Security key
55277P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 17,104,250
- Share change
- +184,729
- Total reported value
- $1,072,034,313
- Price per share
- $62.66
- Number of holders
- 165
- Value change
- +$11,458,083
- Number of buys
- 62
- Number of sells
- 63
Report period
Q3 2020
Institutions
165
Top holders
10
MGEE full security history
Newer quarter: Q4 2020
Previous quarter: Q2 2020
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
10%
|
3,666,634
|
$236,535,000 | — | 30 Jun 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
7%
|
2,550,075
|
$164,505,000 | — | 30 Jun 2020 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
3.3%
|
1,223,642
|
$78,937,000 | — | 30 Jun 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.3%
|
858,427
|
$55,376,000 | — | 30 Jun 2020 | |
| STATE STREET CORP |
13F
|
Company |
2.3%
|
831,694
|
$53,653,000 | — | 30 Jun 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
2%
|
748,512
|
$48,287,000 | — | 30 Jun 2020 | |
| Zimmer Partners, LP |
13F
|
Company |
2%
|
717,590
|
$46,292,000 | — | 30 Jun 2020 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.6%
|
597,085
|
$38,518,000 | — | 30 Jun 2020 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.5%
|
566,731
|
$36,560,000 | — | 30 Jun 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
536,070
|
$34,581,000 | — | 30 Jun 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
470,277
|
$30,337,000 | — | 30 Jun 2020 | |
| GABELLI FUNDS LLC |
13F
|
Company |
1.1%
|
403,500
|
$26,030,000 | — | 30 Jun 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
393,391
|
$25,377,000 | — | 30 Jun 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.79%
|
289,993
|
$18,708,000 | — | 30 Jun 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.73%
|
266,194
|
$17,172,000 | — | 30 Jun 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.72%
|
265,168
|
$17,106,000 | — | 30 Jun 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.63%
|
229,236
|
$14,789,000 | — | 30 Jun 2020 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.59%
|
217,423
|
$13,873,000 | — | 30 Jun 2020 | |
| Legal & General Group Plc |
13F
|
Company |
0.57%
|
208,823
|
$13,472,000 | — | 30 Jun 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.37%
|
133,985
|
$8,643,000 | — | 30 Jun 2020 | |
| Swiss National Bank |
13F
|
Company |
0.21%
|
77,350
|
$4,990,000 | — | 30 Jun 2020 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.21%
|
77,300
|
$4,987,000 | — | 30 Jun 2020 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.21%
|
76,835
|
$4,957,000 | — | 30 Jun 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.18%
|
66,060
|
$4,262,000 | — | 30 Jun 2020 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.17%
|
62,224
|
$4,014,000 | — | 30 Jun 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.16%
|
59,849
|
$3,861,000 | — | 30 Jun 2020 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.14%
|
53,055
|
$3,423,000 | — | 30 Jun 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.14%
|
52,485
|
$3,386,000 | — | 30 Jun 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.14%
|
52,188
|
$3,366,000 | — | 30 Jun 2020 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
47,620
|
$3,072,000 | — | 30 Jun 2020 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.11%
|
41,953
|
$2,706,388 | — | 30 Jun 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.1%
|
38,258
|
$2,467,000 | — | 30 Jun 2020 | |
| UBS Group AG |
13F
|
Company |
0.09%
|
34,405
|
$2,220,000 | — | 30 Jun 2020 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.09%
|
33,400
|
$2,155,000 | — | 30 Jun 2020 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.09%
|
32,130
|
$2,073,000 | — | 30 Jun 2020 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.08%
|
28,500
|
$1,839,000 | — | 30 Jun 2020 | |
| CWM, LLC |
13F
|
Company |
0.07%
|
27,454
|
$2,044,000 | — | 30 Jun 2020 | |
| HENNESSY ADVISORS INC |
13F
|
Company |
0.07%
|
26,729
|
$1,724,000 | — | 30 Jun 2020 | |
| Magellan Asset Management Ltd |
13F
|
Company |
0.07%
|
26,614
|
$1,717,000 | — | 30 Jun 2020 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.07%
|
26,266
|
$1,695,000 | — | 30 Jun 2020 | |
| US BANCORP \DE\ |
13F
|
Company |
0.07%
|
24,736
|
$1,596,000 | — | 30 Jun 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.07%
|
23,864
|
$1,540,000 | — | 30 Jun 2020 | |
| BARCLAYS PLC |
13F
|
Company |
0.06%
|
23,545
|
$1,519,000 | — | 30 Jun 2020 | |
| Aperio Group, LLC |
13F
|
Company |
0.06%
|
21,545
|
$1,390,000 | — | 30 Jun 2020 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.06%
|
21,369
|
$1,379,000 | — | 30 Jun 2020 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.06%
|
20,835
|
$1,329,000 | — | 30 Jun 2020 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.05%
|
18,611
|
$1,197,000 | — | 30 Jun 2020 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
|
Company |
0.05%
|
17,428
|
$1,124,000 | — | 30 Jun 2020 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.05%
|
16,830
|
$1,045,000 | — | 30 Jun 2020 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.04%
|
15,864
|
$1,023,387 | — | 30 Jun 2020 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q3 2020
As of 30 Sep 2020,
MGE ENERGY INC - Common Stock (MGEE) was held by
165 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,104,250 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., PRICE T ROWE ASSOCIATES INC /MD/, FIRST TRUST ADVISORS LP, DIMENSIONAL FUND ADVISORS LP, Zimmer Partners, LP, STATE STREET CORP, VICTORY CAPITAL MANAGEMENT INC, SILVERCREST ASSET MANAGEMENT GROUP LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
165
institutional shareholders reporting positions in this security
for the Q3 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2020 vs Q2 2020 Across Filers
Q2 2020 holders
162
Q3 2020 holders
165
Holder diff
3
| Investor | Q2 2020 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2020 Value $ | Q3 2020 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.