MGE Energy Inc (MGEE) Ownership

70.93 ↑0.36 (0.50%)
As of January 27, 2023, 3:58pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of MGE Energy Inc (MGEE), owning a total of 4 million shares. Combined, the top 23 institutional holders of MGEE own 51.95% of the company with a total of 18.8 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of MGEE by 2.3 million shares. 9 institutions bought 2,619,608 total additional shares and increased their ownership by an average of 16.68%. However 10 institutions sold 284,295 total shares and decreased their ownership by an average of 6.8%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MGE Energy increased by a net total of 2,335,313 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.071%0.681%4,003,80427,0712022-09-30
BlackRock Inc7.458%-0.118%2,697,065-3,1732022-09-30
T. Rowe Price Investment Management,Inc.6.751%0.000%2,441,4432,441,4432022-09-30
Victory Capital Management Inc.3.135%-10.219%1,133,547-129,0222022-09-30
State Street Corporation2.730%-0.777%987,076-7,7282022-09-30
Dimensional Fund Advisors, Inc.2.070%0.458%748,5113,4122022-09-30
Goldman Sachs Group Inc1.845%-3.975%667,177-27,6212022-09-30
Geode Capital Management, LLC1.821%0.941%658,5236,1372022-09-30
Northern Trust Corp1.183%-0.648%427,658-2,7912022-09-30
Silvercrest Asset Management Group LLC1.134%-6.776%409,958-29,7992022-09-30
Gabelli Funds LLC1.098%0.000%397,00002022-09-30
Bank of New York Mellon Corp0.973%5.311%351,79617,7402022-09-30
Charles Schwab Investment Management Inc0.963%2.478%348,2428,4222022-09-30
Royal London Asset Management Ltd0.597%-5.050%215,726-11,4732022-09-30
Nuveen Asset Management, LLC0.565%4.965%204,3319,6652022-09-30
Millennium Management LLC0.508%134.961%183,528105,4182022-09-30
Legal & General Group PLC0.436%-22.242%157,513-45,0552022-09-30
Morgan Stanley - Brokerage Accounts0.385%-15.343%139,160-25,2212022-09-30
Swiss National Bank0.237%0.351%85,7503002022-09-30
Amvescap Plc.0.225%-2.886%81,171-2,4122022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.071%0.681%4,003,80427,0712022-09-30
BlackRock Inc7.458%-0.118%2,697,065-3,1732022-09-30
T. Rowe Price Investment Management,Inc.6.751%0.000%2,441,4432,441,4432022-09-30
T. Rowe Price Associates, Inc.6.401%9.044%2,314,802191,9952022-06-30
Victory Capital Management Inc.3.135%-10.219%1,133,547-129,0222022-09-30
State Street Corporation2.730%-0.777%987,076-7,7282022-09-30
Dimensional Fund Advisors, Inc.2.070%0.458%748,5113,4122022-09-30
Goldman Sachs Group Inc1.845%-3.975%667,177-27,6212022-09-30
Geode Capital Management, LLC1.821%0.941%658,5236,1372022-09-30
Northern Trust Corp1.183%-0.648%427,658-2,7912022-09-30
Silvercrest Asset Management Group LLC1.134%-6.776%409,958-29,7992022-09-30
Gabelli Funds LLC1.098%0.000%397,00002022-09-30
Bank of New York Mellon Corp0.973%5.311%351,79617,7402022-09-30
Charles Schwab Investment Management Inc0.963%2.478%348,2428,4222022-09-30
Royal London Asset Management Ltd0.597%-5.050%215,726-11,4732022-09-30
Nuveen Asset Management, LLC0.565%4.965%204,3319,6652022-09-30
Millennium Management LLC0.508%134.961%183,528105,4182022-09-30
Legal & General Group PLC0.436%-22.242%157,513-45,0552022-09-30
Morgan Stanley - Brokerage Accounts0.385%-15.343%139,160-25,2212022-09-30
Swiss National Bank0.237%0.351%85,7503002022-09-30
Amvescap Plc.0.225%-2.886%81,171-2,4122022-09-30
HRT FINANCIAL LLC0.187%889.308%67,45160,6332022-06-30
UBS Asset Mgmt Americas Inc0.184%-2.194%66,514-1,4922022-06-30

Mutual Fund Ownership

T. Rowe Price Small-Cap Value is the biggest individual fund holder of MGE Energy Inc (MGEE), owning a total of 1.2 million shares. Combined, the top 20 mutual fund holders of MGEE own 28.17% of the company with a total of 10.2 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders decreased their combined ownership of MGEE by 56 thousand shares. None of the mutual funds bought any additional shares. However 2 funds sold 55,944 total shares and decreased their ownership by an average of 9.93%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MGE Energy decreased by a net total of -55,944 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Goldman Sachs Small Cap Value A0.854%-10.942%308,801-37,9412022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.508%-8.922%183,788-18,0032022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Small-Cap Value3.202%8.947%1,158,03795,1002022-09-30
Vanguard Total Stock Mkt Idx Inv2.957%0.237%1,069,2012,5232022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.933%-1.140%1,060,523-12,2252022-09-30
Vanguard Small Cap Index2.581%0.008%933,444762022-11-30
iShares Russell 2000 ETF2.314%-0.829%836,935-7,0002022-12-30
Vanguard Small Cap Value Index Inv1.790%1.425%647,3919,0932022-11-30
Victory Sycamore Small Company Opp R1.446%-13.096%522,900-78,8002022-09-30
Victory Small Cap Value CIT (Net 75)1.446%-13.096%522,900-78,8002022-09-30
Vanguard Extended Market Index Investor1.361%0.378%492,1691,8542022-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z1.292%8.650%467,26937,2002022-09-30
Goldman Sachs Small Cap Value A0.854%-10.942%308,801-37,9412022-12-31
Gabelli Utilities AAA0.830%0.000%300,00002022-09-30
Fidelity® Small Cap Index0.799%2.627%288,8767,3952022-10-31
DFA US Small Cap I0.752%0.000%271,95202022-11-30
T. Rowe Price Small-Cap Stock0.713%-0.616%257,976-1,6002022-09-30
Vanguard Utilities ETF0.646%-0.941%233,536-2,2182022-11-30
Vanguard Dividend Appreciation ETF0.635%0.607%229,7291,3862022-11-30
iShares Russell 2000 Value ETF0.610%0.000%220,64502022-12-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.508%-8.922%183,788-18,0032022-12-31
Fidelity® Extended Market Index0.506%0.000%182,84202022-11-30

Discussions

Please log in or register to share your thoughts.

a

$MGEE watch this fly!!!!

0 Like Report