MGE ENERGY INC - Common Stock (MGEE)

CUSIP: 55277P104

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / Common Stock
Shares outstanding
36,606,049
Total 13F shares
19,231,382
Share change
-327,956
Total reported value
$1,317,597,567
Price per share
$68.51
Number of holders
199
Value change
-$23,142,992
Number of buys
82
Number of sells
84

Quarterly Holders Quick Answers

What is CUSIP 55277P104?
CUSIP 55277P104 identifies MGEE - MGE ENERGY INC - Common Stock in SEC institutional holdings data.

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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
11%
4,174,598
$330,252,447 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
7.7%
2,816,120
$222,783,227 30 Jun 2023
13F
T. Rowe Price Investment Management, Inc.
13F
Company
7.3%
2,668,968
$211,143,000 30 Jun 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
3.1%
1,120,101
$88,611,190 30 Jun 2023
13F
STATE STREET CORP
13F
Company
2.7%
970,597
$76,783,929 30 Jun 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
2.5%
929,031
$73,495,639 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
2.1%
754,122
$59,658,171 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2%
735,783
$58,207,818 30 Jun 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.2%
433,274
$34,276,306 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
1.2%
428,303
$33,883,050 30 Jun 2023
13F
GABELLI FUNDS LLC
13F
Company
1.1%
396,500
$31,367,115 30 Jun 2023
13F
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
Company
1%
383,653
$30,350,759 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1%
368,704
$29,168,146 30 Jun 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.85%
310,061
$24,528,926 30 Jun 2023
13F
JPMORGAN CHASE & CO
13F
Company
0.79%
290,851
$23,009,224 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
0.78%
285,081
$22,552,759 30 Jun 2023
13F
ROYAL LONDON ASSET MANAGEMENT LTD
13F
Company
0.72%
262,631
$20,785,930 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
0.5%
181,723
$14,376,191 30 Jun 2023
13F
Legal & General Group Plc
13F
Company
0.4%
145,753
$11,530,518 30 Jun 2023
13F
Swiss National Bank
13F
Company
0.22%
78,750
$6,229,913 30 Jun 2023
13F
Invesco Ltd.
13F
Company
0.17%
64,043
$5,066,441 30 Jun 2023
13F
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
13F
Company
0.17%
60,604
$4,794,382 30 Jun 2023
13F
UBS Group AG
13F
Company
0.16%
59,779
$4,729,117 30 Jun 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.16%
59,620
$4,630,686 30 Jun 2023
13F
RHUMBLINE ADVISERS
13F
Company
0.15%
53,486
$4,231,277 30 Jun 2023
13F
HARBOUR INVESTMENTS, INC.
13F
Company
0.15%
53,407
$4,225,041 30 Jun 2023
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.14%
50,414
$3,988,251 30 Jun 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.13%
46,972
$3,715,954 30 Jun 2023
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.13%
46,046
$3,643,000 30 Jun 2023
13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
Company
0.13%
45,800
$3,623,238 30 Jun 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
0.12%
43,968
$3,478,308 30 Jun 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.1%
37,820
$2,991,940 30 Jun 2023
13F
US BANCORP \DE\
13F
Company
0.1%
35,263
$2,789,656 30 Jun 2023
13F
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
0.09%
34,725
$2,747,000 30 Jun 2023
13F
FMR LLC
13F
Company
0.09%
34,303
$2,713,671 30 Jun 2023
13F
State of New Jersey Common Pension Fund D
13F
Company
0.09%
32,423
$2,564,984 30 Jun 2023
13F
Madison Wealth Partners, Inc
13F
Company
0.08%
30,146
$2,384,824 30 Jun 2023
13F
DEUTSCHE BANK AG\
13F
Company
0.08%
29,001
$2,294,269 30 Jun 2023
13F
MARTINGALE ASSET MANAGEMENT L P
13F
Company
0.08%
28,409
$2,247,437 30 Jun 2023
13F
CREDIT SUISSE AG/
13F
Company
0.08%
27,498
$2,175,367 30 Jun 2023
13F
Magellan Asset Management Ltd
13F
Company
0.07%
25,575
$2,023,238 30 Jun 2023
13F
ALGERT GLOBAL LLC
13F
Company
0.06%
23,065
$1,825,000 30 Jun 2023
13F
BNP PARIBAS FINANCIAL MARKETS
13F
Company
0.06%
22,231
$1,758,694 30 Jun 2023
13F
LPL Financial LLC
13F
Company
0.06%
20,887
$1,652,370 30 Jun 2023
13F
CWM, LLC
13F
Company
0.06%
20,782
$1,644,000 30 Jun 2023
13F
Russell Investments Group, Ltd.
13F
Company
0.06%
20,296
$1,605,615 30 Jun 2023
13F
Edgestream Partners, L.P.
13F
Company
0.05%
19,798
$1,566,220 30 Jun 2023
13F
MACQUARIE GROUP LTD
13F
Company
0.05%
19,379
$1,533,073 30 Jun 2023
13F
MetLife Investment Management, LLC
13F
Company
0.05%
19,023
$1,504,910 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.05%
19,019
$1,504,590 30 Jun 2023
13F

Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q3 2023

As of 30 Sep 2023, MGE ENERGY INC - Common Stock (MGEE) was held by 199 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 19,231,382 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, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, NORTHERN TRUST CORP, and GABELLI FUNDS LLC. This page lists 200 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
197
Q3 2023 holders
199
Holder diff
2
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 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.
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