Security key
55277P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 19,553,845
- Share change
- +891,158
- Total reported value
- $1,546,831,358
- Price per share
- $79.11
- Number of holders
- 197
- Value change
- +$70,805,048
- Number of buys
- 83
- Number of sells
- 80
Report period
Q2 2023
Institutions
197
Top holders
10
MGEE full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
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 |
11%
|
4,202,619
|
$326,417,417 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
7.6%
|
2,788,964
|
$216,618,868 | — | 31 Mar 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
7.3%
|
2,666,921
|
$207,140,000 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3%
|
1,085,673
|
$84,324,222 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
972,153
|
$75,506,744 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
751,310
|
$58,354,098 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
720,096
|
$55,929,883 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.4%
|
530,611
|
$41,212,557 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
425,529
|
$33,050,838 | — | 31 Mar 2023 | |
| GABELLI FUNDS LLC |
13F
|
Company |
1.1%
|
396,500
|
$30,796,155 | — | 31 Mar 2023 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.1%
|
386,010
|
$29,981,450 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.97%
|
356,848
|
$27,716,357 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.79%
|
289,425
|
$22,479,639 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.64%
|
235,984
|
$18,329,000 | — | 31 Mar 2023 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.6%
|
220,105
|
$17,145,079 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.48%
|
176,578
|
$13,713,777 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.43%
|
158,312
|
$12,296,185 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.43%
|
157,986
|
$12,270,774 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.32%
|
118,605
|
$9,212,050 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
0.21%
|
78,050
|
$6,062,144 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.19%
|
69,242
|
$5,378,000 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.18%
|
65,149
|
$5,060,122 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
64,589
|
$5,016,628 | — | 31 Mar 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
63,421
|
$4,926,000 | — | 31 Mar 2023 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0.17%
|
61,953
|
$4,811,879 | — | 31 Mar 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.16%
|
59,620
|
$4,630,686 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.16%
|
58,716
|
$4,560,472 | — | 31 Mar 2023 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
13F
|
Company |
0.15%
|
55,275
|
$4,293,209 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.12%
|
45,532
|
$3,536,470 | — | 31 Mar 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.12%
|
45,316
|
$3,519,694 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.12%
|
44,794
|
$3,480,000 | — | 31 Mar 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.11%
|
40,800
|
$3,168,936 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.1%
|
37,820
|
$2,937,479 | — | 31 Mar 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
0.1%
|
35,859
|
$2,785,168 | — | 31 Mar 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
34,660
|
$2,692,000 | — | 31 Mar 2023 | |
| Walleye Capital LLC |
13F
|
Company |
0.09%
|
34,065
|
$2,645,829 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
0.09%
|
33,682
|
$2,616,109 | — | 31 Mar 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.09%
|
32,423
|
$2,518,294 | — | 31 Mar 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.09%
|
31,623
|
$2,456,000 | — | 31 Mar 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.09%
|
31,163
|
$2,420,430 | — | 31 Mar 2023 | |
| Madison Wealth Partners, Inc |
13F
|
Company |
0.08%
|
30,091
|
$2,337,141 | — | 31 Mar 2023 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.08%
|
28,409
|
$2,206,528 | — | 31 Mar 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.08%
|
27,871
|
$2,164,740 | — | 31 Mar 2023 | |
| Magellan Asset Management Ltd |
13F
|
Company |
0.07%
|
26,159
|
$2,031,770 | — | 31 Mar 2023 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.06%
|
23,065
|
$1,791,000 | — | 31 Mar 2023 | |
| CWM, LLC |
13F
|
Company |
0.06%
|
21,900
|
$1,701,000 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.06%
|
21,706
|
$1,685,906 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.06%
|
20,155
|
$1,565,438 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.05%
|
19,599
|
$1,522,254 | — | 31 Mar 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.05%
|
19,564
|
$1,519,516 | — | 31 Mar 2023 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q2 2023
As of 30 Jun 2023,
MGE ENERGY INC - Common Stock (MGEE) was held by
197 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
19,553,845 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, FIRST TRUST ADVISORS LP, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, and NORTHERN TRUST CORP.
This page lists
198
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
203
Q2 2023 holders
197
Holder diff
-6
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.