DaveManuel.com · Institutional Ownership · Who Owns It
MGE ENERGY INC (MGEE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
338
Reporting holders
$2.2B
Reported value
0.2%
Calls
0.0%
Puts
+21
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $496.9M | 6,093,900 | 0.01% | 8q | +11.6%+$51.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $227.8M | 2,793,808 | 0.01% | 2q | +4.9%+$10.7M |
| STATE STREET CORP | $167.1M | 2,049,814 | 0.00% | 31q | +6.8%+$10.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $138.8M | 1,702,695 | 0.00% | 2q | +3.8%+$5.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $82.0M | 1,005,058 | 0.00% | 31q | +8.6%+$6.5M |
| Zimmer Partners, LP | $81.5M | 1,000,000 | 1.88% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $57.2M | 700,969 | 0.01% | 31q | +2.4%+$1.4M |
| MORGAN STANLEY | $44.5M | 545,468 | 0.00% | 35q | +78.0%+$19.5M |
| WESTWOOD HOLDINGS GROUP INC | $43.3M | 530,621 | 0.33% | new | NEW |
| GABELLI FUNDS LLC | $41.9M | 513,700 | 0.27% | 31q | +89.4%+$19.8M |
| TWO SIGMA INVESTMENTS, LP | $39.7M | 486,961 | 0.03% | 12q | +188.0%+$25.9M |
| FIRST TRUST ADVISORS LP | $36.5M | 447,445 | 0.02% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.4M | 434,562 | 0.00% | 31q | +3.9%+$1.3M |
| NORTHERN TRUST CORP | $32.2M | 394,580 | 0.00% | 31q | +9.3%+$2.8M |
| DEPRINCE RACE & ZOLLO INC | $28.6M | 350,904 | 0.48% | 2q | +26.6%+$6.0M |
| Nuveen, LLC | $27.5M | 337,689 | 0.01% | 6q | +82.1%+$12.4M |
| Bank of New York Mellon Corp | $27.1M | 332,193 | 0.00% | 31q | +3.7%+$960.4K |
| Qube Research & Technologies Ltd | $26.9M | 329,710 | 0.02% | 6q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $24.5M | 300,293 | 0.01% | 18q | +777.6%+$21.7M |
| VANGUARD FIDUCIARY TRUST CO | $20.4M | 249,913 | 0.00% | 2q | +1.5%+$292.7K |
| SPEECE THORSON CAPITAL GROUP INC | $18.6M | 228,679 | 3.99% | 11q | +20.6%+$3.2M |
| CITADEL ADVISORS LLC | $16.3M incl. $4.3M options CALL | 147,735 | 0.00% | 12q | +229.0%+$11.4M |
| Yaupon Capital Management LP | $16.3M | 200,000 | 0.32% | new | NEW |
| Legal & General Group Plc | $15.4M | 189,397 | 0.00% | 31q | +3.8%+$559.9K |
| GOLDMAN SACHS GROUP INC | $15.0M | 184,129 | 0.00% | 31q | -18.7%-$3.5M |
| PRINCIPAL FINANCIAL GROUP INC | $14.9M | 182,427 | 0.01% | 28q | +2.4%+$345.2K |
| Public Sector Pension Investment Board | $10.6M | 129,684 | 0.03% | 10q | -0.8%-$88.4K |
| SEGALL BRYANT & HAMILL, LLC | $10.2M | 125,019 | 0.12% | new | NEW |
| SEVEN GRAND MANAGERS, LLC | $10.2M | 125,000 | 0.41% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $10.1M | 124,286 | 0.01% | 6q | -22.1%-$2.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.7M | 119,543 | 0.00% | 6q | -2.6%-$263.0K |
| VICTORY CAPITAL MANAGEMENT INC | $9.3M | 113,927 | 0.01% | 31q | -15.2%-$1.7M |
| Invesco Ltd. | $9.1M | 111,477 | 0.00% | 31q | -4.1%-$386.2K |
| SOROS FUND MANAGEMENT LLC | $8.7M | 106,813 | 0.11% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $8.6M | 104,886 | 0.00% | 11q | -38.2%-$5.3M |
| UBS Group AG | $8.2M | 100,350 | 0.00% | 31q | +64.4%+$3.2M |
| Burkehill Global Management, LP | $8.2M | 100,000 | 0.29% | new | NEW |
| ProShare Advisors LLC | $7.5M | 92,281 | 0.01% | 31q | +10.7%+$725.5K |
| RHUMBLINE ADVISERS | $7.5M | 91,655 | 0.01% | 31q | +7.0%+$490.7K |
| AMERIPRISE FINANCIAL INC | $6.8M | 82,910 | 0.00% | 31q | +22.9%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $6.8M | 82,804 | 0.00% | 31q | -17.1%-$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $6.6M | 81,300 | 0.01% | 6q | +20.3%+$1.1M |
| Swiss National Bank | $6.0M | 73,750 | 0.00% | 31q | +2.4%+$138.6K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $6.0M | 73,449 | 0.03% | 22q | -1.5%-$94.3K |
| Vennlight Capital Management, LP | $5.6M | 68,585 | 3.75% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.4M | 65,895 | 0.00% | 14q | -3.4%-$188.5K |
| Point72 Asset Management, L.P. | $5.4M | 65,875 | 0.01% | 2q | -17.7%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $5.3M | 65,581 | 0.00% | 3q | +84.9%+$2.5M |
| HARBOUR INVESTMENTS, INC. | $5.1M | 62,664 | 0.07% | 21q | +4.9%+$237.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.1M | 62,010 | 0.00% | 31q | +15.5%+$678.8K |
| Balyasny Asset Management L.P. | $4.7M | 57,983 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $4.4M | 54,484 | 0.00% | 31q | +68.3%+$1.8M |
| Schonfeld Strategic Advisors LLC | $4.2M | 51,187 | 0.01% | 4q | +337.4%+$3.2M |
| DEUTSCHE BANK AG\ | $4.2M | 51,012 | 0.00% | 34q | +11.8%+$438.0K |
| MARTINGALE ASSET MANAGEMENT L P | $4.0M | 48,934 | 0.09% | 31q | +23.2%+$750.9K |
| JPMORGAN CHASE & CO | $3.6M | 43,787 | 0.00% | 31q | -11.1%-$456.7K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.5M | 43,145 | 0.00% | 31q | +23.8%+$675.8K |
| Russell Investments Group, Ltd. | $3.5M | 42,732 | 0.00% | 31q | +32.3%+$851.4K |
| Jump Financial, LLC | $3.5M | 42,694 | 0.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 39,448 | 0.00% | 31q | +0.8%+$24.6K |
| PRUDENTIAL FINANCIAL INC | $3.2M | 38,934 | 0.00% | 11q | +4.6%+$138.2K |
| ALLIANCEBERNSTEIN L.P. | $3.1M | 40,604 | 0.00% | 31q | +0.7%+$23.2K |
| US BANCORP \DE\ | $3.0M | 36,960 | 0.00% | 31q | -3.6%-$112.2K |
| Trexquant Investment LP | $2.9M | 35,872 | 0.02% | 5q | -9.0%-$291.0K |
| ALGERT GLOBAL LLC | $2.8M | 33,810 | 0.03% | new | NEW |
| Cetera Investment Advisers | $2.6M | 32,252 | 0.00% | 14q | HELD |
| Madison Wealth Partners, Inc | $2.6M | 31,812 | 0.33% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $2.5M | 30,480 | 0.00% | 26q | +74.8%+$1.1M |
| Merit Financial Group, LLC | $2.5M | 30,318 | 0.02% | 10q | +3.2%+$76.6K |
| Freestone Grove Partners LP | $2.4M | 29,855 | 0.02% | new | NEW |
| Magellan Asset Management Ltd | $2.4M | 29,683 | 0.05% | 28q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.4M | 29,126 | 0.00% | 2q | HELD |
| Vanguard Investments Australia, Ltd. | $2.3M | 28,526 | 0.01% | 2q | +2.5%+$56.5K |
| Cerity Partners LLC | $2.3M | 28,058 | 0.00% | 10q | +509.6%+$1.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 28,007 | 0.01% | 9q | +1.5%+$33.8K |
| Thrivent Financial for Lutherans | $2.2M | 27,323 | 0.00% | 10q | +12.0%+$239.1K |
| SEI INVESTMENTS CO | $2.2M | 27,131 | 0.00% | 14q | -17.4%-$466.9K |
| CANADA LIFE ASSURANCE Co | $2.1M | 26,086 | 0.00% | 10q | -13.5%-$331.4K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.1M | 25,875 | 0.11% | 7q | +41.4%+$617.5K |
| XTX Topco Ltd | $2.1M | 25,390 | 0.03% | 2q | +299.2%+$1.6M |
| DARK FOREST CAPITAL MANAGEMENT LP | $2.1M | 25,372 | 0.13% | 5q | +83.4%+$940.9K |
| Quantinno Capital Management LP | $2.0M | 25,102 | 0.00% | 7q | +100.9%+$1.0M |
| Savant Capital, LLC | $1.9M | 24,114 | 0.01% | 31q | +99.9%+$956.9K |
| MACQUARIE GROUP LTD | $1.9M | 23,330 | 0.01% | 32q | +46.8%+$606.3K |
| CITIGROUP INC | $1.9M | 22,883 | 0.00% | 31q | +287.7%+$1.4M |
| Creative Planning | $1.9M | 22,762 | 0.00% | 21q | +119.7%+$1.0M |
| MetLife Investment Management, LLC | $1.8M | 21,888 | 0.01% | 32q | +8.3%+$137.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.8M | 21,816 | 0.01% | 31q | +5354.0%+$1.7M |
| Mariner, LLC | $1.7M | 21,358 | 0.00% | 3q | +522.9%+$1.5M |
| Polymer Capital Management (US) LLC | $1.6M | 20,000 | 0.22% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6M | 19,450 | 0.00% | 30q | +84.7%+$727.3K |
| State of Tennessee, Department of Treasury | $1.6M | 19,242 | 0.00% | 9q | +20.2%+$263.6K |
| Quadrature Capital Ltd | $1.6M | 19,110 | 0.01% | 2q | +124.1%+$862.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.5M | 18,284 | 0.00% | 31q | +9.7%+$131.3K |
| Illinois Municipal Retirement Fund | $1.5M | 18,276 | 0.02% | 9q | -9.8%-$162.1K |
| BNP PARIBAS FINANCIAL MARKETS | $1.4M | 17,623 | 0.00% | 31q | +112.5%+$760.7K |
| IEQ CAPITAL, LLC | $1.4M | 17,404 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.4M | 17,335 | 0.00% | 9q | HELD |
| Brevan Howard Capital Management LP | $1.4M | 17,256 | 0.01% | 2q | +73.8%+$597.3K |
| State of New Jersey Common Pension Fund D | $1.4M | 16,807 | 0.00% | 21q | -40.2%-$919.5K |
Showing the largest 100 of 338 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-10-01 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 84 | $31.0M | 445,480 | 12 | 29 | 14 | 0.0% |
| Q2 2026 | 338 | $2.2B | 26,475,145 | 55 | 135 | 70 | 0.2% |
| Q1 2026 | 317 | $1.7B | 21,792,555 | 40 | 95 | 103 | 0.0% |
| Q4 2025 | 315 | $1.7B | 21,770,528 | 37 | 80 | 108 | 0.0% |
| Q3 2025 | 304 | $1.8B | 21,954,903 | 31 | 97 | 90 | 0.0% |
| Q2 2025 | 296 | $2.0B | 22,422,775 | 20 | 117 | 87 | 0.0% |
| Q1 2025 | 296 | $2.1B | 22,506,457 | 31 | 80 | 94 | 0.0% |
| Q4 2024 | 295 | $2.1B | 22,804,154 | 38 | 97 | 68 | 0.0% |
| Q3 2024 | 267 | $2.0B | 22,219,107 | 32 | 85 | 83 | 0.0% |
| Q2 2024 | 255 | $1.7B | 22,186,406 | 41 | 86 | 67 | 0.0% |
| Q1 2024 | 228 | $1.9B | 23,955,268 | 40 | 73 | 70 | 0.0% |
| Q4 2023 | 229 | $1.4B | 19,527,998 | 32 | 73 | 60 | 0.0% |
| Q3 2023 | 200 | $1.3B | 19,233,182 | 22 | 57 | 56 | 0.0% |
| Q2 2023 | 198 | $1.5B | 19,556,550 | 17 | 55 | 55 | 0.0% |
| Q1 2023 | 207 | $1.5B | 18,731,447 | 26 | 74 | 44 | 0.0% |
| Q4 2022 | 199 | $1.3B | 18,305,620 | 19 | 61 | 60 | 0.0% |
| Q3 2022 | 190 | $1.5B | 22,418,787 | 18 | 56 | 55 | 0.0% |
| Q2 2022 | 198 | $1.7B | 22,403,819 | 29 | 44 | 50 | 0.0% |
| Q1 2022 | 186 | $1.8B | 22,527,591 | 17 | 50 | 58 | 0.0% |
| Q4 2021 | 179 | $2.4B | 29,399,014 | 11 | 58 | 45 | 0.0% |
| Q3 2021 | 179 | $2.2B | 29,404,837 | 15 | 49 | 51 | 0.0% |
| Q2 2021 | 170 | $2.3B | 30,527,854 | 13 | 38 | 62 | 0.0% |
| Q1 2021 | 174 | $2.1B | 29,712,963 | 17 | 45 | 44 | 0.0% |
| Q4 2020 | 171 | $2.1B | 29,615,865 | 17 | 47 | 46 | 0.0% |
| Q3 2020 | 164 | $1.7B | 27,427,815 | 17 | 41 | 43 | 0.0% |
| Q2 2020 | 161 | $1.8B | 27,322,371 | 14 | 46 | 49 | 0.0% |
| Q1 2020 | 175 | $2.7B | 41,202,154 | 17 | 37 | 59 | 0.0% |
| Q4 2019 | 177 | $2.1B | 26,804,428 | 17 | 37 | 58 | 0.0% |
| Q3 2019 | 161 | $2.2B | 27,123,255 | 13 | 52 | 38 | 0.0% |
| Q2 2019 | 161 | $2.0B | 26,686,623 | 24 | 45 | 41 | 0.1% |
| Q1 2019 | 154 | $1.8B | 26,202,755 | 14 | 44 | 43 | 0.0% |
| Q4 2018 | 154 | $1.6B | 26,106,022 | 2 | 4 | 2 | 0.0% |