N/A0.015%
8/6/2025Summit Investment Advisors Inc.3,688$343K0.3%-3.3%0.010%
8/6/2025Savant Capital LLC9,594$848K0.0%+91.1%0.026%
8/6/2025Resona Asset Management Co. Ltd.6,788$600K0.0%+4.5%0.019%
8/5/2025Bank of New York Mellon Corp350,726$31.02M0.0%+1.3%0.960%
8/5/2025Speece Thorson Capital Group Inc.112,160$9.92M2.0%+2.4%0.307%
8/5/2025Bank of Montreal Can17,889$1.58M0.0%+26.4%0.049%
8/4/2025Creative Financial Designs Inc. ADV7,086$627K0.0%-1.8%0.019%
8/4/2025Strs Ohio11,900$1.05M0.0%+3.5%0.033%
8/4/2025Keybank National Association OH3,505$310K0.0%-22.8%0.010%
8/1/2025Teacher Retirement System of Texas5,547$491K0.0%+4.8%0.015%
7/31/2025State of New Jersey Common Pension Fund D21,037$1.86M0.0%+1.1%0.058%
7/31/2025AlphaQuest LLC8,641$764K0.1%-44.9%0.024%
7/31/2025First Business Financial Services Inc.46,899$4.15M0.4%+1.3%0.128%
7/29/2025Madison Wealth Partners Inc29,524$2.61M0.6%+1.0%0.081%
7/29/2025Goldstein Advisors LLC10,408$920K0.1%-20.2%0.028%
7/29/2025Mutual of America Capital Management LLC4,694$415K0.0%-11.0%0.013%
7/29/2025Private Trust Co. NA505$45K0.0%N/A0.001%
7/29/2025Praxis Investment Management Inc.2,550$226K0.0%-47.1%0.007%
7/28/2025Harbour Investments Inc.69,820$6.18M0.2%+3.8%0.191%
7/25/2025Yousif Capital Management LLC13,618$1.20M0.0%+2.0%0.037%
7/25/2025CWM LLC11,698$1.04M0.0%-1.8%0.032%
7/25/2025Vanguard Personalized Indexing Management LLC4,850$429K0.0%-7.2%0.013%
7/24/2025Inspire Investing LLC4,452$394K0.0%+20.1%0.012%
7/24/2025US Bancorp DE41,695$3.69M0.0%+5.6%0.114%
7/23/2025Maryland State Retirement & Pension System10,738$950K0.0%+1.6%0.029%
7/23/2025NBT Bank N A NY1,767$156K0.0%N/A0.005%
7/23/2025RMG Wealth Management LLC4,514$387K0.1%N/A0.012%
7/21/2025Hennessy Advisors Inc.15,279$1.35M0.0%+62.9%0.042%
7/21/2025Hilltop National Bank462$41K0.0%N/A0.001%
7/16/2025State of Alaska Department of Revenue21,747$1.92M0.0%+8.4%0.060%
7/16/2025FORM Wealth Advisors LLC8,537$755K0.1%-1.7%0.023%
7/15/2025Oak Wealth Advisors LLC3,721$329K0.2%N/A0.010%
7/14/2025Caitlin John LLC10,369$917K0.8%+105.3%0.028%
7/14/2025GAMMA Investing LLC4,596$406K0.0%-6.4%0.013%
7/11/2025Annex Advisory Services LLC3,245$287K0.0%-4.9%0.009%
(Data available from 1/1/2016 forward)

MGEE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGEE shares?

During the previous two years, 263 institutional investors and hedge funds held shares of MGE Energy. The most heavily invested institutionals were Vanguard Group Inc. ($424.38M), State Street Corp ($172.14M), Geode Capital Management LLC ($80.74M), T. Rowe Price Investment Management Inc. ($79.88M), Victory Capital Management Inc. ($75.81M), Dimensional Fund Advisors LP ($72.31M), and First Trust Advisors LP ($44.22M).Learn more on MGE Energy's institutional investors.

What percentage of MGE Energy's stock is owned by institutional investors?

52.58% of MGE Energy's stock is owned by institutional investors. Learn more on MGEE's institutional investor holdings.

Which institutional investors have been buying MGE Energy's stock?

Of the 221 institutional investors that purchased MGE Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($534.23K), GAMMA Investing LLC ($456.30K), First Trust Advisors LP ($424.44K), Nuveen LLC ($224.94K), Principal Financial Group Inc. ($212.48K), Invesco Ltd. ($131.45K), and Hotchkis & Wiley Capital Management LLC ($128.65K).

How much institutional buying is happening at MGE Energy?

Institutional investors have bought a total of 2,874,761 shares in the last 24 months. This purchase volume represents approximately $264.11M in transactions.

Which of MGE Energy's major shareholders have been selling company stock?

Of the 110 institutional investors that sold MGE Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($545.19K), Jane Street Group LLC ($174.80K), T. Rowe Price Investment Management Inc. ($101.54K), Goldman Sachs Group Inc. ($77.15K), Vanguard Group Inc. ($75.30K), Bank of New York Mellon Corp ($67.85K), and JPMorgan Chase & Co. ($30.93K).

How much institutional selling is happening at MGE Energy?

Institutional investors have sold a total of 1,440,477 shares in the last 24 months. This volume of shares sold represents approximately $133.15M in transactions.



This page (NASDAQ:MGEE) was last updated on 9/11/2025 by MarketBeat.com Staff
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