Effectdossier · gearchiveerd kwartaal
MGEE
MGE Energy, Inc. · Utilities · Regulated Electric
96Gevolgde houders
-1Δ houders
19.63MGehouden aandelen
$1.54BGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.0% ·
aandelenstroom +0.1% ·
netto nieuwe posities -1.0%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 4.55M | -0.1% | $356.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | State Street Global Advisors ✦ (passief) | 1.89M | -1.6% | $148.46M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Victory Capital Management Inc | 722.35K | n/a | $56.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 687.31K | n/a | $53.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | First Trust Advisors Lp | 455.94K | n/a | $35.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Charles Schwab Investment… | 421.49K | n/a | $33.05M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Northern Trust Corp | 352.12K | n/a | $27.61M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 8 | Morgan Stanley ✦ | 328.61K | -2.9% | $25.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Goldman Sachs Group ✦ | 216.17K | +9.6% | $16.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Legal & General Group Plc | 201.53K | n/a | $15.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Principal Financial Group Inc | 174.48K | n/a | $13.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 109.16K | +206.0% | $8.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Invesco Ltd. | 109.09K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Tudor Investment Corp Et Al | 105.11K | n/a | $8.24M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rhumbline Advisers | 84.24K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 83.78K | +3.8% | $6.57M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 68.79K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | UBS AM, a distinct business unit of… | 68.71K | n/a | $5.39M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Bank Of America Corp /De/ | 66.45K | n/a | $5.21M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Wells Fargo & Company/Mn | 60.78K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Barclays Plc | 58.22K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | JPMorgan Chase ✦ | 53.66K | -68.3% | $4.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 23 | Renaissance Technologies ✦ | 46.30K | +6.7% | $3.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | T. Rowe Price ✦ | 46.05K | +13.9% | $3.61M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Alliancebernstein L.P. | 42.90K | n/a | $3.36M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Deutsche Bank Ag\ | 42.11K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Commonwealth Equity Services, Llc | 40.41K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 40.20K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Royal London Asset Management Ltd | 35.41K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | California State Teachers… | 35.13K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Prudential Financial Inc | 34.19K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 31.75K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | AQR Capital Management ✦ | 27.78K | -8.3% | $2.18M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 34 | State Of Wisconsin Investment Board | 25.83K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Manufacturers Life Insurance… | 17.20K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | American Century Companies Inc | 16.25K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 16.07K | +123.5% | $1.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 12.77K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 12.53K | n/a | $982,445 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | New York State Common Retirement… | 12.51K | n/a | $980,877 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 11.19K | n/a | $877,833 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Mercer Global Advisors Inc /Adv | 10.66K | n/a | $836,327 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | State Board Of Administration Of… | 10.15K | n/a | $795,885 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Raymond James Financial Inc | 9.86K | n/a | $773,515 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Citigroup Inc | 9.68K | n/a | $759,027 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Voya Investment Management Llc | 6.74K | n/a | $528,237 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 6.64K | +68.5% | $521,017 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Royal Bank Of Canada | 6.64K | n/a | $520,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Pnc Financial Services Group, Inc. | 4.67K | n/a | $366,300 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Franklin Resources Inc | 4.38K | n/a | $343,794 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | Stifel Financial Corp | 4.24K | n/a | $332,577 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Blair William & Co/Il | 3.10K | n/a | $243,102 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 2.96K | n/a | $231,981 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 74 | n/a | $5,803 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 316 houders, 21.75M aandelen, $1.64B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Sep 09
Berbee James G
Director · 275 aand @ 77.35 · $21,251
Aug 19
Berbee James G
Director · 261 aand @ 81.30 · $21,249
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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