- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 18,996,023
- Share change
- -233,338
- Total reported value
- $1,373,562,717
- Price per share
- $72.31
- Number of holders
- 227
- Value change
- -$16,745,796
- Number of buys
- 111
- Number of sells
- 74
Quarterly Holders Quick Answers
What is CUSIP 55277P104?
CUSIP 55277P104 identifies MGEE - MGE ENERGY INC - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
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- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 55277P104:
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%
|
4,171,963
|
$285,821,185 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
7.8%
|
2,855,922
|
$195,659,194 | — | 30 Sep 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
6.9%
|
2,528,396
|
$173,221,000 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.2%
|
1,169,321
|
$80,110,182 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.6%
|
967,095
|
$66,255,678 | — | 30 Sep 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
2.5%
|
924,584
|
$63,343,273 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
763,748
|
$52,330,805 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
751,959
|
$51,516,955 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
422,671
|
$28,957,190 | — | 30 Sep 2023 | |
| GABELLI FUNDS LLC |
13F
|
Company |
1.1%
|
389,000
|
$26,650,390 | — | 30 Sep 2023 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1%
|
381,274
|
$26,121,052 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
373,396
|
$25,581,336 | — | 30 Sep 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.92%
|
336,100
|
$23,026,211 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.79%
|
288,434
|
$19,760,614 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.76%
|
278,215
|
$19,060,511 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.72%
|
263,896
|
$18,079,515 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.46%
|
169,299
|
$11,598,805 | — | 30 Sep 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.39%
|
142,543
|
$9,765,620 | — | 30 Sep 2023 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
79,550
|
$5,449,970 | — | 30 Sep 2023 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.21%
|
75,760
|
$5,186,530 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
60,941
|
$4,175,068 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.17%
|
60,921
|
$4,173,698 | — | 30 Sep 2023 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
13F
|
Company |
0.16%
|
59,664
|
$4,087,581 | — | 30 Sep 2023 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0.16%
|
59,000
|
$4,042,105 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
56,639
|
$3,880,338 | — | 30 Sep 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.15%
|
56,337
|
$3,859,648 | — | 30 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.15%
|
55,317
|
$3,789,749 | — | 30 Sep 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.13%
|
49,299
|
$3,378,000 | — | 30 Sep 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.13%
|
47,058
|
$3,224,000 | — | 30 Sep 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
46,100
|
$3,158,311 | — | 30 Sep 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.12%
|
45,428
|
$3,112,272 | — | 30 Sep 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.11%
|
40,034
|
$2,742,729 | — | 30 Sep 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.1%
|
37,820
|
$2,591,048 | — | 30 Sep 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
0.1%
|
35,208
|
$2,412,100 | — | 30 Sep 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.09%
|
34,766
|
$2,381,819 | — | 30 Sep 2023 | |
| Walkner Condon Financial Advisors LLC |
13F
|
Company |
0.09%
|
31,327
|
$2,146,213 | — | 30 Sep 2023 | |
| Madison Wealth Partners, Inc |
13F
|
Company |
0.08%
|
29,271
|
$2,005,372 | — | 30 Sep 2023 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.08%
|
28,409
|
$1,946,301 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
0.08%
|
27,813
|
$1,905,499 | — | 30 Sep 2023 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.08%
|
27,724
|
$1,899,371 | — | 30 Sep 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.07%
|
26,176
|
$1,793,318 | — | 30 Sep 2023 | |
| Magellan Asset Management Ltd |
13F
|
Company |
0.07%
|
25,862
|
$1,771,806 | — | 30 Sep 2023 | |
| Cetera Advisor Networks LLC |
13F
|
Company |
0.07%
|
24,198
|
$1,657,777 | — | 30 Sep 2023 | |
| ALGERT GLOBAL LLC |
13F
|
Company |
0.06%
|
23,065
|
$1,580,000 | — | 30 Sep 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.06%
|
22,364
|
$1,532,155 | — | 30 Sep 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.06%
|
21,955
|
$1,504,137 | — | 30 Sep 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.06%
|
20,747
|
$1,421,376 | — | 30 Sep 2023 | |
| CWM, LLC |
13F
|
Company |
0.05%
|
19,237
|
$1,318,000 | — | 30 Sep 2023 | |
| MetLife Investment Management, LLC |
13F
|
Company |
0.05%
|
19,023
|
$1,303,266 | — | 30 Sep 2023 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.05%
|
18,808
|
$1,288,536 | — | 30 Sep 2023 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q4 2023
As of 31 Dec 2023,
MGE ENERGY INC - Common Stock (MGEE) was held by
227 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,996,023 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., VICTORY CAPITAL MANAGEMENT INC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, NORTHERN TRUST CORP, GABELLI FUNDS LLC, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
228
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
199
Q4 2023 holders
227
Holder diff
28
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.