MGE Energy (MGEE)
Owner of Madison's regulated electric and natural gas utility.
$71.22
vs last close−1.48 (−2.04%)
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13F · 13D/G · Form 4
| Institutions | ≈ 96.86% | 53.40M shares | |
|---|---|---|---|
| 338 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.29% | 161.0K shares | |
| 18 holders · as of Sep 11, 2026 | |||
| Other | ≈ 2.85% | 1.57M shares | |
| remainder | |||
55.13M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (55.13M in the company's Sep 23, 2026 report, 37.75M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 2 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
338 holders · 26.70M shares · 58 new positions · 205 increased · 72 reduced · 38 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.09M | 11.05% | +634.2K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.79M | 5.07% | +130.7K | Aug 13, 2026 |
| State Street Corp | 2.05M | 3.72% | +131.1K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.70M | 3.09% | +61.7K | Aug 13, 2026 |
| Geode Capital Management, LLC | 1.01M | 1.82% | +79.3K | Aug 12, 2026 |
| Zimmer Partners, LP | 1.00M | 1.81% | +1.00Mnew | Aug 14, 2026 |
| Dimensional Fund Advisors LP | 701.0K | 1.27% | +16.7K | Aug 11, 2026 |
| Morgan Stanley | 545.5K | 0.99% | +239.1K | Aug 13, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 15.40% | 5.62M | 13G | Oct 17, 2025 |
| Vanguard Portfolio Management | 7.34% | 2.69M | 13G | Apr 29, 2026 |
| State Street Corporation | 5.40% | 1.96M | 13G | May 13, 2025 |
| Vanguard Capital Management | 5.29% | 1.94M | 13G | Apr 30, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 9, 2026 | James G. Berbeedirector | Purchase | 275 | $77.35 | 10,013 |
| Aug 19, 2026 | James G. Berbeedirector | Purchase | 261 | $81.30 | 9,738 |
| Mar 11, 2026 | James G. Berbeedirector | Purchase | 373 | $77.74 | 9,362 |
| Dec 5, 2025 | James G. Berbeedirector | Purchase | 270 | $78.57 | 6,889 |
House and Senate disclosures
Not reported.