13FBOX
MGE ENERGY INC COM · 13F Institutional Holdings
Options Calculator Rankings

MGE ENERGY INC COM

MGEE
Institutions
336
Combined AUM (Q2 2026)
$2.15B
Combined Shares (Q2 2026)
26.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+5.7M
201 · 60 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.0M
109 · 39 Exit · ≈
⚖️ Net
+4.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.15B
Institutions
336
New Buys
60
Adds
141
Reduces
70
Exits
39
Unchanged
65
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#104$496.9M6.1M$422.0M5.5M+634,206+11.62%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#91$227.8M2.8M$205.8M2.7M+130,707+4.91%Add
STATE STREET CORP
<0.01%0.01%#132$167.1M2.0M$148.3M1.9M+131,136+6.83%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#162$138.8M1.7M$126.8M1.6M+61,669+3.76%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#140$82.0M1.0M$71.6M925,771+79,287+8.56%Add
Zimmer Partners, LP
1.88%#3$81.5M1.0M$00+1.0MNew Buy
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#90$57.2M700,969$52.9M684,267+16,702+2.44%Add
MORGAN STANLEY
<0.01%<0.01%#179$44.5M545,468$28.5M338,272+207,196+61.25%Add
WESTWOOD HOLDINGS GROUP INC
0.33%#9$43.3M530,621$00+530,621New Buy
GABELLI FUNDS LLC
0.27%0.14%#14$41.9M513,700$21.0M271,200+242,500+89.42%Add
TWO SIGMA INVESTMENTS, LP
0.03%0.01%#54$39.7M486,961$13.1M169,074+317,887+188.02%Add
FIRST TRUST ADVISORS LP
0.02%0.02%#63$36.5M447,445$34.5M446,870+575+0.13%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#133$35.4M434,562$32.3M418,151+16,411+3.92%Add
NORTHERN TRUST CORP
<0.01%<0.01%#149$32.2M394,580$27.9M360,849+33,731+9.35%Add
Nuveen, LLC
0.01%<0.01%#108$27.5M337,689$14.3M185,454+152,235+82.09%Add
Bank of New York Mellon Corp
<0.01%<0.01%#139$27.1M332,193$24.8M320,415+11,778+3.68%Add
Qube Research & Technologies Ltd
0.02%0.03%#62$26.9M329,710$25.5M330,037-327-0.10%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#97$24.5M300,293$2.6M34,218+266,075+777.59%Add
DEPRINCE RACE & ZOLLO INC
0.39%0.4%#7$21.4M277,117$21.4M277,11700.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#138$20.4M249,913$19.0M246,323+3,590+1.46%Add
SPEECE THORSON CAPITAL GROUP INC
3.99%3.34%#1$18.6M228,679$14.7M189,547+39,132+20.65%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#190$16.3M200,135$3.9M50,611+149,524+295.44%Add
Yaupon Capital Management LP
0.32%#10$16.3M200,000$00+200,000New Buy
Legal & General Group Plc
<0.01%<0.01%#157$15.4M189,397$14.1M182,530+6,867+3.76%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#214$15.0M184,129$17.5M226,486-42,357-18.70%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#105$14.9M182,427$13.8M178,194+4,233+2.38%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.03%0.03%#58$10.6M129,684$10.1M130,768-1,084-0.83%Reduce
SEGALL BRYANT & HAMILL, LLC
0.12%#24$10.2M125,019$00+125,019New Buy
SEVEN GRAND MANAGERS, LLC
0.41%#6$10.2M125,000$00+125,000New Buy
TUDOR INVESTMENT CORP ET AL
0.01%0.02%#78$10.1M124,286$12.3M159,622-35,336-22.14%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%0.01%#141$9.7M119,543$9.5M122,768-3,225-2.63%Reduce
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#127$9.3M113,927$10.4M134,357-20,430-15.21%Reduce
Invesco Ltd.
<0.01%<0.01%#245$9.1M111,477$9.0M116,213-4,736-4.08%Reduce
SOROS FUND MANAGEMENT LLC
0.11%#27$8.7M106,813$00+106,813New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%0.01%#165$8.6M104,886$13.1M169,646-64,760-38.17%Reduce
UBS Group AG
<0.01%<0.01%#229$8.2M100,350$4.7M61,050+39,300+64.37%Add
Burkehill Global Management, LP
0.29%#12$8.2M100,000$00+100,000New Buy
ProShare Advisors LLC
0.01%0.01%#87$7.5M92,281$6.4M83,383+8,898+10.67%Add
RHUMBLINE ADVISERS
0.01%0.01%#119$7.5M91,655$6.6M85,637+6,018+7.03%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#211$6.8M82,910$5.2M67,447+15,463+22.93%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#267$6.8M82,804$7.7M99,834-17,030-17.06%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#94$6.6M81,300$5.2M67,600+13,700+20.27%Add
Swiss National Bank
<0.01%<0.01%#159$6.0M73,750$5.6M72,050+1,700+2.36%Add
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
0.03%0.03%#53$6.0M73,449$5.8M74,605-1,156-1.55%Reduce
Vennlight Capital Management, LP
3.75%#2$5.6M68,585$00+68,585New Buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#231$5.4M65,895$5.3M68,207-2,312-3.39%Reduce
Point72 Asset Management, L.P.
0.01%0.01%#113$5.4M65,875$6.2M80,070-14,195-17.73%Reduce
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#178$5.3M65,581$2.7M35,463+30,118+84.93%Add
HARBOUR INVESTMENTS, INC.
0.07%0.07%#34$5.1M62,664$4.6M59,747+2,917+4.88%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#261$5.1M62,010$4.2M53,686+8,324+15.50%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow