MGEE · Company research
MGE Energy Inc (MGEE): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 163 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SEVEN GRAND MANAGERS, LLC | 1909126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125000 | 10192500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 914 | 74544 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3269 | 266554 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35872 | 2925003 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vennlight Capital Management, LP | 2013462 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68585 | 5592421 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249913 | 20377906 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ExodusPoint Capital Management, LP | 1736225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11553 | 942032 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ICW Investment Advisors LLC | 1794820 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8788 | 716555 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285 | 23239 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2309 | 188276 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL ADVISORS | 2116119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 652 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Park Capital Management, LLC / WI | 1998000 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14238 | 1160970 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7116 | 580 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33810 | 2756867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28526 | 2326010 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 150 | 12231 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3915 | 319230 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 897 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4799 | 391310 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4924 | 401503 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15241 | 1242751 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 642 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17667 | 1440567 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10136 | 826 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2344 | 191228 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92281 | 7524592 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Madison Wealth Partners, Inc | 1844424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31812 | 2593978 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Associated Banc-Corp | 7789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3360 | 273974 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 447445 | 36484644 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17623 | 1436979 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4323 | 352497 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MARTINGALE ASSET MANAGEMENT L P | 936944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48934 | 3990079 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9369 | 763950 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29126 | 2374934 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101959 | 8313738 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 19299 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Headlands Technologies LLC | 1570271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4544 | 370518 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KOM Wealth Management Group, LLC | 1804116 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2459 | 200469 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72387 | 5902436 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 327 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Johnson Financial Group, Inc. | 1477024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 930 | 75833 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 8318 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 468 | 37552 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 9132 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5476 | 446513 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171839 | 14011752 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32787 | 2673452 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7210 | 587903 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MAIRS & POWER INC | 1070134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16508 | 1346062 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Louisiana State Employees Retirement System | 1537191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16200 | 1252098 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 2691 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 349 | 28457 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 863732 | 70447430 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Kilter Group LLC | 2058915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1061 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3588 | 292566 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1730 | 141 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4316 | 351927 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119543 | 9747536 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8297 | 676537 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2052 | 167295 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3518043 | 43145 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1972 | 160797 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2292 | 186890 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 2854 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19450 | 1585922 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17404 | 1419135 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| J.W. COLE ADVISORS, INC. | 1404763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4469 | 364407 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10967 | 894253 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Morningstar Investment Management LLC | 1673385 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2854 | 220586 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 663458 | 54098405 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Capital Management Investments LLC | 1957363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 652 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189 | 15411 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2078 | 169440 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3191 | 260172 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BLAIR WILLIAM & CO/IL | 902367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3603 | 293789 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73750 | 6013575 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6024 | 491209 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Walleye Partners, LLC | 2068376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6668 | 543689 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.