Who owns MGE Energy (MGEE)
Which tracked institutional funds hold MGEE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGEE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
91 tracked funds added or opened MGEE while 42 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MGEE’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MGEE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 313 tracked filers holding MGEE, 192 increased or opened the position and 120 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MGEE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- Zimmer Partners, LP$82M
- WESTWOOD HOLDINGS GROUP INC$43M
- Yaupon Capital Management LP$16M
- SEGALL BRYANT & HAMILL, LLC$10M
- SEVEN GRAND MANAGERS, LLC$10M
- SOROS FUND MANAGEMENT LLC$9M
Full exits 23
- JANE STREET GROUP, LLC$6M
- MARSHALL WACE, LLP$6M
- SG Americas Securities, LLC$3M
- CANADA LIFE ASSURANCE Co$2M
- WEDGE CAPITAL MANAGEMENT L L P/NC$2M
- Thrivent Financial for Lutherans$2M
Largest adds
- BlackRock, Inc.$195M
- TWO SIGMA INVESTMENTS, LP$27M
- VANGUARD PORTFOLIO MANAGEMENT LLC$22M
- AQR CAPITAL MANAGEMENT LLC$22M
- GABELLI FUNDS LLC$21M
- MORGAN STANLEY$21M
Largest trims
- SILVERCREST ASSET MANAGEMENT GROUP LLC$16M
- MILLENNIUM MANAGEMENT LLC$5M
- GOLDMAN SACHS GROUP INC$2M
- TUDOR INVESTMENT CORP ET AL$2M
- BANK OF MONTREAL /CAN/$2M
- Quantbot Technologies LP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 6,093,900 | $497M | 24.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,793,808 | $228M | 11.0% | 2026-Q2 |
| STATE STREET CORP added | 2,049,814 | $167M | 8.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,702,695 | $139M | 6.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,005,058 | $82M | 4.0% | 2026-Q2 |
| Zimmer Partners, LP added | 1,000,000 | $82M | 3.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 700,969 | $57M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 545,468 | $44M | 2.1% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC new | 530,621 | $43M | 2.1% | 2026-Q2 |
| GABELLI FUNDS LLC added | 513,700 | $42M | 2.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 486,961 | $40M | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 447,445 | $36M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 434,562 | $35M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 394,580 | $32M | 1.6% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC added | 350,904 | $29M | 1.4% | 2026-Q2 |
| Nuveen, LLC added | 337,689 | $28M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 332,193 | $27M | 1.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 329,710 | $27M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 300,293 | $24M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 249,913 | $20M | 1.0% | 2026-Q2 |
| SPEECE THORSON CAPITAL GROUP INC added | 228,679 | $19M | 0.9% | 2026-Q2 |
| Yaupon Capital Management LP new | 200,000 | $16M | 0.8% | 2026-Q2 |
| Legal & General Group Plc added | 189,397 | $15M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 184,129 | $15M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 182,427 | $15M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 147,735 | $12M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 129,684 | $11M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC new | 125,019 | $10M | 0.5% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 125,000 | $10M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 124,286 | $10M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 119,543 | $10M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 113,927 | $9M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 111,477 | $9M | 0.4% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 106,813 | $9M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 104,886 | $9M | 0.4% | 2026-Q2 |
| UBS Group AG added | 100,350 | $8M | 0.4% | 2026-Q2 |
| Burkehill Global Management, LP new | 100,000 | $8M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC added | 92,281 | $8M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 91,655 | $7M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 82,910 | $7M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 82,804 | $7M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 81,300 | $7M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 73,750 | $6M | 0.3% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 73,449 | $6M | 0.3% | 2026-Q2 |
| Vennlight Capital Management, LP new | 68,585 | $6M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 65,895 | $5M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 65,875 | $5M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 65,581 | $5M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 62,664 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 62,010 | $5M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 57,983 | $5M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 54,484 | $4M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 51,187 | $4M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 51,012 | $4M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 48,934 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 43,787 | $4M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 43,145 | $4M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 42,732 | $3M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 42,694 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 40,604 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 39,448 | $3M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 38,934 | $3M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 36,960 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 35,872 | $3M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 33,810 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 32,252 | $3M | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 31,812 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,480 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 30,318 | $2M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 29,855 | $2M | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd | 29,683 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 29,126 | $2M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 28,526 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 28,058 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 28,007 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 27,131 | $2M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 25,875 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 25,390 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 25,372 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 25,102 | $2M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 24,114 | $2M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 23,330 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 22,883 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 22,762 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 21,888 | $2M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 21,816 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 21,358 | $2M | 0.1% | 2026-Q2 |
| Polymer Capital Management (US) LLC new | 20,000 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 19,450 | $2M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 19,242 | $2M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 19,110 | $2M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 18,284 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 18,276 | $1M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 17,623 | $1M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 17,404 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 17,335 | $1M | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 17,256 | $1M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 16,807 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 16,559 | $1M | 0.1% | 2026-Q2 |
| MAIRS & POWER INC new | 16,508 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.