13F reference period
Q2 2026
Security Snapshot
MGE ENERGY INC - Common Stock (MGEE) Institutional Ownership
CUSIP: 55277P104
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
335
Shares (Excl. Options)
26.47M
Full value: 26,471,892 · shares · 30 Jun 2026Price
$81.54
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- MGEE on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 26,471,892
- Total 13F value
- $2,158,369,927
- Portfolio coverage rank
- 0%
- Share change
- +4,709,268
- Value change
- +$385,405,033
- Number of holders
- 335
- Shares outstanding
- 36,606,049
- SEC-reported price per share
- $69.45
- Insider filing price
- $69.45
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- MGEE - MGE ENERGY INC - Common Stock is tracked under CUSIP 55277P104.
- 335 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 315 to 335 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$1.68B
Full value: $1,682,530,554 · USD · 31 Mar 2026.$2.16B
Full value: $2,158,369,927 · USD · 30 Jun 2026
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
Open SEC evidence
Latest holder context comes from 335 institutions filings for Q2 2026.
Security key
55277P104
13F reference period
Q2 2026
13F holders
335
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
MGEE full holder history
MGE ENERGY INC SEC filings
MGE ENERGY INC company facts
MGE ENERGY INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 55277P104:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
MGEE
| 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 30 Jun 2026,
335
institutional investors reported holding
shares of
MGE ENERGY INC - Common Stock (MGEE).
This represents
72%
of the company’s total
outstanding shares.
26.47M
Full value: 26,471,892 · shares · 30 Jun 202636.61M
Full value: 36,606,049 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 6,093,900 | +12% | 0.01% | $496,896,608 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.6% | 2,793,808 | +4.9% | 0.01% | $227,807,104 |
| STATE STREET CORP | 5.6% | 2,049,814 | +6.8% | 0% | $167,141,834 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.7% | 1,702,695 | +3.8% | 0% | $138,837,750 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 1,005,058 | +8.6% | 0% | $81,971,152 |
| Zimmer Partners, LP | 2.7% | 1,000,000 | 1.9% | $81,540,000 | |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 700,969 | +2.4% | 0.01% | $57,154,790 |
| MORGAN STANLEY | 1.5% | 545,468 | +78% | 0% | $44,477,573 |
| WESTWOOD HOLDINGS GROUP INC | 1.4% | 530,621 | 0.33% | $43,266,835 | |
| GABELLI FUNDS LLC | 1.4% | 513,700 | +89% | 0.27% | $41,887,098 |
| TWO SIGMA INVESTMENTS, LP | 1.3% | 486,961 | +188% | 0.03% | $39,706,800 |
| FIRST TRUST ADVISORS LP | 1.2% | 447,445 | +0.13% | 0.02% | $36,484,644 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 434,562 | +3.9% | 0% | $35,434,185 |
| NORTHERN TRUST CORP | 1.1% | 394,580 | +9.3% | 0% | $32,174,054 |
| DEPRINCE RACE & ZOLLO INC | 0.96% | 350,904 | +27% | 0.48% | $28,612,712 |
| Nuveen, LLC | 0.92% | 337,689 | +82% | 0.01% | $27,535,083 |
| Bank of New York Mellon Corp | 0.91% | 332,193 | +3.7% | 0% | $27,086,981 |
| Qube Research & Technologies Ltd | 0.9% | 329,710 | -0.1% | 0.03% | $26,884,553 |
| AQR CAPITAL MANAGEMENT LLC | 0.82% | 300,293 | +778% | 0.01% | $24,485,865 |
| VANGUARD FIDUCIARY TRUST CO | 0.68% | 249,913 | +1.5% | 0% | $20,377,906 |
| SPEECE THORSON CAPITAL GROUP INC | 0.62% | 228,679 | +21% | 4% | $18,646,000 |
| Yaupon Capital Management LP | 0.55% | 200,000 | 0.54% | $16,308,000 | |
| Legal & General Group Plc | 0.52% | 189,397 | +3.8% | 0% | $15,443,432 |
| GOLDMAN SACHS GROUP INC | 0.5% | 184,129 | -19% | 0% | $15,013,907 |
| PRINCIPAL FINANCIAL GROUP INC | 0.5% | 182,427 | +2.4% | 0.01% | $14,875,097 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 211,403 | $14,704,806 | -$27,599,861 | $69.45 | 56 |
| 2026 Q2 | 26,471,892 | $2,158,369,927 | +$385,405,033 | $81.54 | 335 |
| 2026 Q1 | 21,767,173 | $1,682,530,554 | -$4,514,372 | $77.29 | 315 |
| 2025 Q4 | 21,763,792 | $1,706,838,953 | -$11,084,799 | $78.42 | 314 |
| 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 |