MGE Energy Inc (MGEE) Ownership

70.93 ↑0.36 (0.50%)

As of January 27, 2023, 3:58pm EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.071%	0.681%	4,003,804	27,071	2022-09-30
BlackRock Inc	7.458%	-0.118%	2,697,065	-3,173	2022-09-30
T. Rowe Price Investment Management,Inc.	6.751%	0.000%	2,441,443	2,441,443	2022-09-30
Victory Capital Management Inc.	3.135%	-10.219%	1,133,547	-129,022	2022-09-30
State Street Corporation	2.730%	-0.777%	987,076	-7,728	2022-09-30
Dimensional Fund Advisors, Inc.	2.070%	0.458%	748,511	3,412	2022-09-30
Goldman Sachs Group Inc	1.845%	-3.975%	667,177	-27,621	2022-09-30
Geode Capital Management, LLC	1.821%	0.941%	658,523	6,137	2022-09-30
Northern Trust Corp	1.183%	-0.648%	427,658	-2,791	2022-09-30
Silvercrest Asset Management Group LLC	1.134%	-6.776%	409,958	-29,799	2022-09-30
Gabelli Funds LLC	1.098%	0.000%	397,000	0	2022-09-30
Bank of New York Mellon Corp	0.973%	5.311%	351,796	17,740	2022-09-30
Charles Schwab Investment Management Inc	0.963%	2.478%	348,242	8,422	2022-09-30
Royal London Asset Management Ltd	0.597%	-5.050%	215,726	-11,473	2022-09-30
Nuveen Asset Management, LLC	0.565%	4.965%	204,331	9,665	2022-09-30
Millennium Management LLC	0.508%	134.961%	183,528	105,418	2022-09-30
Legal & General Group PLC	0.436%	-22.242%	157,513	-45,055	2022-09-30
Morgan Stanley - Brokerage Accounts	0.385%	-15.343%	139,160	-25,221	2022-09-30
Swiss National Bank	0.237%	0.351%	85,750	300	2022-09-30
Amvescap Plc.	0.225%	-2.886%	81,171	-2,412	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.071%	0.681%	4,003,804	27,071	2022-09-30
BlackRock Inc	7.458%	-0.118%	2,697,065	-3,173	2022-09-30
T. Rowe Price Investment Management,Inc.	6.751%	0.000%	2,441,443	2,441,443	2022-09-30
T. Rowe Price Associates, Inc.	6.401%	9.044%	2,314,802	191,995	2022-06-30
Victory Capital Management Inc.	3.135%	-10.219%	1,133,547	-129,022	2022-09-30
State Street Corporation	2.730%	-0.777%	987,076	-7,728	2022-09-30
Dimensional Fund Advisors, Inc.	2.070%	0.458%	748,511	3,412	2022-09-30
Goldman Sachs Group Inc	1.845%	-3.975%	667,177	-27,621	2022-09-30
Geode Capital Management, LLC	1.821%	0.941%	658,523	6,137	2022-09-30
Northern Trust Corp	1.183%	-0.648%	427,658	-2,791	2022-09-30
Silvercrest Asset Management Group LLC	1.134%	-6.776%	409,958	-29,799	2022-09-30
Gabelli Funds LLC	1.098%	0.000%	397,000	0	2022-09-30
Bank of New York Mellon Corp	0.973%	5.311%	351,796	17,740	2022-09-30
Charles Schwab Investment Management Inc	0.963%	2.478%	348,242	8,422	2022-09-30
Royal London Asset Management Ltd	0.597%	-5.050%	215,726	-11,473	2022-09-30
Nuveen Asset Management, LLC	0.565%	4.965%	204,331	9,665	2022-09-30
Millennium Management LLC	0.508%	134.961%	183,528	105,418	2022-09-30
Legal & General Group PLC	0.436%	-22.242%	157,513	-45,055	2022-09-30
Morgan Stanley - Brokerage Accounts	0.385%	-15.343%	139,160	-25,221	2022-09-30
Swiss National Bank	0.237%	0.351%	85,750	300	2022-09-30
Amvescap Plc.	0.225%	-2.886%	81,171	-2,412	2022-09-30
HRT FINANCIAL LLC	0.187%	889.308%	67,451	60,633	2022-06-30
UBS Asset Mgmt Americas Inc	0.184%	-2.194%	66,514	-1,492	2022-06-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Goldman Sachs Small Cap Value A	0.854%	-10.942%	308,801	-37,941	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.508%	-8.922%	183,788	-18,003	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
T. Rowe Price Small-Cap Value	3.202%	8.947%	1,158,037	95,100	2022-09-30
Vanguard Total Stock Mkt Idx Inv	2.957%	0.237%	1,069,201	2,523	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.933%	-1.140%	1,060,523	-12,225	2022-09-30
Vanguard Small Cap Index	2.581%	0.008%	933,444	76	2022-11-30
iShares Russell 2000 ETF	2.314%	-0.829%	836,935	-7,000	2022-12-30
Vanguard Small Cap Value Index Inv	1.790%	1.425%	647,391	9,093	2022-11-30
Victory Sycamore Small Company Opp R	1.446%	-13.096%	522,900	-78,800	2022-09-30
Victory Small Cap Value CIT (Net 75)	1.446%	-13.096%	522,900	-78,800	2022-09-30
Vanguard Extended Market Index Investor	1.361%	0.378%	492,169	1,854	2022-11-30
T. Rowe Price U.S. SC Value Eq Tr-Z	1.292%	8.650%	467,269	37,200	2022-09-30
Goldman Sachs Small Cap Value A	0.854%	-10.942%	308,801	-37,941	2022-12-31
Gabelli Utilities AAA	0.830%	0.000%	300,000	0	2022-09-30
Fidelity® Small Cap Index	0.799%	2.627%	288,876	7,395	2022-10-31
DFA US Small Cap I	0.752%	0.000%	271,952	0	2022-11-30
T. Rowe Price Small-Cap Stock	0.713%	-0.616%	257,976	-1,600	2022-09-30
Vanguard Utilities ETF	0.646%	-0.941%	233,536	-2,218	2022-11-30
Vanguard Dividend Appreciation ETF	0.635%	0.607%	229,729	1,386	2022-11-30
iShares Russell 2000 Value ETF	0.610%	0.000%	220,645	0	2022-12-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.508%	-8.922%	183,788	-18,003	2022-12-31
Fidelity® Extended Market Index	0.506%	0.000%	182,842	0	2022-11-30