MGE ENERGY INC (MGEE) — Institutional Holders, Q2 2026
338 institutional investment managers reported a MGEE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MGEE in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Zimmer PartnersNew · +1,000,000 sh+$81.5M
- BlackRockAdded · +634,206 sh+$51.7M
- WESTWOOD GROUPNew · +530,621 sh+$43.3M
- TWO SIGMA INVESTMENTSAdded · +317,887 sh+$25.9M
- AQR CAPITAL MANAGEMENTAdded · +266,075 sh+$21.7M
Biggest sellers
- SILVERCREST ASSET MANAGEMENT GROUPTrimmed · -213,417 sh-$17.4M
- JANE STREET GROUPSold out · -80,249 sh-$6.5M
- MARSHALL WACE, LLPSold out · -79,327 sh-$6.5M
- MILLENNIUM MANAGEMENTTrimmed · -64,760 sh-$5.3M
- GOLDMAN SACHS GROUPTrimmed · -42,357 sh-$3.5M
MGEE 13F holders ranked 1–100 of 338
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 6,093,900 sh | 6,093,900 | $496.9M | <0.01% | +11.6% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 2,793,808 sh | 2,793,808 | $227.8M | 0.01% | +4.9% |
| 3 | STATE STREET#3 · 2,049,814 sh | 2,049,814 | $167.1M | <0.01% | +6.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 1,702,695 sh | 1,702,695 | $138.8M | <0.01% | +3.8% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 1,005,058 sh | 1,005,058 | $82.0M | <0.01% | +8.6% |
| 6 | Zimmer Partners#6 · 1,000,000 sh | 1,000,000 | $81.5M | 1.88% | New |
| 7 | DIMENSIONAL FUND ADVISORS#7 · 700,969 sh | 700,969 | $57.2M | 0.01% | +2.4% |
| 8 | MORGAN STANLEY#8 · 545,468 sh | 545,468 | $44.5M | <0.01% | +78.0% |
| 9 | WESTWOOD GROUP#9 · 530,621 sh | 530,621 | $43.3M | 0.33% | New |
| 10 | GABELLI FUNDS#10 · 513,700 sh | 513,700 | $41.9M | 0.27% | +89.4% |
| 11 | TWO SIGMA INVESTMENTS#11 · 486,961 sh | 486,961 | $39.7M | 0.03% | +188.0% |
| 12 | FIRST ADVISORS#12 · 447,445 sh | 447,445 | $36.5M | 0.02% | +0.1% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 434,562 sh | 434,562 | $35.4M | <0.01% | +3.9% |
| 14 | NORTHERN#14 · 394,580 sh | 394,580 | $32.2M | <0.01% | +9.3% |
| 15 | DEPRINCE RACE & ZOLLO#15 · 350,904 sh | 350,904 | $28.6M | — | +26.6% |
| 16 | Nuveen#16 · 337,689 sh | 337,689 | $27.5M | <0.01% | +82.1% |
| 17 | Bank of New York Mellon#17 · 332,193 sh | 332,193 | $27.1M | <0.01% | +3.7% |
| 18 | Qube Research & Technologies Ltd#18 · 329,710 sh | 329,710 | $26.9M | 0.03% | -0.1% |
| 19 | AQR CAPITAL MANAGEMENT#19 · 300,293 sh | 300,293 | $24.5M | <0.01% | +777.6% |
| 20 | VANGUARD FIDUCIARY#20 · 249,913 sh | 249,913 | $20.4M | <0.01% | +1.5% |
| 21 | SPEECE THORSON CAPITAL GROUP#21 · 228,679 sh | 228,679 | $18.6M | 3.99% | +20.6% |
| 22 | Yaupon Capital Management#22 · 200,000 sh | 200,000 | $16.3M | 0.32% | New |
| 23 | Legal & General Group Plc#23 · 189,397 sh | 189,397 | $15.4M | <0.01% | +3.8% |
| 24 | GOLDMAN SACHS GROUP#24 · 184,129 sh | 184,129 | $15.0M | <0.01% | -18.7% |
| 25 | PRINCIPAL FINANCIAL GROUP#25 · 182,427 sh | 182,427 | $14.9M | <0.01% | +2.4% |
| 26 | CITADEL ADVISORS#26 · 147,735 sh | 147,735 | $12.0M | <0.01% | +229.0% |
| 27 | PUBLIC SECTOR PENSION INVESTMENT BOARD#27 · 129,684 sh | 129,684 | $10.6M | 0.03% | -0.8% |
| 28 | SEGALL BRYANT & HAMILL#28 · 125,019 sh | 125,019 | $10.2M | 0.12% | New |
| 29 | SEVEN GRAND MANAGERS#29 · 125,000 sh | 125,000 | $10.2M | 0.41% | New |
| 30 | TUDOR INVESTMENT ET AL#30 · 124,286 sh | 124,286 | $10.1M | 0.01% | -22.1% |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#31 · 119,543 sh | 119,543 | $9.7M | <0.01% | -2.6% |
| 32 | VICTORY CAPITAL MANAGEMENT#32 · 113,927 sh | 113,927 | $9.3M | <0.01% | -15.2% |
| 33 | Invesco Ltd.#33 · 111,477 sh | 111,477 | $9.1M | <0.01% | -4.1% |
| 34 | SOROS FUND MANAGEMENT#34 · 106,813 sh | 106,813 | $8.7M | 0.11% | New |
| 35 | MILLENNIUM MANAGEMENT#35 · 104,886 sh | 104,886 | $8.6M | <0.01% | -38.2% |
| 36 | UBS Group AG#36 · 100,350 sh | 100,350 | $8.2M | <0.01% | +64.4% |
| 37 | Burkehill Global Management#37 · 100,000 sh | 100,000 | $8.2M | 0.29% | New |
| 38 | ProShare Advisors#38 · 92,281 sh | 92,281 | $7.5M | 0.01% | +10.7% |
| 39 | RHUMBLINE ADVISERS#39 · 91,655 sh | 91,655 | $7.5M | <0.01% | +7.0% |
| 40 | AMERIPRISE FINANCIAL#40 · 82,910 sh | 82,910 | $6.8M | <0.01% | +22.9% |
| 41 | BANK OF AMERICA#41 · 82,804 sh | 82,804 | $6.8M | <0.01% | -17.1% |
| 42 | RENAISSANCE TECHNOLOGIES#42 · 81,300 sh | 81,300 | $6.6M | <0.01% | +20.3% |
| 43 | Swiss National Bank#43 · 73,750 sh | 73,750 | $6.0M | <0.01% | +2.4% |
| 44 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#44 · 73,449 sh | 73,449 | $6.0M | 0.03% | -1.5% |
| 45 | Vennlight Capital Management#45 · 68,585 sh | 68,585 | $5.6M | 3.75% | New |
| 46 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#46 · 65,895 sh | 65,895 | $5.4M | <0.01% | -3.4% |
| 47 | Point72 Asset Management, L.P.#47 · 65,875 sh | 65,875 | $5.4M | <0.01% | -17.7% |
| 48 | AMERICAN CENTURY COMPANIES#48 · 65,581 sh | 65,581 | $5.3M | <0.01% | +84.9% |
| 49 | HARBOUR INVESTMENTS#49 · 62,664 sh | 62,664 | $5.1M | 0.07% | +4.9% |
| 50 | PRICE T ROWE ASSOCIATES#50 · 62,010 sh | 62,010 | $5.1M | <0.01% | +15.5% |
| 51 | BALYASNY ASSET MANAGEMENT L.P.#51 · 57,983 sh | 57,983 | $4.7M | <0.01% | New |
| 52 | WELLS FARGO & COMPANY#52 · 54,484 sh | 54,484 | $4.4M | <0.01% | +68.3% |
| 53 | Schonfeld Strategic Advisors#53 · 51,187 sh | 51,187 | $4.2M | 0.01% | +337.4% |
| 54 | DEUTSCHE BANK AG\#54 · 51,012 sh | 51,012 | $4.2M | <0.01% | +11.8% |
| 55 | MARTINGALE ASSET MANAGEMENT L P#55 · 48,934 sh | 48,934 | $4.0M | 0.09% | +23.2% |
| 56 | JPMORGAN CHASE#56 · 43,787 sh | 43,787 | $3.6M | <0.01% | -11.1% |
| 57 | Russell Investments Group, Ltd.#57 · 42,732 sh | 42,732 | $3.5M | <0.01% | +32.3% |
| 58 | Jump Financial#58 · 42,694 sh | 42,694 | $3.5M | 0.03% | New |
| 59 | COMMONWEALTH EQUITY SERVICES#59 · 39,448 sh | 39,448 | $3.2M | <0.01% | +0.8% |
| 60 | PRUDENTIAL FINANCIAL#60 · 38,934 sh | 38,934 | $3.2M | <0.01% | +4.6% |
| 61 | ALLIANCEBERNSTEIN L.P.#61 · 40,604 sh | 40,604 | $3.1M | <0.01% | +0.7% |
| 62 | US BANCORP \DE\#62 · 36,960 sh | 36,960 | $3.0M | <0.01% | -3.6% |
| 63 | Trexquant Investment#63 · 35,872 sh | 35,872 | $2.9M | 0.02% | -9.0% |
| 64 | ALGERT GLOBAL#64 · 33,810 sh | 33,810 | $2.8M | 0.03% | New |
| 65 | Cetera Investment Advisers#65 · 32,252 sh | 32,252 | $2.6M | <0.01% | 0.0% |
| 66 | Madison Wealth Partners#66 · 31,812 sh | 31,812 | $2.6M | 0.33% | +0.3% |
| 67 | OSAIC#67 · 30,480 sh | 30,480 | $2.5M | <0.01% | +74.8% |
| 68 | Merit Financial Group#68 · 30,318 sh | 30,318 | $2.5M | 0.02% | +3.2% |
| 69 | Freestone Grove Partners#69 · 29,855 sh | 29,855 | $2.4M | 0.02% | New |
| 70 | Magellan Asset Management Ltd#70 · 29,683 sh | 29,683 | $2.4M | 0.05% | 0.0% |
| 71 | VANGUARD ASSET MANAGEMENT, Ltd#71 · 29,126 sh | 29,126 | $2.4M | <0.01% | 0.0% |
| 72 | Vanguard Investments Australia, Ltd.#72 · 28,526 sh | 28,526 | $2.3M | <0.01% | +2.5% |
| 73 | Cerity Partners#73 · 28,058 sh | 28,058 | $2.3M | <0.01% | +509.6% |
| 74 | EXCHANGE TRADED CONCEPTS#74 · 28,007 sh | 28,007 | $2.3M | 0.01% | +1.5% |
| 75 | THRIVENT FINANCIAL FOR LUTHERANS#75 · 27,323 sh | 27,323 | $2.2M | <0.01% | +12.0% |
| 76 | SEI INVESTMENTS#76 · 27,131 sh | 27,131 | $2.2M | <0.01% | -17.4% |
| 77 | GREAT WEST LIFE ASSURANCE#77 · 26,086 sh | 26,086 | $2.1M | <0.01% | -13.5% |
| 78 | OCCUDO QUANTITATIVE STRATEGIES#78 · 25,875 sh | 25,875 | $2.1M | 0.11% | +41.4% |
| 79 | XTX Topco Ltd#79 · 25,390 sh | 25,390 | $2.1M | 0.03% | +299.2% |
| 80 | DARK FOREST CAPITAL MANAGEMENT#80 · 25,372 sh | 25,372 | $2.1M | 0.13% | +83.4% |
| 81 | Quantinno Capital Management#81 · 25,102 sh | 25,102 | $2.0M | <0.01% | +100.9% |
| 82 | Savant Capital#82 · 24,114 sh | 24,114 | $1.9M | <0.01% | +99.9% |
| 83 | MACQUARIE GROUP LTD#83 · 23,330 sh | 23,330 | $1.9M | <0.01% | +46.8% |
| 84 | CITIGROUP#84 · 22,883 sh | 22,883 | $1.9M | <0.01% | +287.7% |
| 85 | Creative Planning#85 · 22,762 sh | 22,762 | $1.9M | <0.01% | +119.7% |
| 86 | MetLife Investment Management#86 · 21,888 sh | 21,888 | $1.8M | <0.01% | +8.3% |
| 87 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#87 · 21,816 sh | 21,816 | $1.8M | <0.01% | +5354.0% |
| 88 | Mariner#88 · 21,358 sh | 21,358 | $1.7M | <0.01% | +522.9% |
| 89 | Polymer Capital Management (US)#89 · 20,000 sh | 20,000 | $1.6M | 0.22% | New |
| 90 | MERCER GLOBAL ADVISORS#90 · 19,450 sh | 19,450 | $1.6M | <0.01% | +84.7% |
| 91 | State of Tennessee, Treasury Department#91 · 19,242 sh | 19,242 | $1.6M | <0.01% | +20.2% |
| 92 | Quadrature Capital Ltd#92 · 19,110 sh | 19,110 | $1.6M | 0.01% | +124.1% |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#93 · 18,284 sh | 18,284 | $1.5M | <0.01% | +9.7% |
| 94 | Illinois Municipal Retirement Fund#94 · 18,276 sh | 18,276 | $1.5M | 0.02% | -9.8% |
| 95 | BNP PARIBAS FINANCIAL MARKETS#95 · 17,623 sh | 17,623 | $1.4M | <0.01% | +112.5% |
| 96 | IEQ CAPITAL#96 · 17,404 sh | 17,404 | $1.4M | <0.01% | New |
| 97 | MIRAE ASSET GLOBAL ETFS Ltd.#97 · 17,335 sh | 17,335 | $1.4M | <0.01% | +0.1% |
| 98 | Brevan Howard Capital Management#98 · 17,256 sh | 17,256 | $1.4M | 0.01% | +73.8% |
| 99 | State of New Jersey Common Pension Fund D#99 · 16,807 sh | 16,807 | $1.4M | <0.01% | -40.2% |
| 100 | BANK OF MONTREAL#100 · 16,559 sh | 16,559 | $1.4M | <0.01% | -62.8% |
Funds that sold out of MGEE in Q2 2026 (33)
Held MGEE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JANE STREET GROUP80,249 sh | 80,249 | $6.2M |
| MARSHALL WACE, LLP79,327 sh | 79,327 | $6.1M |
| WEDGE CAPITAL MANAGEMENT L L P25,903 sh | 25,903 | $2.0M |
| ROYCE & ASSOCIATES21,552 sh | 21,552 | $1.7M |
| HRT FINANCIAL21,399 sh | 21,399 | $1.7M |
| VARCOV16,770 sh | 16,770 | $1.3M |
| Fieldview Capital Management14,066 sh | 14,066 | $1.1M |
| VOLORIDGE INVESTMENT MANAGEMENT11,509 sh | 11,509 | $889.5K |
| MACKENZIE FINANCIAL9,812 sh | 9,812 | $758.4K |
| Verition Fund Management9,420 sh | 9,420 | $728.1K |
| Engineers Gate Manager7,782 sh | 7,782 | $601.5K |
| NATIXIS6,800 sh | 6,800 | $525.6K |
| Y-Intercept (Hong Kong) Ltd5,690 sh | 5,690 | $439.8K |
| INCEPTIONR5,614 sh | 5,614 | $433.9K |
| Ethic25,382 sh | 25,382 | $414.0K |
| Jackson Creek Investment Advisors5,048 sh | 5,048 | $390.0K |
| MIRABELLA FINANCIAL SERVICES LLP4,637 sh | 4,637 | $358.4K |
| Virtu Financial3,756 sh | 3,756 | $290.0K |
| Poehling Capital Management3,128 sh | 3,128 | $241.8K |
| Beacon Pointe Advisors2,745 sh | 2,745 | $212.1K |
| New Age Alpha Advisors2,546 sh | 2,546 | $196.8K |
| Advisory Services Network1,515 sh | 1,515 | $117.1K |
| Clarity Asset Management385 sh | 385 | $29.8K |
| Destiny Wealth Partners157 sh | 157 | $12.1K |
| Root Financial Partners64 sh | 64 | $4.9K |
| TWIN PEAKS WEALTH ADVISORS57 sh | 57 | $4.4K |
| WealthCollab38 sh | 38 | $2.9K |
| MAI Capital Management34 sh | 34 | $2.6K |
| Ronald Blue21 sh | 21 | $1.6K |
| Vermillion Wealth Management4 sh | 4 | $309.00 |
| Western Wealth Management1 sh | 1 | $108.00 |
| ASSETMARK1 sh | 1 | $77.00 |
| CURIO WEALTH1 sh | 1 | $77.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.