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MGE Energy Inc (MGEE)

CUSIP: 55277P104 | NYSE | Utilities · Utilities - Regulated Electric | Mid Cap | 814 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP693,151
0.0% of portfolio›$48.1M
Bank of New York Mellon Corp319,825
0.0% of portfolio›$22.2M
Principal Financial Group Inc180,616
0.0% of portfolio›$12.5M
ProShare Advisors LLC123,853
0.0% of portfolio›$8.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS104,209
0.0% of portfolio›$7.2M
US Bancorp \de\34,333
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC32,307
0.0% of portfolio›$2.2M
Thrivent Financial for Lutherans24,032
0.0% of portfolio›$1.7K
Creative Planning22,570
0.0% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd20,200
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund19,030
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC18,664
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC17,793
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D16,807
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System16,100
0.0% of portfolio›$1.1M
Park Capital Management, LLC / WI13,544
0.5% of portfolio›$940.6K
Moody National Bank Trust Division11,659
0.1% of portfolio›$809.7K
Fifth Third Bancorp11,498
0.0% of portfolio›$798.5K
Achmea Investment Management B.V.11,100
0.0% of portfolio›$771.5K
Hennessy Advisors Inc10,879
0.0% of portfolio›$755.5K
Lido Advisors, LLC10,857
0.0% of portfolio›$754.1K
Arizona State Retirement System10,638
0.0% of portfolio›$738.8K
Goldstein Advisors, LLC10,248
0.1% of portfolio›$711.7K
MBE Wealth Management, LLC10,168
0.2% of portfolio›$706.2K
Amalgamated Bank9,791
0.0% of portfolio›$680
Yousif Capital Management, LLC9,538
0.0% of portfolio›$662.4K
Alps Advisors Inc9,214
0.0% of portfolio›$639.9K
Inspire Investing, LLC9,163
0.0% of portfolio›$636.4K
New York State Teachers Retirement System8,700
0.0% of portfolio›$604
Form Wealth Advisors, LLC8,572
0.1% of portfolio›$595.3K
Oregon Public Employees Retirement Fund8,461
0.0% of portfolio›$587.6K
ICW Investment Advisors LLC8,457
0.2% of portfolio›$587.4K
Citigroup Inc8,381
0.0% of portfolio›$582.1K
Maryland State Retirement & Pension System8,363
0.0% of portfolio›$580.8K
State of Alaska, Department of Revenue7,518
0.0% of portfolio›$521
First Business Financial Services, Inc.7,458
0.0% of portfolio›$518.0K
Daiwa Securities Group Inc.7,397
0.0% of portfolio›$513.7K
Gamma Investing LLC7,034
0.0% of portfolio›$488.5K
Thompson Investment Management, Inc.6,836
0.1% of portfolio›$474.8K
DekaBank Deutsche Girozentrale6,711
0.0% of portfolio›$465
Walleye Partners, LLC6,672
0.5% of portfolio›$463.4K
Trust Point Inc.6,355
0.0% of portfolio›$441.4K
BKM Wealth Management, LLC5,088
0.1% of portfolio›$353.4K
Pictet Asset Management Holding SA4,624
0.0% of portfolio›$321.1K
J.W. Cole Advisors, Inc.4,489
0.0% of portfolio›$311.8K
GuidedMoney, LLC4,460
0.1% of portfolio›$309.7K
Mutual of America Capital Management LLC4,312
0.0% of portfolio›$299.5K
RMG Wealth Management LLC4,285
0.0% of portfolio›$317.8K
Xponance LLC3,759
0.0% of portfolio›$261.1K
HUB Investment Partners, LLC3,681
0.0% of portfolio›$255.6K
Annex Advisory Services, LLC3,671
0.0% of portfolio›$254.9K
Tower View Wealth Management LLC3,631
0.1% of portfolio›$252.2K
IFM Investors Pty Ltd3,593
0.0% of portfolio›$249.5K
ZWJ Investment Counsel Inc3,523
0.0% of portfolio›$244.7K
Associated Banc-Corp3,424
0.0% of portfolio›$237.8K
Oarsman Capital, Inc.3,405
0.0% of portfolio›$236.5K
Security National Bank3,269
0.0% of portfolio›$227.0K
Cambridge Investment Research Advisors, Inc.3,200
0.0% of portfolio›$222
Wisconsin Wealth Advisors, LLC3,117
0.2% of portfolio›$216.5K
Redmond Asset Management, LLC3,062
0.1% of portfolio›$212.7K
Abel Hall, LLC2,988
0.0% of portfolio›$207.5K
Bokf, NA2,368
0.0% of portfolio›$164.5K
Farther Finance Advisors, LLC2,055
0.0% of portfolio›$142.7K
Nisa Investment Advisors, LLC1,912
0.0% of portfolio›$132.8K
NBT Bank, N.A.1,785
0.0% of portfolio›$124.0K
Signaturefd, LLC1,759
0.0% of portfolio›$122.2K
Wealth Enhancement Trust Services, Inc.1,683
0.0% of portfolio›$116.9K
Pinnacle Wealth Planning Services, Inc.1,538
0.0% of portfolio›$106.8K
Steph & Co1,272
0.0% of portfolio›$88.3K
KBC Group NV1,204
0.0% of portfolio›$84
IFP Advisors, Inc1,127
0.0% of portfolio›$78.3K
Versant Capital Management, Inc892
0.0% of portfolio›$61.9K
Sterling Capital Management LLC757
0.0% of portfolio›$52.6K
Washington Trust Advisors, Inc.670
0.0% of portfolio›$46.5K
Parallel Advisors, LLC526
0.0% of portfolio›$36.5K
Private Trust Co NA505
0.0% of portfolio›$35.1K
EverSource Wealth Advisors, LLC483
0.0% of portfolio›$33.5K
Salomon & Ludwin, LLC445
0.0% of portfolio›$30.9K
Creative Financial Designs Inc436
0.0% of portfolio›$30.2K
Essential Partners LLC356
0.0% of portfolio›$24.7K
Birch Financial Group, LLC314
0.0% of portfolio›$21.8K
Ares Financial Consulting, LLC277
0.0% of portfolio›$19.2K
Next Level Wealth Planning, LLC200
0.0% of portfolio›$13.9K
SJS Investment Consulting Inc.193
0.0% of portfolio›$13.4K
Root Financial Partners, LLC182
0.0% of portfolio›$12.6K
Covestor Ltd179
0.0% of portfolio›$12
Harbor Capital Advisors, Inc.159
0.0% of portfolio›$11
Parkside Financial Bank & Trust143
0.0% of portfolio›$9.9K
Bangor Savings Bank135
0.0% of portfolio›$9.4K
True Wealth Design, LLC107
0.0% of portfolio›$7.4K
Bare Financial Services, Inc103
0.0% of portfolio›$7.2K
High Note Wealth, LLC101
0.0% of portfolio›$7.0K
Mitsubishi UFJ Asset Management Co., Ltd.96
0.0% of portfolio›$6.7K
Pension & Wealth Management Advisors, Inc.83
0.0% of portfolio›$5.8K
USA Financial Formulas82
0.0% of portfolio›$5.7K
First Horizon Corp64
0.0% of portfolio›$4.4K
Fortitude Family Office, LLC47
0.0% of portfolio›$3.3K
Provenance Wealth Advisors, LLC44
0.0% of portfolio›$3.1K
GK Wealth Management LLC36
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc36
0.0% of portfolio›$2.5K
Larson Financial Group LLC33
0.0% of portfolio›$2.3K
Proathlete Wealth Management LLC28
0.0% of portfolio›$1.9K
Mather Group, Llc.24
0.0% of portfolio›$1.7K
TD Private Client Wealth LLC24
0.0% of portfolio›$1.7K
JFS Wealth Advisors, LLC18
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC13
0.0% of portfolio›$903
Spire Wealth Management13
0.0% of portfolio›$893
Marquette Asset Management, LLC12
0.0% of portfolio›$834
SBI Securities Co., Ltd.11
0.0% of portfolio›$764
Assetmark, Inc10
0.0% of portfolio›$695
Valley National Advisers Inc10
0.0% of portfolio›$695
MassMutual Private Wealth & Trust, FSB9
0.0% of portfolio›$625
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$417
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$417
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$417
Ascentis Wealth Management, LLC5
0.0% of portfolio›$347
UMB Private Wealth Management, LLC5
0.0% of portfolio›$347
Gilpin Wealth Management, LLC5
0.0% of portfolio›$348
Bell Investment Advisors, Inc3
0.0% of portfolio›$209
Abound Wealth Management2
0.0% of portfolio›$139
DecisionPoint Financial, LLC2
0.0% of portfolio›$141
Hughes Financial Services, LLC1
0.0% of portfolio›$74
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
693,151$48.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
319,825$22.2M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
180,616$12.5M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
123,853$8.6M0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
104,209$7.2M0.0%CoreLowHarrisburg, PA2026-11-03
US Bancorp \de\
34,333$2.4M0.0%IndexLowMinneapolis, MN2026-11-05
Exchange Traded Concepts, LLC
32,307$2.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Thrivent Financial for Lutherans
24,032$1.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Planning
22,570$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Y-Intercept (Hong Kong) Ltd
20,200$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Illinois Municipal Retirement Fund
19,030$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
18,664$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
17,793$1.2M0.0%ETFLowWaltham, MA2026-11-02
State of New Jersey Common Pension Fund D
16,807$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
16,100$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Park Capital Management, LLC / WI
13,544$940.6K0.5%GrowthHighMadison, WI2026-10-13
Moody National Bank Trust Division
11,659$809.7K0.1%CoreMediumGalveston, TX2026-10-06
Fifth Third Bancorp
11,498$798.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Achmea Investment Management B.V.
11,100$771.5K0.0%CoreMediumZeist, Philippines2026-10-30
Hennessy Advisors Inc
10,879$755.5K0.0%Deep ValueMediumNovato, CA2026-10-28
Lido Advisors, LLC
10,857$754.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Arizona State Retirement System
10,638$738.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Goldstein Advisors, LLC
10,248$711.7K0.1%ETFMediumMadison, WI2026-10-15
MBE Wealth Management, LLC
10,168$706.2K0.2%ETFVery LowTomah, WI2026-10-26
Amalgamated Bank
9,791$6800.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
9,538$662.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Alps Advisors Inc
9,214$639.9K0.0%YieldLowDenver, CO2026-11-03
Inspire Investing, LLC
9,163$636.4K0.0%GARPHighMeridian, ID2026-10-22
New York State Teachers Retirement System
8,700$6040.0%CoreVery LowAlbany, NY2026-10-22
Form Wealth Advisors, LLC
8,572$595.3K0.1%ETFMediumLake Geneva, WI2026-10-13
Oregon Public Employees Retirement Fund
8,461$587.6K0.0%IndexVery LowTigard, OR2026-10-30
ICW Investment Advisors LLC
8,457$587.4K0.2%CoreVery LowScottsdale, AZ2026-10-27
Citigroup Inc
8,381$582.1K0.0%CoreMediumNew York, NY2026-11-04
Maryland State Retirement & Pension System
8,363$580.8K0.0%IndexVery LowBaltimore, MD2026-11-05
State of Alaska, Department of Revenue
7,518$5210.0%CoreVery LowJuneau, AK2026-10-15
First Business Financial Services, Inc.
7,458$518.0K0.0%ETFVery LowMadison, WI2026-10-29
Daiwa Securities Group Inc.
7,397$513.7K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Gamma Investing LLC
7,034$488.5K0.0%IndexVery LowFoster City, CA2026-10-08
Thompson Investment Management, Inc.
6,836$474.8K0.1%ValueMediumMadison, WI2026-10-14
DekaBank Deutsche Girozentrale
6,711$4650.0%CoreLowFrankfurt, Hong Kong2026-10-27
Walleye Partners, LLC
6,672$463.4K0.5%ValueLowMadison, WI2026-10-13
Trust Point Inc.
6,355$441.4K0.0%CoreMediumLa Crosse, WI2026-10-27
BKM Wealth Management, LLC
5,088$353.4K0.1%GrowthLowBrookfield, WI2026-10-22
Pictet Asset Management Holding SA
4,624$321.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
J.W. Cole Advisors, Inc.
4,489$311.8K0.0%IndexLowTampa, FL2026-11-05
GuidedMoney, LLC
4,460$309.7K0.1%ETFVery LowBlack Earth, WI2026-10-29
Mutual of America Capital Management LLC
4,312$299.5K0.0%IndexLowNew York, NY2026-10-23
RMG Wealth Management LLC
4,285$317.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Xponance LLC
3,759$261.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
HUB Investment Partners, LLC
3,681$255.6K0.0%GrowthLowAustin, TX2026-11-03
Annex Advisory Services, LLC
3,671$254.9K0.0%GrowthHighBrookfield, WI2026-10-16
Tower View Wealth Management LLC
3,631$252.2K0.1%MomentumMediumShorewood, WI2026-10-23
IFM Investors Pty Ltd
3,593$249.5K0.0%IndexVery LowMelbourne, China2026-10-14
ZWJ Investment Counsel Inc
3,523$244.7K0.0%CoreLowAtlanta, GA2026-10-15
Associated Banc-Corp
3,424$237.8K0.0%CoreLowGreen Bay, WI2026-10-30
Oarsman Capital, Inc.
3,405$236.5K0.0%ETFLowMilwaukee, WI2026-11-05
Security National Bank
3,269$227.0K0.0%GrowthLowOmaha, NE2026-10-26
Cambridge Investment Research Advisors, Inc.
3,200$2220.0%ETFLowFairfield, IA2026-11-02
Wisconsin Wealth Advisors, LLC
3,117$216.5K0.2%ETFLowSun Prairie, WI2026-10-08
Redmond Asset Management, LLC
3,062$212.7K0.1%CoreLowHenrico, VA2026-10-27
Abel Hall, LLC
2,988$207.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Bokf, NA
2,368$164.5K0.0%CoreLowTulsa, OK2026-10-27
Farther Finance Advisors, LLC
2,055$142.7K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
1,912$132.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
NBT Bank, N.A.
1,785$124.0K0.0%CoreLowNorwich, NY2026-10-21
Signaturefd, LLC
1,759$122.2K0.0%IndexLowAtlanta, GA2026-10-23
Wealth Enhancement Trust Services, Inc.
1,683$116.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Pinnacle Wealth Planning Services, Inc.
1,538$106.8K0.0%GARPLowMansfield, OH2026-10-27
Steph & Co
1,272$88.3K0.0%ETFLowMarinette, WI2026-10-07
KBC Group NV
1,204$840.0%CoreMediumBrussels, Czech Republic2026-10-22
IFP Advisors, Inc
1,127$78.3K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
892$61.9K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
757$52.6K0.0%GARPMediumCharlotte, NC2026-10-22
Washington Trust Advisors, Inc.
670$46.5K0.0%GrowthLowWellesley, MA2026-10-22
Parallel Advisors, LLC
526$36.5K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
505$35.1K0.0%CoreLowCleveland, OH2026-10-20
EverSource Wealth Advisors, LLC
483$33.5K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
445$30.9K0.0%ETFVery LowRichmond, VA2026-10-29
Creative Financial Designs Inc
436$30.2K0.0%ETFMediumKokomo, IN2026-11-04
Essential Partners LLC
356$24.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Birch Financial Group, LLC
314$21.8K0.0%CoreLowKeene, NH2026-10-27
Ares Financial Consulting, LLC
277$19.2K0.0%CoreLowCalabasas, CA2026-10-19
Next Level Wealth Planning, LLC
200$13.9K0.0%ETFVery LowMeridian, ID2026-10-29
SJS Investment Consulting Inc.
193$13.4K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
182$12.6K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
179$120.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Capital Advisors, Inc.
159$110.0%ValueHighChicago, IL2026-10-22
Parkside Financial Bank & Trust
143$9.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bangor Savings Bank
135$9.4K0.0%ETFLowBangor, ME2026-10-06
True Wealth Design, LLC
107$7.4K0.0%ETFMediumAkron, OH2026-10-13
Bare Financial Services, Inc
103$7.2K0.0%ETFVery LowGap, PA2026-11-04
High Note Wealth, LLC
101$7.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
96$6.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pension & Wealth Management Advisors, Inc.
83$5.8K0.0%ETFLowWaltham, MA2026-10-16
USA Financial Formulas
82$5.7K0.0%ETFVery HighAda, MI2026-10-16
First Horizon Corp
64$4.4K0.0%CoreLowMemphis, TN2026-10-26
Fortitude Family Office, LLC
47$3.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
44$3.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
GK Wealth Management LLC
36$2.5K0.0%GARPVery HighReno, NV2026-10-09
Farmers & Merchants Investments Inc
36$2.5K0.0%CoreVery LowLincoln, NE2026-10-22
Larson Financial Group LLC
33$2.3K0.0%GrowthLowSt Louis, MO2026-11-05
Proathlete Wealth Management LLC
28$1.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Mather Group, Llc.
24$1.7K0.0%ETFMediumChicago, IL2026-10-14
TD Private Client Wealth LLC
24$1.7K0.0%ETFLowNew York, NY2026-10-28
JFS Wealth Advisors, LLC
18$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
Creative Capital Management Investments LLC
13$9030.0%ETFLowSan Diego, CA2026-10-28
Spire Wealth Management
13$8930.0%GrowthMediumMclean, VA2026-10-30
Marquette Asset Management, LLC
12$8340.0%ETFVery LowMinneapolis, MN2026-10-09
SBI Securities Co., Ltd.
11$7640.0%Agg GrowthLowTokyo, Mexico2026-10-22
Assetmark, Inc
10$6950.0%ETFLowConcord, CA2026-10-21
Valley National Advisers Inc
10$6950.0%ETFLowBethlehem, PA2026-10-23
MassMutual Private Wealth & Trust, FSB
9$6250.0%CoreLowSpringfield, MA2026-10-05
Caitong International Asset Management Co., Ltd
6$4170.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bay Harbor Wealth Management, LLC
6$4170.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
6$4170.0%ETFLowBeaver, PA2026-10-16
Ascentis Wealth Management, LLC
5$3470.0%Agg GrowthLowDallas, TX2026-11-03
UMB Private Wealth Management, LLC
5$3470.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
5$3480.0%GrowthLowDenver, CO2026-10-09
Bell Investment Advisors, Inc
3$2090.0%ETFVery LowOrinda, CA2026-10-29
Abound Wealth Management
2$1390.0%ETFVery LowFranklin, TN2026-10-26
DecisionPoint Financial, LLC
2$1410.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
1$740.0%ETFLowHerndon, VA2026-10-30