Security Snapshot

MGE ENERGY INC - Common Stock (MGEE) Institutional Ownership

CUSIP: 55277P104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

313

Shares (Excl. Options)

21,762,721

Price

$77.29

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Type / Class
Equity / Common Stock
Symbol
MGEE on Nasdaq
Shares outstanding
36,606,049
Price per share
$78.75
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
21,762,721
Total reported value
$1,682,186,490
% of total 13F portfolios
0%
Share change
-54,899
Value change
-$4,499,934
Number of holders
313
Price from insider filings
$78.75
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • MGEE - MGE ENERGY INC - Common Stock is tracked under CUSIP 55277P104.
  • 313 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 312 to 313 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,706,812,917 to $1,682,186,490.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 313 institutions filings for Q1 2026.

Open SEC Evidence

Security key

55277P104

Latest holder period

Q1 2026

13F holders

313

13D/G owners

4

CIK / CUSIP context first

Open Q1 2026 holders MGEE full holder history MGE ENERGY INC SEC filings MGE ENERGY INC company facts MGE ENERGY INC insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Significant Owners of MGE ENERGY INC - Common Stock (MGEE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $472,774,915 5,616,238 BlackRock, Inc. 30 Sep 2025
VANGUARD PORTFOLIO MANAGEMENT LLC 7.3% $207,649,169 2,686,624 Vanguard Portfolio Management 31 Mar 2026
STATE STREET CORP 5.4% $176,857,306 1,963,772 STATE STREET CORPORATION 31 Mar 2025
VANGUARD CAPITAL MANAGEMENT LLC 5.3% $149,668,993 1,936,460 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 313 institutional investors reported holding 21,762,721 shares of MGE ENERGY INC - Common Stock (MGEE). This represents 59% of the company’s total 36,606,049 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MGE ENERGY INC - Common Stock (MGEE) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 15% 5,459,694 -4.5% 0.01% $421,979,734
VANGUARD PORTFOLIO MANAGEMENT LLC 7.3% 2,663,101 0% 0.01% $205,831,076
STATE STREET CORP 5.2% 1,918,678 +1.3% 0.01% $148,294,623
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 1,641,026 0% 0% $126,834,900
GEODE CAPITAL MANAGEMENT, LLC 2.5% 925,771 +0.41% 0% $71,570,856
DIMENSIONAL FUND ADVISORS LP 1.9% 684,267 -0.44% 0.01% $52,888,869
FIRST TRUST ADVISORS LP 1.2% 446,870 -2% 0.02% $34,538,576
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 418,151 -0.79% 0% $32,318,891
NORTHERN TRUST CORP 0.99% 360,849 +2.5% 0% $27,890,019
Qube Research & Technologies Ltd 0.9% 330,037 +25% 0.04% $25,508,560
Bank of New York Mellon Corp 0.88% 320,415 +0.55% 0% $24,764,853
MORGAN STANLEY 0.84% 306,393 -6.8% 0% $23,681,245
DEPRINCE RACE & ZOLLO INC 0.76% 277,117 0.4% $21,418,372
GABELLI FUNDS LLC 0.74% 271,200 0% 0.14% $20,961,048
VANGUARD FIDUCIARY TRUST CO 0.67% 246,323 0% 0% $19,038,305
GOLDMAN SACHS GROUP INC 0.62% 226,486 +4.8% 0% $17,505,109
SILVERCREST ASSET MANAGEMENT GROUP LLC 0.6% 221,263 -15% 0.12% $17,101,619
SPEECE THORSON CAPITAL GROUP INC 0.52% 189,547 -3.1% 3.3% $14,650,000
Nuveen, LLC 0.51% 185,454 +16% 0% $14,333,739
Legal & General Group Plc 0.5% 182,530 -9.4% 0% $14,107,742
PRINCIPAL FINANCIAL GROUP INC 0.49% 178,194 +2.1% 0.01% $13,772,615
MILLENNIUM MANAGEMENT LLC 0.46% 169,646 +156% 0.01% $13,111,939
TWO SIGMA INVESTMENTS, LP 0.46% 169,074 +102% 0.01% $13,067,729
TUDOR INVESTMENT CORP ET AL 0.44% 159,622 +52% 0.07% $12,337,184
VICTORY CAPITAL MANAGEMENT INC 0.37% 134,357 -81% 0.01% $10,384,453

Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 21,762,721 $1,682,186,490 -$4,499,934 $77.29 313
2025 Q4 21,763,460 $1,706,812,917 -$11,082,446 $78.42 312
2025 Q3 21,870,063 $1,841,022,690 -$46,560,823 $84.18 302
2025 Q2 22,426,798 $1,983,441,314 -$8,898,887 $88.44 295
2025 Q1 22,512,585 $2,092,736,875 -$28,030,397 $92.96 296
2024 Q4 22,787,399 $2,141,070,731 +$54,380,644 $93.96 294
2024 Q3 22,137,762 $2,024,700,230 +$1,568,465 $91.45 266
2024 Q2 22,159,300 $1,655,808,897 -$71,828,056 $74.72 256
2024 Q1 23,113,298 $1,819,402,470 +$326,434,822 $78.72 226
2023 Q4 18,996,023 $1,373,562,717 -$16,745,796 $72.31 227
2023 Q3 19,231,382 $1,317,597,567 -$23,142,992 $68.51 199
2023 Q2 19,553,845 $1,546,831,358 +$70,805,048 $79.11 197
2023 Q1 18,674,340 $1,450,502,902 +$29,179,119 $77.67 203
2022 Q4 18,315,423 $1,289,392,552 -$4,388,488 $70.40 197
2022 Q3 18,381,072 $1,207,074,173 -$159,696,728 $65.63 194
2022 Q2 18,297,688 $1,424,197,966 -$7,818,156 $77.83 199
2022 Q1 18,436,344 $1,470,385,713 +$21,582,855 $79.79 184
2021 Q4 18,212,426 $1,497,548,052 +$6,531,994 $82.25 178
2021 Q3 18,086,649 $1,329,849,683 +$5,918,998 $73.50 178
2021 Q2 18,041,158 $1,343,015,313 +$12,910,419 $74.44 168
2021 Q1 17,876,419 $1,276,321,616 +$22,114,345 $71.39 175
2020 Q4 17,479,862 $1,224,199,661 +$25,961,119 $70.03 167
2020 Q3 17,104,250 $1,072,034,313 +$11,458,083 $62.66 165
2020 Q2 16,881,300 $1,089,059,295 +$100,509,015 $64.51 162
2020 Q1 15,323,306 $1,003,945,264 -$34,785,383 $65.47 176
2019 Q4 15,828,443 $1,247,495,237 +$3,000,341 $78.82 177
2019 Q3 15,757,850 $1,258,396,207 +$37,413,916 $79.87 162
2019 Q2 15,305,650 $1,118,550,682 +$41,569,131 $73.08 162
2019 Q1 14,885,559 $1,011,918,021 +$40,957,529 $67.97 154
2018 Q4 14,259,266 $854,973,561 +$338,921 $59.96 156
2018 Q3 14,226,430 $908,326,768 +$16,057,930 $63.85 151
2018 Q2 13,970,963 $880,789,392 +$11,368,089 $63.05 152
2018 Q1 13,796,106 $774,073,166 +$12,498,618 $56.10 152
2017 Q4 13,550,842 $855,076,655 +$16,526,119 $63.10 149
2017 Q3 13,286,071 $858,379,591 +$23,972,470 $64.60 144
2017 Q2 12,916,803 $831,336,665 -$14,470,436 $64.35 153
2017 Q1 13,138,502 $853,996,110 +$151,408,853 $65.00 154
2016 Q4 12,985,497 $847,787,073 +$25,158,726 $65.30 166
2016 Q3 12,663,052 $715,523,700 +$13,741,761 $56.51 160
2016 Q2 12,425,954 $702,222,928 -$1,790,485 $56.51 159
2016 Q1 12,452,698 $650,561,000 +$18,296,268 $52.25 144
2015 Q4 12,122,260 $562,480,298 +$21,107,522 $46.40 130
2015 Q3 11,655,022 $479,873,067 +$12,479,738 $41.19 126
2015 Q2 11,358,501 $439,906,349 +$3,852,712 $38.73 123
2015 Q1 11,234,550 $498,107,059 +$6,791,605 $44.32 123
2014 Q4 11,083,160 $505,617,812 -$2,111,760 $45.61 120
2014 Q3 11,189,070 $416,960,699 -$5,792,588 $37.26 123
2014 Q2 11,340,018 $448,003,184 -$5,842,612 $39.51 125
2014 Q1 11,486,365 $450,649,025 +$150,862,757 $39.23 120
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