MGE Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.83 M | $533.28 M | 100.00% | 16.12% |
| VANGUARD GROUP INC | 11/13/2024 | 4.63 M | $423.73 M | 1.01% | 12.81% |
| STATE STREET CORP | 11/14/2024 | 1.46 M | $133.55 M | 0.50% | 4.04% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.25 M | $114.40 M | -8.06% | 3.46% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 960,854 | $87.87 M | 2.91% | 2.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 863,707 | $79.00 M | 0.68% | 2.39% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 767,387 | $70.18 M | -2.04% | 2.12% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 425,461 | $38.91 M | 2.07% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 413,973 | $37.86 M | -6.77% | 1.14% |
| MORGAN STANLEY | 11/14/2024 | 368,926 | $33.74 M | 13.06% | 1.02% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 350,606 | $32.06 M | -1.20% | 0.97% |
| GABELLI FUNDS LLC | 11/13/2024 | 278,200 | $25.44 M | -2.21% | 0.77% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 240,246 | $21.97 M | 4.11% | 0.66% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 227,448 | $20.80 M | 2.53% | 0.63% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 214,725 | $19.64 M | -3.47% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 183,893 | $16.82 M | -7.12% | 0.51% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 128,650 | $11.77 M | 100.00% | 0.36% |
| SPEECE THORSON CAPITAL GROUP INC | 11/05/2024 | 111,841 | $10.23 M | -0.19% | 0.31% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 110,212 | $10.08 M | 8.05% | 0.30% |
| INVESCO LTD. | 11/12/2024 | 107,297 | $9.81 M | -18.32% | 0.30% |
| RHUMBLINE ADVISERS | 11/12/2024 | 90,819 | $8.31 M | 0.11% | 0.25% |
| JANE STREET GROUP, LLC | 11/15/2024 | 78,668 | $7.19 M | -45.66% | 0.22% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 76,792 | $7.02 M | -3.52% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 72,820 | $6.66 M | -7.62% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 70,650 | $6.46 M | -0.98% | 0.20% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 11/07/2024 | 68,673 | $6.28 M | -5.16% | 0.19% |
| BARCLAYS PLC | 11/19/2024 | 62,308 | $5.70 M | 345.76% | 0.17% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 61,195 | $5.60 M | 5.70% | 0.17% |
| JPMORGAN CHASE & CO | 11/08/2024 | 59,585 | $5.45 M | 16.03% | 0.16% |
| HARBOUR INVESTMENTS, INC. | 11/04/2024 | 59,175 | $5.41 M | -4.71% | 0.16% |
| UBS GROUP AG | 11/14/2024 | 58,104 | $5.31 M | 0.82% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 47,765 | $4.37 M | -1.05% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 47,000 | $4.30 M | 0.00% | 0.13% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 46,735 | $4.27 M | 2.16% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 46,221 | $4.23 M | 4.12% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 45,411 | $4.15 M | -42.66% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2024 | 40,487 | $3.70 M | 16.39% | 0.11% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 40,247 | $3.68 M | -5.25% | 0.11% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 37,447 | $3.42 M | 1.76% | 0.10% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 35,458 | $3.24 M | -3.52% | 0.10% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/14/2024 | 34,263 | $3.13 M | -10.34% | 0.09% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 34,243 | $3.13 M | -3.04% | 0.09% |
| US BANCORP \DE\ | 10/28/2024 | 32,737 | $2.99 M | -1.62% | 0.09% |
| MADISON WEALTH PARTNERS, INC | 10/24/2024 | 31,809 | $2.91 M | 1.61% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 30,849 | $2.82 M | 2.72% | 0.09% |
| MAGELLAN ASSET MANAGEMENT LTD | 11/14/2024 | 28,865 | $2.64 M | -0.57% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 27,685 | $2.53 M | 44.01% | 0.08% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 27,300 | $2.50 M | -3.75% | 0.08% |
| HRT FINANCIAL LP | 11/12/2024 | 25,420 | $2.32 M | 3.29% | 0.07% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2024 | 25,330 | $2.32 M | -9.50% | 0.07% |
MGE Energy, Inc.institutional Ownership - FAQ's
During the previous two years, 346 institutional investors and hedge funds held shares of MGE Energy, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.83 M
VANGUARD GROUP INC: 4.63 M
STATE STREET CORP: 1.46 M
VICTORY CAPITAL MANAGEMENT INC: 1.25 M
T. Rowe Price Investment Management, Inc.: 960,854
GEODE CAPITAL MANAGEMENT, LLC: 863,707
61.22% of MGE Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 30.17 M shares in the last 24 months. This purchase volume represents approximately $2.85 B in transactions.