Security record
MGEE
MGE Energy, Inc. · Utilities · Regulated Electric
98Tracked holders
+3Δ holders
18.42MShares held
$1.50BReported value
+8New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +3.2% ·
share flow +12.9% ·
net new positions +3.1%
— 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 | 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 | — | −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 ↗ |
| 2 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 6.09M | +11.6% | $496.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (passive) | 2.05M | +6.8% | $167.14M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | Vanguard Capital Management Llc | 1.70M | +3.8% | $138.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 1.01M | +8.6% | $81.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passive) | 1.01M | +8.6% | $81.97M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 700.97K | +2.4% | $57.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 545.47K | +78.0% | $44.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 486.96K | +188.0% | $39.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | First Trust Advisors Lp | 447.44K | +0.1% | $36.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Charles Schwab Investment… | 434.56K | +3.9% | $35.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 394.58K | +9.3% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Nuveen, LLC | 337.69K | +82.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Nuveen, LLC | 337.69K | +82.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Nuveen, LLC | 337.69K | +82.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nuveen, LLC | 337.69K | +82.1% | $27.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 332.19K | +3.7% | $27.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 329.71K | -0.1% | $26.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 300.29K | +777.6% | $24.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | Legal & General Group Plc | 189.40K | +3.8% | $15.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Legal & General Group Plc | 189.40K | +3.8% | $15.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 184.13K | -18.7% | $15.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 184.13K | -18.7% | $15.01M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Principal Financial Group Inc | 182.43K | +2.4% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Principal Financial Group Inc | 182.43K | +2.4% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 147.74K | +228.9% | $12.05M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 147.74K | +228.9% | $12.05M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 65 | Tudor Investment Corp Et Al | 124.29K | -22.1% | $10.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Arrowstreet Capital ✦ | 119.54K | -2.6% | $9.75M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Victory Capital Management Inc | 113.93K | -15.2% | $9.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Invesco Ltd. | 111.48K | -4.1% | $9.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Soros Fund Management ✦ | 106.81K | New | $8.71M | 0.1% | New | 1 | SEC ↗ |
| 74 | Millennium Management ✦ | 104.89K | -38.2% | $8.55M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 75 | UBS Group AG | 100.35K | +64.4% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | UBS Group AG | 100.35K | +64.4% | $8.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | ProShare Advisors LLC | 92.28K | +10.7% | $7.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Rhumbline Advisers | 91.66K | +7.0% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 82.91K | +22.9% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 82.91K | +22.9% | $6.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Bank Of America Corp /De/ | 82.80K | -17.1% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank Of America Corp /De/ | 82.80K | -17.1% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 82.80K | -17.1% | $6.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Renaissance Technologies ✦ | 81.30K | +20.3% | $6.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 85 | Swiss National Bank | 73.75K | +2.4% | $6.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 65.89K | -3.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Point72 Asset Management ✦ | 65.88K | -17.7% | $5.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | American Century Companies Inc | 65.58K | +84.9% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | T. Rowe Price ✦ | 62.01K | +15.5% | $5.06M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 97 | Balyasny Asset Management L.P. | 57.98K | New | $4.73M | 0.0% | New | 1 | SEC ↗ |
| 98 | Wells Fargo & Company/Mn | 54.48K | +68.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Wells Fargo & Company/Mn | 54.48K | +68.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Wells Fargo & Company/Mn | 54.48K | +68.3% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
“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% |
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% |
| 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)
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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