MGE ENERGY INC (MGEE) Institutional Ownership Changes & 13F Activity
MGE ENERGY INC (MGEE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Zimmer Partners, Lp, Westwood Holdings Group Inc, Two Sigma Investments, Lp, Aqr Capital Management Llc, and Silvercrest Asset Management Group Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | Buy | +1,610 | +9.7% | 18,284 | $1.49M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +126 | +393.8% | 158 | $12.88K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +102,824 | +229.0% | 147,735 | $12.05M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +2,171 | +61.6% | 5,695 | $464.37K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +8,288 | +23.8% | 43,145 | $3.52M | Q2 2026 | Aug 24, 2026 |
| Deprince Race & Zollo Inc | Buy | +73,787 | +26.6% | 350,904 | $28.61M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +8,920 | +84.7% | 19,450 | $1.59M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Buy | +8 | — | 8 | $642.00 | Q2 2026 | Aug 18, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +21,416 | +5354.0% | 21,816 | $1.78M | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +5,741 | +139.9% | 9,845 | $802.76K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -17 | -53.1% | 15 | $1.22K | Q2 2026 | Aug 17, 2026 |
| Zimmer Partners, Lp | Buy | +1,000,000 | — | 1,000,000 | $81.54M | Q2 2026 | Aug 14, 2026 |
| Westwood Holdings Group Inc | Buy | +530,621 | — | 530,621 | $43.27M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +317,887 | +188.0% | 486,961 | $39.71M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +266,075 | +777.6% | 300,293 | $24.49M | Q2 2026 | Aug 14, 2026 |
| Silvercrest Asset Management Group Llc | Sell | -213,417 | -96.5% | 7,846 | $639.80K | Q2 2026 | Aug 14, 2026 |
| Yaupon Capital Management Lp | Buy | +200,000 | — | 200,000 | $16.31M | Q2 2026 | Aug 14, 2026 |
| Seven Grand Managers, Llc | Buy | +125,000 | — | 125,000 | $10.19M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +111,477 | — | 111,477 | $9.09M | Q2 2026 | Aug 14, 2026 |
| Soros Fund Management Llc | Buy | +106,813 | — | 106,813 | $8.71M | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, Lp | Buy | +100,000 | — | 100,000 | $8.15M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +82,910 | — | 82,910 | $6.76M | Q2 2026 | Aug 14, 2026 |
| Vennlight Capital Management, Lp | Buy | +68,585 | — | 68,585 | $5.59M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -64,760 | -38.2% | 104,886 | $8.55M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Buy | +57,983 | — | 57,983 | $4.73M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -42,357 | -18.7% | 184,129 | $15.01M | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors Llc | Buy | +39,485 | +337.4% | 51,187 | $4.17M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Sell | -35,336 | -22.1% | 124,286 | $10.13M | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners Lp | Buy | +29,855 | — | 29,855 | $2.43M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +23,455 | +509.6% | 28,058 | $2.29M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about MGEE activity
Which institutional owners are buying MGEE?
Institutional owners buying MGEE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MGEE activity?
"Buy" means an investor increased their reported position in MGEE compared to the prior reporting period. This reflects growing exposure to MGE ENERGY INC (MGEE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MGEE increasing?
Institutional interest in MGEE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MGEE Institutional Insights
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- MGEE Insider Trading & SEC Form 4 Activity
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