MGEE MGE Energy, Inc.
MGE Energy, Inc. (MGEE) Institutional Ownership
What the institutions did with MGEE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 6.1M | 23.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | 10.6% |
| STATE STREET CORP | 2.0M | 7.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | 6.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.0M | 3.8% |
| Zimmer Partners, LP | 1.0M | 3.8% |
| DIMENSIONAL FUND ADVISORS LP | 701.0K | 2.6% |
| MORGAN STANLEY | 545.5K | 2.1% |
| WESTWOOD HOLDINGS GROUP INC | 530.6K | 2.0% |
| GABELLI FUNDS LLC | 513.7K | 1.9% |
| TWO SIGMA INVESTMENTS, LP | 487.0K | 1.8% |
| FIRST TRUST ADVISORS LP | 447.4K | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 434.6K | 1.6% |
| NORTHERN TRUST CORP | 394.6K | 1.5% |
| DEPRINCE RACE & ZOLLO INC | 350.9K | 1.3% |
| Nuveen, LLC | 337.7K | 1.3% |
| Bank of New York Mellon Corp | 332.2K | 1.3% |
| Qube Research & Technologies Ltd | 329.7K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 300.3K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 249.9K | 0.9% |
| SPEECE THORSON CAPITAL GROUP INC | 228.7K | 0.9% |
| Yaupon Capital Management LP | 200.0K | 0.8% |
| Legal & General Group Plc | 189.4K | 0.7% |
| GOLDMAN SACHS GROUP INC | 184.1K | 0.7% |
| PRINCIPAL FINANCIAL GROUP INC | 182.4K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Zimmer Partners, LP | New | 0 | 1.0M | +1.0M |
| BlackRock, Inc. | Increased | 5.5M | 6.1M | +634.2K |
| WESTWOOD HOLDINGS GROUP INC | New | 0 | 530.6K | +530.6K |
| TWO SIGMA INVESTMENTS, LP | Increased | 169.1K | 487.0K | +317.9K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 34.2K | 300.3K | +266.1K |
| GABELLI FUNDS LLC | Increased | 271.2K | 513.7K | +242.5K |
| MORGAN STANLEY | Increased | 306.4K | 545.5K | +239.1K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Reduced | 221.3K | 7.8K | -213.4K |
| Yaupon Capital Management LP | New | 0 | 200.0K | +200.0K |
| Nuveen, LLC | Increased | 185.5K | 337.7K | +152.2K |
| STATE STREET CORP | Increased | 1.9M | 2.0M | +131.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 2.7M | 2.8M | +130.7K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 125.0K | +125.0K |
| SEVEN GRAND MANAGERS, LLC | New | 0 | 125.0K | +125.0K |
| SOROS FUND MANAGEMENT LLC | New | 0 | 106.8K | +106.8K |
| CITADEL ADVISORS LLC | Increased | 44.9K | 147.7K | +102.8K |
| Burkehill Global Management, LP | New | 0 | 100.0K | +100.0K |
| JANE STREET GROUP, LLC | Sold Out | 80.2K | 0 | -80.2K |
| MARSHALL WACE, LLP | Sold Out | 79.3K | 0 | -79.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 925.8K | 1.0M | +79.3K |
| DEPRINCE RACE & ZOLLO INC | Increased | 277.1K | 350.9K | +73.8K |
| Vennlight Capital Management, LP | New | 0 | 68.6K | +68.6K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 169.6K | 104.9K | -64.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.6M | 1.7M | +61.7K |
| Balyasny Asset Management L.P. | New | 0 | 58.0K | +58.0K |
| Jump Financial, LLC | New | 0 | 42.7K | +42.7K |
| GOLDMAN SACHS GROUP INC | Reduced | 226.5K | 184.1K | -42.4K |
| Schonfeld Strategic Advisors LLC | Increased | 11.7K | 51.2K | +39.5K |
| UBS Group AG | Increased | 61.1K | 100.4K | +39.3K |
| SPEECE THORSON CAPITAL GROUP INC | Increased | 189.5K | 228.7K | +39.1K |
| TUDOR INVESTMENT CORP ET AL | Reduced | 159.6K | 124.3K | -35.3K |
| ALGERT GLOBAL LLC | New | 0 | 33.8K | +33.8K |
| NORTHERN TRUST CORP | Increased | 360.8K | 394.6K | +33.7K |
| AMERICAN CENTURY COMPANIES INC | Increased | 35.5K | 65.6K | +30.1K |
| Freestone Grove Partners LP | New | 0 | 29.9K | +29.9K |
| BANK OF MONTREAL /CAN/ | Reduced | 44.6K | 16.6K | -28.0K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Sold Out | 25.9K | 0 | -25.9K |
| Ethic Inc. | Sold Out | 25.4K | 0 | -25.4K |
| SG Americas Securities, LLC | Reduced | 32.5K | 7.1K | -25.4K |
| Cerity Partners LLC | Increased | 4.6K | 28.1K | +23.5K |
| Quantbot Technologies LP | Reduced | 28.9K | 6.2K | -22.6K |
| WELLS FARGO & COMPANY/MN | Increased | 32.4K | 54.5K | +22.1K |
| ROYCE & ASSOCIATES LP | Sold Out | 21.6K | 0 | -21.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | Increased | 400 | 21.8K | +21.4K |
| HRT FINANCIAL LP | Sold Out | 21.4K | 0 | -21.4K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 134.4K | 113.9K | -20.4K |
| Polymer Capital Management (US) LLC | New | 0 | 20.0K | +20.0K |
| XTX Topco Ltd | Increased | 6.4K | 25.4K | +19.0K |
| Mariner, LLC | Increased | 3.4K | 21.4K | +17.9K |
| IEQ CAPITAL, LLC | New | 0 | 17.4K | +17.4K |
| BANK OF AMERICA CORP /DE/ | Reduced | 99.8K | 82.8K | -17.0K |
| CITIGROUP INC | Increased | 5.9K | 22.9K | +17.0K |
| VARCOV Co. | Sold Out | 16.8K | 0 | -16.8K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 684.3K | 701.0K | +16.7K |
| ExodusPoint Capital Management, LP | Reduced | 28.2K | 11.6K | -16.6K |
| MAIRS & POWER INC | New | 0 | 16.5K | +16.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 418.2K | 434.6K | +16.4K |
| AMERIPRISE FINANCIAL INC | Increased | 67.4K | 82.9K | +15.5K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 22.6K | 8.0K | -14.6K |
| HSBC HOLDINGS PLC | New | 0 | 14.6K | +14.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.