Security key
55277P104
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 36,606,049
- Total 13F shares
- 22,159,300
- Share change
- -955,524
- Total reported value
- $1,655,808,897
- Price per share
- $74.72
- Number of holders
- 256
- Value change
- -$71,828,056
- Number of buys
- 136
- Number of sells
- 85
Report period
Q2 2024
Institutions
256
Top holders
10
MGEE full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
16%
|
5,922,770
|
$466,240,489 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
13%
|
4,699,072
|
$369,910,948 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
1,482,653
|
$116,714,444 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
3.9%
|
1,442,919
|
$113,586,583 | — | 31 Mar 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
2.6%
|
951,735
|
$74,921,000 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
826,792
|
$65,094,695 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
2.1%
|
781,244
|
$61,499,536 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
762,863
|
$60,052,609 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
428,535
|
$33,734,250 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
394,131
|
$31,025,992 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
384,454
|
$30,264,220 | — | 31 Mar 2024 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.89%
|
325,276
|
$25,605,741 | — | 31 Mar 2024 | |
| GABELLI FUNDS LLC |
13F
|
Company |
0.88%
|
322,500
|
$25,387,200 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.84%
|
306,663
|
$24,140,624 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.82%
|
298,617
|
$23,507,130 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.79%
|
289,032
|
$22,752,599 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.62%
|
225,928
|
$17,785,051 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.56%
|
204,745
|
$16,117,526 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.56%
|
204,066
|
$16,064,076 | — | 31 Mar 2024 | |
| SPEECE THORSON CAPITAL GROUP INC |
13F
|
Company |
0.31%
|
114,143
|
$8,985,000 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.29%
|
107,630
|
$8,472,667 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.26%
|
96,910
|
$7,628,756 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.25%
|
90,905
|
$7,156,022 | — | 31 Mar 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.21%
|
76,419
|
$6,015,704 | — | 31 Mar 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.2%
|
74,120
|
$5,834,726 | — | 31 Mar 2024 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
13F
|
Company |
0.2%
|
72,400
|
$5,699,328 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
71,350
|
$5,616,672 | — | 31 Mar 2024 | |
| HARBOUR INVESTMENTS, INC. |
13F
|
Company |
0.18%
|
66,651
|
$5,246,791 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.17%
|
61,287
|
$4,824,511 | — | 31 Mar 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.16%
|
58,804
|
$4,629,050 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
56,359
|
$4,436,581 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.14%
|
52,565
|
$4,138,000 | — | 31 Mar 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.14%
|
52,078
|
$4,100,000 | — | 31 Mar 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
46,100
|
$3,628,992 | — | 31 Mar 2024 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.12%
|
44,095
|
$3,471,158 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.11%
|
42,032
|
$3,308,759 | — | 31 Mar 2024 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.11%
|
40,495
|
$3,187,766 | — | 31 Mar 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.11%
|
39,874
|
$3,138,881 | — | 31 Mar 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.1%
|
37,515
|
$2,953,181 | — | 31 Mar 2024 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.1%
|
36,707
|
$2,889,575 | — | 31 Mar 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.1%
|
36,518
|
$2,874,697 | — | 31 Mar 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.1%
|
36,211
|
$2,850,530 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.09%
|
33,553
|
$2,641,292 | — | 31 Mar 2024 | |
| US BANCORP \DE\ |
13F
|
Company |
0.09%
|
33,326
|
$2,623,423 | — | 31 Mar 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.09%
|
32,969
|
$2,595,320 | — | 31 Mar 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.09%
|
32,886
|
$2,588,785 | — | 31 Mar 2024 | |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
13F
|
Company |
0.09%
|
32,672
|
$2,571,940 | — | 31 Mar 2024 | |
| TEXAS PERMANENT SCHOOL FUND CORP |
13F
|
Company |
0.09%
|
31,649
|
$2,491,409 | — | 31 Mar 2024 | |
| Walkner Condon Financial Advisors LLC |
13F
|
Company |
0.09%
|
31,613
|
$2,488,585 | — | 31 Mar 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.09%
|
31,372
|
$2,470,000 | — | 31 Mar 2024 |
Institutional Holders of MGE ENERGY INC - Common Stock (MGEE) as of Q2 2024
As of 30 Jun 2024,
MGE ENERGY INC - Common Stock (MGEE) was held by
256 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,159,300 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, DIMENSIONAL FUND ADVISORS LP, Bank of New York Mellon Corp, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, and NORTHERN TRUST CORP.
This page lists
255
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
226
Q2 2024 holders
256
Holder diff
30
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 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.