Security key
55277P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 11,486,365
- Share change
- +3,906,196
- Total reported value
- $450,649,025
- Price per share
- $39.23
- Number of holders
- 120
- Value change
- +$150,862,757
- Number of buys
- 113
- Number of sells
- 14
Report period
Q1 2014
Institutions
120
Top holders
10
MGEE full security history
Newer quarter: Q2 2014
Previous quarter: Q4 2013
MGE ENERGY INC SEC filings
MGE ENERGY INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 55277P104
Recent filing periods:
Top shareholders of MGEE - MGE ENERGY INC - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
4.3%
|
1,584,306
|
$91,730,000 | — | 31 Dec 2013 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
1.7%
|
625,069
|
$36,075,000 | — | 31 Dec 2013 | |
| BlackRock Fund Advisors |
13F
|
Company |
1.7%
|
624,498
|
$36,042,000 | — | 31 Dec 2013 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.4%
|
494,814
|
$28,650,000 | — | 31 Dec 2013 | |
| STATE STREET CORP |
13F
|
Company |
1.2%
|
441,002
|
$25,535,000 | — | 31 Dec 2013 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1%
|
383,341
|
$22,124,000 | — | 31 Dec 2013 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.92%
|
336,735
|
$19,434,000 | — | 31 Dec 2013 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.9%
|
330,000
|
$19,046,000 | — | 31 Dec 2013 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.65%
|
237,887
|
$13,730,000 | — | 31 Dec 2013 | |
| NORGES BANK |
13F
|
Company |
0.61%
|
223,646
|
$12,949,000 | — | 31 Dec 2013 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.5%
|
182,049
|
$10,541,000 | — | 31 Dec 2013 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.42%
|
155,375
|
$8,996,000 | — | 31 Dec 2013 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.35%
|
129,155
|
$7,478,000 | — | 31 Dec 2013 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.27%
|
97,176
|
$5,607,000 | — | 31 Dec 2013 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.22%
|
82,310
|
$4,750,000 | — | 31 Dec 2013 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.21%
|
77,849
|
$4,493,000 | — | 31 Dec 2013 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.21%
|
75,474
|
$4,356,000 | — | 31 Dec 2013 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.2%
|
73,781
|
$4,259,000 | — | 31 Dec 2013 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.19%
|
70,508
|
$4,083,000 | — | 31 Dec 2013 | |
| Legal & General Group Plc |
13F
|
Company |
0.16%
|
57,825
|
$3,348,000 | — | 31 Dec 2013 | |
| OLD REPUBLIC INTERNATIONAL CORP |
13F
|
Company |
0.16%
|
56,837
|
$3,280,000 | — | 31 Dec 2013 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.14%
|
53,046
|
$3,071,000 | — | 31 Dec 2013 | |
| MORGAN STANLEY |
13F
|
Company |
0.14%
|
52,328
|
$3,020,000 | — | 31 Dec 2013 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.14%
|
50,392
|
$2,918,000 | — | 31 Dec 2013 | |
| ING GROEP NV |
13F
|
Company |
0.13%
|
47,500
|
$2,750,000 | — | 31 Dec 2013 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.12%
|
45,527
|
$2,628,000 | — | 31 Dec 2013 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.11%
|
41,883
|
$2,425,000 | — | 31 Dec 2013 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.11%
|
40,713
|
$2,350,000 | — | 31 Dec 2013 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.1%
|
38,240
|
$2,214,000 | — | 31 Dec 2013 | |
| Magellan Asset Management Ltd |
13F
|
Company |
0.09%
|
34,712
|
$2,003,000 | — | 31 Dec 2013 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.09%
|
33,600
|
$1,924,000 | — | 31 Dec 2013 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.09%
|
33,300
|
$1,922,000 | — | 31 Dec 2013 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.09%
|
31,600
|
$1,824,000 | — | 31 Dec 2013 | |
| Teton Advisors, Inc. |
13F
|
Company |
0.08%
|
29,500
|
$1,703,000 | — | 31 Dec 2013 | |
| SHELL ASSET MANAGEMENT CO |
13F
|
Company |
0.08%
|
29,334
|
$1,693,000 | — | 31 Dec 2013 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.08%
|
28,678
|
$1,655,000 | — | 31 Dec 2013 | |
| HENNESSY ADVISORS INC |
13F
|
Company |
0.08%
|
27,831
|
$1,611,000 | — | 31 Dec 2013 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.07%
|
26,344
|
$1,525,000 | — | 31 Dec 2013 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
|
Company |
0.07%
|
24,712
|
$1,431,000 | — | 31 Dec 2013 | |
| Zebra Capital Management LLC |
13F
|
Company |
0.07%
|
23,798
|
$1,373,000 | — | 31 Dec 2013 | |
| OARSMAN CAPITAL, INC. |
13F
|
Company |
0.06%
|
23,064
|
$1,331,000 | — | 31 Dec 2013 | |
| UBS AG |
13F
|
Company |
0.06%
|
21,618
|
$1,248,000 | — | 31 Dec 2013 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
0.06%
|
21,615
|
$1,247,000 | — | 31 Dec 2013 | |
| US BANCORP \DE\ |
13F
|
Company |
0.06%
|
21,580
|
$1,246,000 | — | 31 Dec 2013 | |
| BlackRock Group LTD |
13F
|
Company |
0.06%
|
21,435
|
$1,237,000 | — | 31 Dec 2013 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.06%
|
21,307
|
$1,229,000 | — | 31 Dec 2013 | |
| Swiss National Bank |
13F
|
Company |
0.06%
|
20,400
|
$1,181,000 | — | 31 Dec 2013 | |
| Invesco Ltd. |
13F
|
Company |
0.05%
|
19,089
|
$1,102,000 | — | 31 Dec 2013 | |
| METROPOLITAN LIFE INSURANCE CO/NY |
13F
|
Company |
0.05%
|
18,752
|
$1,086,000 | — | 31 Dec 2013 | |
| WFG Advisors, LP |
13F
|
Company |
0.05%
|
18,368
|
$1,060,000 | — | 31 Dec 2013 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q1 2014
As of 31 Mar 2014,
MGE ENERGY INC - Common Stock (MGEE) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,486,365 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Institutional Trust Company, N.A., BlackRock Fund Advisors, DIMENSIONAL FUND ADVISORS LP, SILVERCREST ASSET MANAGEMENT GROUP LLC, State Street Corp, GABELLI FUNDS LLC, NORTHERN TRUST CORP, Bank of New York Mellon Corp, and NORGES BANK.
This page lists
120
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
112
Q1 2014 holders
120
Holder diff
8
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.