Security key
55277P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 23,113,298
- Share change
- +4,104,235
- Total reported value
- $1,819,402,470
- Price per share
- $78.72
- Number of holders
- 226
- Value change
- +$326,434,822
- Number of buys
- 115
- Number of sells
- 114
Report period
Q1 2024
Institutions
226
Top holders
10
MGEE full security history
Newer quarter: Q2 2024
Previous quarter: Q4 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%
|
4,180,606
|
$302,299,620 | — | 31 Dec 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.2%
|
2,994,321
|
$216,519,324 | — | 31 Dec 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
5.6%
|
2,044,254
|
$147,821,000 | — | 31 Dec 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.4%
|
1,229,511
|
$88,905,941 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
2.8%
|
1,011,500
|
$73,141,565 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
802,466
|
$58,032,827 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
759,044
|
$54,886,676 | — | 31 Dec 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
429,779
|
$31,077,319 | — | 31 Dec 2023 | |
| GABELLI FUNDS LLC |
13F
|
Company |
1.1%
|
387,000
|
$27,983,970 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
378,940
|
$27,401,126 | — | 31 Dec 2023 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1%
|
376,361
|
$27,214,632 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.95%
|
346,922
|
$25,085,930 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.85%
|
312,048
|
$22,564,190 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.83%
|
302,681
|
$21,886,854 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.6%
|
218,118
|
$15,772,193 | — | 31 Dec 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.55%
|
199,555
|
$14,429,822 | — | 31 Dec 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.44%
|
161,317
|
$11,664,832 | — | 31 Dec 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.33%
|
120,811
|
$8,735,843 | — | 31 Dec 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.31%
|
113,513
|
$8,208,125 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
88,572
|
$6,404,641 | — | 31 Dec 2023 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.24%
|
86,717
|
$6,270,506 | — | 31 Dec 2023 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.23%
|
84,985
|
$6,145,000 | — | 31 Dec 2023 | |
| UBS Group AG |
13F
|
Company |
0.22%
|
81,385
|
$5,884,949 | — | 31 Dec 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.2%
|
72,253
|
$5,224,614 | — | 31 Dec 2023 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
71,350
|
$5,159,319 | — | 31 Dec 2023 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0.18%
|
66,304
|
$4,794,470 | — | 31 Dec 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.17%
|
63,972
|
$4,625,815 | — | 31 Dec 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.17%
|
62,317
|
$4,506,125 | — | 31 Dec 2023 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
13F
|
Company |
0.16%
|
60,102
|
$4,345,976 | — | 31 Dec 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.16%
|
59,816
|
$4,325,295 | — | 31 Dec 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.16%
|
57,486
|
$4,156,812 | — | 31 Dec 2023 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.15%
|
56,703
|
$4,100,196 | — | 31 Dec 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.14%
|
53,058
|
$3,837,000 | — | 31 Dec 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.13%
|
49,397
|
$3,571,897 | — | 31 Dec 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.13%
|
48,589
|
$3,514,000 | — | 31 Dec 2023 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
46,100
|
$3,333,491 | — | 31 Dec 2023 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.12%
|
45,068
|
$3,258,867 | — | 31 Dec 2023 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.1%
|
38,219
|
$2,763,616 | — | 31 Dec 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.1%
|
37,820
|
$2,734,764 | — | 31 Dec 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.09%
|
34,766
|
$2,513,929 | — | 31 Dec 2023 | |
| US BANCORP \DE\ |
13F
|
Company |
0.09%
|
33,660
|
$2,433,955 | — | 31 Dec 2023 | |
| Walkner Condon Financial Advisors LLC |
13F
|
Company |
0.09%
|
31,473
|
$2,275,804 | — | 31 Dec 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.08%
|
31,019
|
$2,242,983 | — | 31 Dec 2023 | |
| Madison Wealth Partners, Inc |
13F
|
Company |
0.08%
|
28,756
|
$2,079,334 | — | 31 Dec 2023 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.08%
|
28,329
|
$2,048,471 | — | 31 Dec 2023 | |
| Magellan Asset Management Ltd |
13F
|
Company |
0.07%
|
26,485
|
$1,915,130 | — | 31 Dec 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.07%
|
25,952
|
$1,876,589 | — | 31 Dec 2023 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.07%
|
25,783
|
$1,864,369 | — | 31 Dec 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.07%
|
25,219
|
$1,823,585 | — | 31 Dec 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.07%
|
24,576
|
$1,777,091 | — | 31 Dec 2023 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q1 2024
As of 31 Mar 2024,
MGE ENERGY INC - Common Stock (MGEE) was held by
226 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,113,298 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, STATE STREET CORP, VICTORY CAPITAL MANAGEMENT INC, T. Rowe Price Investment Management, Inc., GEODE CAPITAL MANAGEMENT, LLC, FIRST TRUST ADVISORS LP, DIMENSIONAL FUND ADVISORS LP, Bank of New York Mellon Corp, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
226
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
227
Q1 2024 holders
226
Holder diff
-1
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.