Security record
MGEE
MGE Energy, Inc. · Utilities · Regulated Electric
97Tracked holders
+3Δ holders
18.42MShares held
$1.50BReported value
+8New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow +12.9% ·
net new positions +2.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 18 | 0 | 14.19M | $1.19B | — | — |
| Q2 2025 | 15 | +1 | 13.45M | $1.19B | +1 | — |
| Q1 2025 | 11 | +4 | 3.09M | $287.33M | +4 | — |
| Q4 2024 | 7 | -1 | 2.58M | $242.51M | — | −1 |
| Q3 2024 | 7 | -2 | 1.04M | $94.90M | — | −2 |
| Q2 2024 | 9 | — | 1.07M | $80.03M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ ×11 |
| 2 | State Street Global Advisors ✦ (passive) | 2.05M | +6.8% | $167.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 1.70M | +3.8% | $138.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.01M | +8.6% | $81.97M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 7 | Two Sigma Investments ✦ | 486.96K | +188.0% | $39.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 8 | First Trust Advisors Lp | 447.44K | +0.1% | $36.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Charles Schwab Investment… | 434.56K | +3.9% | $35.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Nuveen, LLC | 337.69K | +82.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 13 | Qube Research & Technologies Ltd | 329.71K | -0.1% | $26.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 15 | Legal & General Group Plc | 189.40K | +3.8% | $15.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Goldman Sachs Group ✦ | 184.13K | -18.7% | $15.01M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 17 | Principal Financial Group Inc | 182.43K | +2.4% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Citadel Advisors ✦ | 147.74K | +228.9% | $12.05M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 19 | Tudor Investment Corp Et Al | 124.29K | -22.1% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 119.54K | -2.6% | $9.75M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Victory Capital Management Inc | 113.93K | -15.2% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 23 | Soros Fund Management ✦ | 106.81K | New | $8.71M | 0.1% | New | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 104.89K | -38.2% | $8.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 25 | UBS Group AG | 100.35K | +64.4% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | ProShare Advisors LLC | 92.28K | +10.7% | $7.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Rhumbline Advisers | 91.66K | +7.0% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 82.91K | +22.9% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Bank Of America Corp /De/ | 82.80K | -17.1% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Renaissance Technologies ✦ | 81.30K | +20.3% | $6.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 31 | Swiss National Bank | 73.75K | +2.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 33 | Point72 Asset Management ✦ | 65.88K | -17.7% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | American Century Companies Inc | 65.58K | +84.9% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 62.01K | +15.5% | $5.06M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | Balyasny Asset Management L.P. | 57.98K | New | $4.73M | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 54.48K | +68.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Deutsche Bank Ag\ | 51.01K | +11.8% | $4.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | JPMorgan Chase ✦ | 43.79K | -11.1% | $3.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 40 | Russell Investments Group, Ltd. | 42.73K | +32.3% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 41 | Commonwealth Equity Services, Llc | 39.45K | +0.8% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Prudential Financial Inc | 38.93K | +4.5% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 40.60K | +0.7% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Us Bancorp \De\ | 36.96K | -3.6% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Cetera Investment Advisers | 32.25K | 0.0% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 30.48K | +74.8% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Cerity Partners LLC | 28.06K | +509.6% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Sei Investments Co | 27.13K | -17.4% | $2.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Quantinno Capital Management LP | 25.10K | +100.9% | $2.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Citigroup Inc | 22.88K | +287.7% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Creative Planning | 22.76K | +119.7% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Mariner, LLC | 21.36K | +522.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 19.45K | +84.7% | $1.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Manufacturers Life Insurance… | 18.28K | +9.7% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 17.62K | +112.5% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 17.34K | +0.1% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 16.56K | -62.8% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 58 | Wealth Enhancement Advisory… | 15.59K | +142.1% | $1.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Hsbc Holdings Plc | 14.62K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 60 | LPL Financial LLC | 13.90K | -31.9% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | New York State Common Retirement… | 13.81K | +10.4% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Fifth Third Bancorp | 12.05K | -40.5% | $982,720 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Zurcher Kantonalbank (Zurich… | 11.34K | +31.4% | $924,827 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Focus Partners Wealth | 11.23K | +55.5% | $915,664 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 11.06K | +101.9% | $901,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 66 | Lido Advisors, LLC | 11.04K | -2.7% | $899,879 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | D. E. Shaw & Co. ✦ | 10.71K | New | $873,293 | 0.0% | New | 1 | SEC ↗ |
| 68 | Squarepoint Ops LLC | 10.61K | -53.0% | $864,895 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Canada Pension Plan Investment Board | 10.60K | +103.8% | $864,324 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Northwestern Mutual Wealth… | 10.38K | +1.4% | $846,304 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | State Board Of Administration Of… | 10.15K | 0.0% | $827,549 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Capstone Investment Advisors, Llc | 9.85K | +139.9% | $802,761 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Holocene Advisors, LP | 9.79K | New | $798,195 | 0.0% | New | 1 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 9.51K | +47.9% | $775,113 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 75 | Raymond James Financial Inc | 9.23K | -5.2% | $752,695 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 76 | Connor, Clark & Lunn Investment… | 7.96K | -64.8% | $648,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | GAMCO Investors ✦ | 7.80K | New | $636,012 | 0.0% | New | 1 | SEC ↗ |
| 78 | Voya Investment Management Llc | 7.21K | +8.6% | $587,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Barclays Plc | 7.19K | -20.0% | $586,110 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | State Of Wisconsin Investment Board | 6.48K | -61.8% | $528,053 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Daiwa Securities Group Inc. | 6.40K | +5.3% | $522,101 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Corient Private Wealth LP | 6.03K | +71.0% | $491,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Jones Financial Companies Lllp | 5.54K | +12.9% | $442,095 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Captrust Financial Advisors | 5.19K | New | $423,062 | 0.0% | New | 1 | SEC ↗ |
| 85 | Baird Financial Group, Inc. | 5.08K | 0.0% | $414,631 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 86 | Universal- Beteiligungs- und… | 4.32K | -28.8% | $351,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 4.18K | 0.0% | $340,593 | 0.0% | Held | 3 | SEC ↗ |
| 88 | Stifel Financial Corp | 4.08K | -4.1% | $332,558 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 89 | Franklin Resources Inc | 3.96K | -1.8% | $322,980 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 90 | Pnc Financial Services Group, Inc. | 3.73K | +24.7% | $304,552 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 91 | Blair William & Co/Il | 3.60K | +19.9% | $293,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Man Group plc | 3.09K | New | $251,877 | 0.0% | New | 1 | SEC ↗ ×2 |
| 93 | CIBC Bancorp USA Inc. | 3.08K | +9.3% | $251,488 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 94 | Susquehanna International Group, Llp | 2.63K | -81.5% | $214,124 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Optiver Holding B.V. | 352 | +8700.0% | $28,702 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Mitsubishi UFJ Asset Management… | 96 | 0.0% | $7,828 | 0.0% | Held | 3 | SEC ↗ |
| 97 | Rockefeller Capital Management L.P. | 92 | +124.4% | $7,501 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $8.71M | 0.1% |
| Balyasny Asset Management L.P. | $4.73M | 0.0% |
| Hsbc Holdings Plc | $1.19M | 0.0% |
| D. E. Shaw & Co. | $873,293 | 0.0% |
| Holocene Advisors, LP | $798,195 | 0.0% |
| GAMCO Investors | $636,012 | 0.0% |
| Captrust Financial Advisors | $423,062 | 0.0% |
| Man Group plc | $251,877 | 0.0% |
Exited
| Jane Street Group, Llc | $6.20M | was 0.0% |
| Marshall Wace | $6.13M | was 0.0% |
| Hrt Financial Lp | $1.65M | was 0.0% |
| Mackenzie Financial Corp | $758,369 | was 0.0% |
| HighTower Advisors, LLC | $531,729 | was 0.0% |
| Assetmark, Inc | $77 | 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: Q2 2026 ·
Methodology ·
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