Security record · archived quarter
MGEE
MGE Energy, Inc. · Utilities · Regulated Electric
98Tracked holders
+1Δ holders
16.38MShares held
$1.27BReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow -2.1% ·
net new positions +1.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 18.67K | $1.32M | +1 | n/a |
| Q2 2026 | 98 | +3 | 18.42M | $1.50B | +8 | −5 |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.46M | -4.5% | $421.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×10 |
| 2 | State Street Global Advisors ✦ (passive) | 1.92M | +1.4% | $148.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 1.64M | n/a | $126.83M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 925.77K | +0.4% | $71.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 684.27K | -0.4% | $52.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | First Trust Advisors Lp | 446.87K | -2.0% | $34.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Charles Schwab Investment… | 418.15K | -0.8% | $32.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northern Trust Corp | 360.85K | +2.5% | $27.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | Qube Research & Technologies Ltd | 330.04K | +25.2% | $25.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 320.42K | +0.6% | $24.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 11 | Morgan Stanley ✦ | 306.39K | -6.8% | $23.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 12 | Goldman Sachs Group ✦ | 226.49K | +4.8% | $17.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Nuveen, LLC | 185.45K | +16.3% | $14.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Legal & General Group Plc | 182.53K | -9.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Principal Financial Group Inc | 178.19K | +2.1% | $13.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 169.65K | +156.2% | $13.11M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 169.07K | +101.8% | $13.07M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Tudor Investment Corp Et Al | 159.62K | +51.9% | $12.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Victory Capital Management Inc | 134.36K | -81.4% | $10.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 122.77K | +12.5% | $9.49M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Invesco Ltd. | 116.21K | +6.5% | $8.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Bank Of America Corp /De/ | 99.83K | +50.2% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Rhumbline Advisers | 85.64K | +1.7% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | ProShare Advisors LLC | 83.38K | +1.1% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jane Street Group, Llc | 80.25K | +259.6% | $6.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Point72 Asset Management ✦ | 80.07K | New | $6.19M | 0.0% | New | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 79.33K | +6.3% | $6.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Swiss National Bank | 72.05K | 0.0% | $5.57M | 0.0% | Held | 2 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 68.21K | -0.7% | $5.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 30 | Renaissance Technologies ✦ | 67.60K | +46.0% | $5.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 67.45K | -1.9% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | UBS Group AG | 61.05K | -32.3% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | T. Rowe Price ✦ | 53.69K | +16.6% | $4.15M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 49.27K | -8.2% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 35 | Deutsche Bank Ag\ | 45.64K | +8.4% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 44.91K | -12.1% | $3.47M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 37 | Bank Of Montreal /Can/ | 44.56K | +40.4% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Alliancebernstein L.P. | 40.30K | -6.0% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 39.15K | -3.1% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 38.34K | -4.6% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Prudential Financial Inc | 37.24K | +8.9% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | American Century Companies Inc | 35.46K | +118.3% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | California State Teachers… | 34.86K | -0.8% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 34.22K | +23.2% | $2.64M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 45 | Sei Investments Co | 32.86K | +193.5% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Wells Fargo & Company/Mn | 32.37K | -46.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Russell Investments Group, Ltd. | 32.29K | +673.6% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 48 | Cetera Investment Advisers | 32.25K | -0.7% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Connor, Clark & Lunn Investment… | 22.60K | +1.0% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Squarepoint Ops LLC | 22.54K | +182.3% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 21.40K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 52 | LPL Financial LLC | 20.43K | -3.6% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 20.25K | +27266.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 17.44K | -34.4% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.31K | +0.8% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | State Of Wisconsin Investment Board | 16.97K | -34.3% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Manufacturers Life Insurance… | 16.67K | -3.1% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Janus Henderson Group Plc | 16.38K | 0.0% | $1.27M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Susquehanna International Group, Llp | 14.16K | New | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 60 | New York State Common Retirement… | 12.51K | 0.0% | $966,743 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 12.50K | +17.6% | $965,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Cwm, Llc | 11.67K | +12.9% | $901,837 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Lido Advisors, LLC | 11.34K | -5.4% | $876,405 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Mercer Global Advisors Inc /Adv | 10.53K | -1.3% | $813,830 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Creative Planning | 10.36K | +24.2% | $800,833 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Northwestern Mutual Wealth… | 10.24K | -18.3% | $791,527 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | State Board Of Administration Of… | 10.15K | 0.0% | $784,416 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Mackenzie Financial Corp | 9.81K | New | $758,369 | 0.0% | New | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 9.74K | -1.3% | $752,572 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Barclays Plc | 8.99K | -84.6% | $694,836 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 71 | Zurcher Kantonalbank (Zurich… | 8.63K | +12.0% | $667,245 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 8.29K | -35.0% | $641,043 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Focus Partners Wealth | 7.22K | -2.8% | $558,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | HighTower Advisors, LLC | 6.88K | -1.4% | $531,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Voya Investment Management Llc | 6.64K | -1.5% | $512,974 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 6.44K | -36.4% | $507,380 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 6.43K | -3.2% | $496,803 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 78 | Daiwa Securities Group Inc. | 6.08K | New | $469,769 | 0.0% | New | 1 | SEC ↗ |
| 79 | Universal- Beteiligungs- und… | 6.06K | +1.2% | $468,456 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Citigroup Inc | 5.90K | -39.0% | $456,166 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Royal Bank Of Canada | 5.48K | -17.5% | $423,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 82 | Canada Pension Plan Investment Board | 5.20K | 0.0% | $401,908 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Baird Financial Group, Inc. | 5.08K | -20.1% | $393,020 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 84 | Jones Financial Companies Lllp | 4.91K | +65.9% | $374,921 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Cerity Partners LLC | 4.60K | +33.4% | $355,773 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 86 | Stifel Financial Corp | 4.25K | +0.3% | $328,770 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 87 | Pictet Asset Management Holding SA | 4.18K | -36.9% | $322,840 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Capstone Investment Advisors, Llc | 4.10K | -40.6% | $317,198 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Franklin Resources Inc | 4.03K | -8.0% | $311,788 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 90 | Corient Private Wealth LP | 3.52K | -65.3% | $272,381 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Mariner, LLC | 3.43K | +27.3% | $265,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Blair William & Co/Il | 3.00K | -3.1% | $232,256 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 3.00K | -35.9% | $231,561 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 94 | CIBC Bancorp USA Inc. | 2.82K | n/a | $218,127 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 95 | Mitsubishi UFJ Asset Management… | 96 | 0.0% | $7,420 | 0.0% | Held | 2 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 41 | -98.3% | $3,169 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 97 | Optiver Holding B.V. | 4 | -94.4% | $309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Assetmark, Inc | 1 | -92.3% | $77 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $6.19M | 0.0% |
| Hrt Financial Lp | $1.65M | 0.0% |
| Susquehanna International… | $1.09M | 0.0% |
| Mackenzie Financial Corp | $758,369 | 0.0% |
| Daiwa Securities Group Inc. | $469,769 | 0.0% |
Exited
| Royal London Asset Management… | $2.78M | was 0.0% |
| Balyasny Asset Management L.P. | $1.42M | was 0.0% |
| D. E. Shaw & Co. | $1.26M | was 0.0% |
| Simplex Trading, Llc | $8,547 | 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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Sep 09
Berbee James G
Director · 275 sh @ 77.35 · $21,251
Aug 19
Berbee James G
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
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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