Who owns MGE ENERGY INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MGEE from SEC Form 13F filings across 337 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 337 institutions disclosed 26.5M shares of MGE ENERGY INC worth $2.16B — about 70.9% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
337
13F holders
$2.16B
value, 2026 filers
70.9%
of shares outstanding (26.5M sh)
59
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MGEE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.1M | $496.9M | 0.0% | 16.3% | +11.6% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | $227.8M | 0.0% | 7.5% | +4.9% |
| 3 | STATE STREET CORP | 2.0M | $167.1M | 0.0% | 5.5% | +6.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $138.8M | 0.0% | 4.6% | +3.8% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $82.0M | 0.0% | 2.7% | +8.6% |
| 6 | Zimmer Partners, LPNEW | 1.0M | $81.5M | 1.9% | 2.7% | new |
| 7 | DIMENSIONAL FUND ADVISORS LP | 700,969 | $57.2M | 0.0% | 1.9% | +2.4% |
| 8 | MORGAN STANLEY | 545,468 | $44.5M | 0.0% | 1.5% | +78.0% |
| 9 | WESTWOOD HOLDINGS GROUP INCNEW | 530,621 | $43.3M | 0.3% | 1.4% | new |
| 10 | GABELLI FUNDS LLC | 513,700 | $41.9M | 0.3% | 1.4% | +89.4% |
| 11 | TWO SIGMA INVESTMENTS, LP | 486,961 | $39.7M | 0.0% | 1.3% | +188.0% |
| 12 | FIRST TRUST ADVISORS LP | 447,445 | $36.5M | 0.0% | 1.2% | +0.1% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 434,562 | $35.4M | 0.0% | 1.2% | +3.9% |
| 14 | NORTHERN TRUST CORP | 394,580 | $32.2M | 0.0% | 1.1% | +9.3% |
| 15 | DEPRINCE RACE & ZOLLO INC | 350,904 | $28.6M | 0.5% | 0.9% | +26.6% |
| 16 | Nuveen, LLC | 337,689 | $27.5M | 0.0% | 0.9% | +82.1% |
| 17 | Bank of New York Mellon Corp | 332,193 | $27.1M | 0.0% | 0.9% | +3.7% |
| 18 | Qube Research & Technologies Ltd | 329,710 | $26.9M | 0.0% | 0.9% | -0.1% |
| 19 | AQR CAPITAL MANAGEMENT LLC | 300,293 | $24.5M | 0.0% | 0.8% | +777.6% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 249,913 | $20.4M | 0.0% | 0.7% | +1.5% |
| 21 | SPEECE THORSON CAPITAL GROUP INC | 228,679 | $18.6M | 4.0% | 0.6% | +20.6% |
| 22 | Yaupon Capital Management LPNEW | 200,000 | $16.3M | 0.3% | 0.5% | new |
| 23 | Legal & General Group Plc | 189,397 | $15.4M | 0.0% | 0.5% | +3.8% |
| 24 | GOLDMAN SACHS GROUP INC | 184,129 | $15.0M | 0.0% | 0.5% | -18.7% |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 182,427 | $14.9M | 0.0% | 0.5% | +2.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.