MGEE
MGE Energy, Inc. · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow +1.6% ·
net new positions -14.3%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 18.66K | $1.32M | n/a | n/a |
| Q2 2026 | 97 | +3 | 18.42M | $1.50B | +8 | −6 |
| Q1 2026 | 98 | +1 | 16.38M | $1.27B | +5 | −4 |
| Q4 2025 | 96 | -1 | 19.63M | $1.54B | n/a | −1 |
| Q3 2025 | 18 | 0 | 14.19M | $1.19B | n/a | n/a |
| Q2 2025 | 15 | +1 | 13.45M | $1.19B | +1 | n/a |
| Q1 2025 | 11 | +4 | 3.09M | $287.33M | +4 | n/a |
| Q4 2024 | 7 | -1 | 2.58M | $242.51M | n/a | −1 |
| Q3 2024 | 7 | -2 | 1.04M | $94.90M | n/a | −2 |
| Q2 2024 | 9 | n/a | 1.07M | $80.03M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.50M | n/a | $141.15M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 858.52K | -0.6% | $80.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Millennium Management ✦ | 106.61K | +134.8% | $10.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 40.36K | -0.3% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 34.45K | -27.9% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 31.58K | +14.1% | $2.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 6.96K | -3.5% | $654,206 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $483,405 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 316 holders, 21.75M shares, $1.64B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 275 sh @ 77.35 · $21,251
Director · 261 sh @ 81.30 · $21,249
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology