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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+1,610+9.7%18,284$1.49MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+126+393.8%158$12.88KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+102,824+229.0%147,735$12.05MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+2,171+61.6%5,695$464.37KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+8,288+23.8%43,145$3.52MQ2 2026Aug 24, 2026
Deprince Race & Zollo IncBuy+73,787+26.6%350,904$28.61MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+8,920+84.7%19,450$1.59MQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpBuy+88$642.00Q2 2026Aug 18, 2026
Public Employees Retirement System Of OhioBuy+21,416+5354.0%21,816$1.78MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcBuy+5,741+139.9%9,845$802.76KQ2 2026Aug 17, 2026
Caitlin John, LlcSell-17-53.1%15$1.22KQ2 2026Aug 17, 2026
Zimmer Partners, LpBuy+1,000,0001,000,000$81.54MQ2 2026Aug 14, 2026
Westwood Holdings Group IncBuy+530,621530,621$43.27MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+317,887+188.0%486,961$39.71MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+266,075+777.6%300,293$24.49MQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcSell-213,417-96.5%7,846$639.80KQ2 2026Aug 14, 2026
Yaupon Capital Management LpBuy+200,000200,000$16.31MQ2 2026Aug 14, 2026
Seven Grand Managers, LlcBuy+125,000125,000$10.19MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+111,477111,477$9.09MQ2 2026Aug 14, 2026
Soros Fund Management LlcBuy+106,813106,813$8.71MQ2 2026Aug 14, 2026
Burkehill Global Management, LpBuy+100,000100,000$8.15MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+82,91082,910$6.76MQ2 2026Aug 14, 2026
Vennlight Capital Management, LpBuy+68,58568,585$5.59MQ2 2026Aug 14, 2026
Millennium Management LlcSell-64,760-38.2%104,886$8.55MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Buy+57,98357,983$4.73MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-42,357-18.7%184,129$15.01MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+39,485+337.4%51,187$4.17MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlSell-35,336-22.1%124,286$10.13MQ2 2026Aug 14, 2026
Freestone Grove Partners LpBuy+29,85529,855$2.43MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+23,455+509.6%28,058$2.29MQ2 2026Aug 14, 2026
Showing 30 of 311

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.