MGEE Institutional Ownership & Shareholders
MGE ENERGY INC (MGEE) is currently held by 327 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.12B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of MGEE tracked by InsiderSet, reporting ownership valued at approximately $496.90M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $459.05M, representing an estimated loss of -7.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed MGEE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in MGE ENERGY INC (MGEE).
This page ranks the largest institutional MGEE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
327
Total Reported Value
$2.12B
Largest Holder
Blackrock, Inc.
Largest Position
$496.90M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 6,093,900 | $496,896,608 | $459,053,487 | -$37,843,121 | -7.62% | |
| Vanguard Portfolio Management Llc | 0.01% | 2,793,808 | $227,807,104 | $210,457,557 | -$17,349,547 | -7.62% | |
| State Street Corp | 0.00% | 2,049,814 | $167,141,834 | $154,412,489 | -$12,729,345 | -7.62% | |
| Vanguard Capital Management Llc | 0.00% | 1,702,695 | $138,837,750 | $128,264,014 | -$10,573,736 | -7.62% | |
| Geode Capital Management, Llc | 0.00% | 1,005,058 | $81,971,152 | $75,711,019 | -$6,260,133 | -7.64% | |
| Zimmer Partners, Lp | 1.93% | 1,000,000 | $81,540,000 | $75,330,000 | -$6,210,000 | -7.62% | |
| Dimensional Fund Advisors Lp | 0.01% | 700,969 | $57,154,790 | $52,803,995 | -$4,350,795 | -7.61% | |
| Morgan Stanley | 0.00% | 545,468 | $44,477,573 | $41,090,104 | -$3,387,469 | -7.62% | |
| Westwood Holdings Group Inc | 0.33% | 530,621 | $43,266,835 | $39,971,680 | -$3,295,155 | -7.62% | |
| Gabelli Funds Llc | 0.27% | 513,700 | $41,887,098 | $38,697,021 | -$3,190,077 | -7.62% | |
| Two Sigma Investments, Lp | 0.03% | 486,961 | $39,706,800 | $36,682,772 | -$3,024,028 | -7.62% | |
| First Trust Advisors Lp | 0.02% | 447,445 | $36,484,644 | $33,706,032 | -$2,778,612 | -7.62% | |
| Charles Schwab Investment Management Inc | 0.00% | 434,562 | $35,434,185 | $32,735,555 | -$2,698,630 | -7.62% | |
| Northern Trust Corp | 0.00% | 394,580 | $32,174,054 | $29,723,711 | -$2,450,343 | -7.62% | |
| Nuveen, Llc | 0.01% | 337,689 | $27,535,083 | $25,438,112 | -$2,096,971 | -7.62% | |
| Bank Of New York Mellon Corp | 0.00% | 332,193 | $27,086,981 | $25,024,099 | -$2,062,882 | -7.62% | |
| Qube Research & Technologies Ltd | 0.03% | 329,710 | $26,884,553 | $24,837,054 | -$2,047,499 | -7.62% | |
| Aqr Capital Management Llc | 0.01% | 300,293 | $24,485,865 | $22,621,072 | -$1,864,793 | -7.62% | |
| Vanguard Fiduciary Trust Co | 0.00% | 249,913 | $20,377,906 | $18,825,946 | -$1,551,960 | -7.62% | |
| Speece Thorson Capital Group Inc | 3.99% | 228,679 | $18,646,000 | $17,226,389 | -$1,419,611 | -7.61% | |
| Yaupon Capital Management Lp | 0.54% | 200,000 | $16,308,000 | $15,066,000 | -$1,242,000 | -7.62% | |
| Legal & General Group Plc | 0.00% | 189,397 | $15,443,432 | $14,267,276 | -$1,176,156 | -7.62% | |
| Goldman Sachs Group Inc | 0.00% | 184,129 | $15,013,907 | $13,870,438 | -$1,143,469 | -7.62% | |
| Principal Financial Group Inc | 0.01% | 182,427 | $14,875,097 | $13,742,226 | -$1,132,871 | -7.62% | |
| Citadel Advisors Llc | 0.01% | 147,735 | $12,046,311 | $11,128,878 | -$917,433 | -7.62% | |
| Public Sector Pension Investment Board | 0.03% | 129,684 | $10,574,433 | $9,769,096 | -$805,337 | -7.62% | |
| Segall Bryant & Hamill, Llc | 0.12% | 125,019 | $10,194,049 | $9,417,681 | -$776,368 | -7.62% | |
| Seven Grand Managers, Llc | 0.41% | 125,000 | $10,192,500 | $9,416,250 | -$776,250 | -7.62% | |
| Tudor Investment Corp Et Al | 0.04% | 124,286 | $10,134,280 | $9,362,464 | -$771,816 | -7.62% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 119,543 | $9,747,536 | $9,005,174 | -$742,362 | -7.62% | |
| Victory Capital Management Inc | 0.01% | 113,927 | $9,289,607 | $8,582,121 | -$707,486 | -7.62% | |
| Invesco Ltd. | 0.00% | 111,477 | $9,089,835 | $8,397,562 | -$692,273 | -7.62% | |
| Soros Fund Management Llc | 0.11% | 106,813 | $8,709,532 | $8,046,223 | -$663,309 | -7.62% | |
| Proshare Advisors Llc | 0.01% | 123,853 | $8,601,591 | $9,329,846 | +$728,255 | +8.47% | |
| Millennium Management Llc | 0.01% | 104,886 | $8,552,404 | $7,901,062 | -$651,342 | -7.62% | |
| Ubs Group Ag | 0.00% | 100,350 | $8,182,539 | $7,559,366 | -$623,174 | -7.62% | |
| Burkehill Global Management, Lp | 0.29% | 100,000 | $8,154,000 | $7,533,000 | -$621,000 | -7.62% | |
| Rhumbline Advisers | 0.01% | 91,655 | $7,473,531 | $6,904,371 | -$569,160 | -7.62% | |
| Ameriprise Financial Inc | 0.00% | 82,910 | $6,760,490 | $6,245,610 | -$514,880 | -7.62% | |
| Bank Of America Corp | 0.00% | 82,804 | $6,751,807 | $6,237,625 | -$514,182 | -7.62% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 81,300 | $6,629,202 | $6,124,329 | -$504,873 | -7.62% |
| Swiss National Bank | 0.00% | 73,750 | $6,013,575 | $5,555,588 | -$457,988 | -7.62% | |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 0.03% | 73,449 | $5,989,032 | $5,532,913 | -$456,119 | -7.62% | |
| Vennlight Capital Management, Lp | 3.75% | 68,585 | $5,592,421 | $5,166,508 | -$425,913 | -7.62% | |
| Point72 Asset Management, L.P. | 0.01% | 65,875 | $5,371,448 | $4,962,364 | -$409,084 | -7.62% | |
| American Century Companies Inc | 0.00% | 65,581 | $5,347,475 | $4,940,217 | -$407,258 | -7.62% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 68,207 | $5,271,718 | $5,138,033 | -$133,685 | -2.54% | |
| Harbour Investments, Inc. | 0.07% | 62,664 | $5,109,622 | $4,720,479 | -$389,143 | -7.62% | |
| Price T Rowe Associates Inc | 0.00% | 62,010 | $5,057,000 | $4,671,213 | -$385,787 | -7.63% | |
| Balyasny Asset Management L.P. | 0.01% | 57,983 | $4,727,934 | $4,367,859 | -$360,075 | -7.62% |
Frequently asked questions about MGEE
Who are the largest institutional holders of MGEE?
The largest institutional holders of MGEE reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported MGEE position.
What is MGEE institutional ownership?
This page tracks MGEE positions reported by institutional investment managers through SEC Form 13F. MGE ENERGY INC (MGEE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MGEE?
InsiderSet currently tracks 327 institutional managers reporting MGEE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MGEE shareholders.
How much MGEE stock do institutions own?
Institutional investment managers disclosed approximately $2.12B in MGEE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MGEE institutional ownership last updated?
The latest MGEE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MGEE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MGEE position after the reporting date.
Are institutions buying or selling MGEE?
Institutional buying and selling can be analyzed by comparing MGEE positions across consecutive 13F reporting periods. InsiderSet's MGEE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MGEE ownership changes.
How has MGEE institutional ownership changed over time?
InsiderSet tracks MGEE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.