MGE ENERGY INC COM

MGE ENERGY INC COM is a security (CUSIP 55277P104) tracked across SEC portfolio filings. 326 institutional managers reported $1.7B on Form 13F as of 2026-06-30; 23 registered fund positions totaling $118.6M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 326 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$422.0M5,459,694
VANGUARD GROUP INCValley Forge, PA$356.9M4,551,130
STATE STREET CORPBOSTON, MA$148.3M1,918,678
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$71.6M925,771
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$52.9M684,267
FIRST TRUST ADVISORS LPWheaton, IL$34.5M446,870
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$32.3M418,151
NORTHERN TRUST CORPCHICAGO, IL$27.9M360,849
Bank of New York Mellon CorpNEW YORK, NY$27.1M332,193
Qube Research & Technologies LtdLONDON, X0$25.5M330,037
MORGAN STANLEYNEW YORK, NY$23.7M306,393
DEPRINCE RACE & ZOLLO INCWinter Park, FL$21.4M277,117
GABELLI FUNDS LLCRYE, NY$21.0M271,200
SPEECE THORSON CAPITAL GROUP INCMINNETONKA, MN$18.6M228,679
GOLDMAN SACHS GROUP INCNEW YORK, NY$17.5M226,486

Top fund holders (N-PORT)

Showing 15 of 23 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$31.4M3.86%
The Gabelli Utilities FundGabelli Utilities Fund$28.7M161.87%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$14.3M8.17%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$10.2M13.68%
Gabelli Utility TrustGabelli Utility Trust$8.6M294.09%
Gabelli Dividend & Income TrustGabelli Dividend & Income Trust$5.3M20.12%
Master Small Cap Index SeriesQuantitative Master Series LLC$4.6M9.62%
VictoryShares US Small Cap High Div Volatility Wtd ETFVictory Portfolios II$4.0M155.91%
ROYCE SMALL-CAP TRUST, INC.ROYCE SMALL-CAP TRUST, INC.$1.7M7.47%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$1.6M0.27%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$1.5M17.24%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$1.3M0.44%
Gabelli Global Utility & Income TrustGabelli Global Utility & Income Trust$1.1M94.95%
ALPS | OShares U.S. Small-Cap Quality Dividend ETFALPS ETF TRUST$966K11.02%
Fidelity Nasdaq Composite Index ETFFidelity Commonwealth Trust$966K0.88%

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