MGE Energy Inc (NASDAQ:MGEE)
| 73.50 Delayed Data As of Sep 25 |  +0.04 / +0.05%Today’s Change | 61.67 Today|||52-Week Range 83.27 | +4.40% Year-to-Date |
Institutional investors purchased a net $887.7 thousand shares of MGEE during the quarter ended March 2019 and now own 54.51% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Electric Utilities industry and highlights that the smart money sees this stock as an important holding.
| Mutual fund holders | 37.89% |
| Other institutional | 16.62% |
| Individual stakeholders | 0.38% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2023 | FIRST TRUST ADVISORS LP Bought 912.6 Thousand shares of MGE Energy Inc |
| 6/30/2023 | JPMORGAN INVESTMENT MANAGEMENT, ... Bought 112.2 Thousand shares of MGE Energy Inc |
| 6/30/2023 | TIAA-CREF INVESTMENT MANAGEMENT ... Bought 50.1 Thousand shares of MGE Energy Inc |
Top 10 Owners of MGE Energy Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 11.28% | 4,077,497 | 295,333,108 | -30,490 | -0.74% |
| T. Rowe Price Investment Manageme... | 7.38% | 2,668,968 | 193,313,352 | +2,047 | +0.08% |
| BlackRock Fund Advisors | 6.93% | 2,506,670 | 181,558,108 | +31,910 | +1.29% |
| Victory Capital Management, Inc. ... | 3.10% | 1,120,101 | 81,128,915 | +34,428 | +3.17% |
| SSgA Funds Management, Inc. | 2.68% | 970,597 | 70,300,341 | -1,556 | -0.16% |
| First Trust Advisors LP | 2.57% | 929,031 | 67,289,715 | +912,577 | +5,546.23% |
| Dimensional Fund Advisors LP | 2.09% | 754,122 | 54,621,056 | +2,812 | +0.37% |
| Geode Capital Management LLC | 2.04% | 735,783 | 53,292,763 | +15,687 | +2.18% |
| Northern Trust Investments, Inc.(... | 1.18% | 426,360 | 30,881,255 | +2,774 | +0.65% |
| Gabelli Funds LLC | 1.10% | 396,500 | 28,718,495 | 0 | 0.00% |
Top 10 Mutual Funds Holding MGE Energy Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| T Rowe Price Small Cap Value Fund | 3.44% | 1,244,337 | 90,127,329 | +300 | +0.02% |
| Vanguard Total Stock Market ETF | 3.14% | 1,133,738 | 82,116,643 | -215 | -0.02% |
| Vanguard Small Cap Index Fund | 2.60% | 940,759 | 68,139,174 | +2,584 | +0.28% |
| First Trust Value Line Dividend I... | 2.49% | 900,857 | 65,249,073 | 0 | 0.00% |
| iShares Russell 2000 ETF | 2.27% | 819,486 | 59,355,371 | -1,152 | -0.14% |
| Vanguard Small Cap Value Index Fu... | 1.80% | 650,104 | 47,087,033 | -2,128 | -0.33% |
| Victory Sycamore Small Company Op... | 1.55% | 560,000 | 40,560,800 | +45,000 | +8.74% |
| Vanguard Extended Market Index Fu... | 1.40% | 504,760 | 36,559,767 | -196 | -0.04% |
| Fidelity Small Cap Index Fund | 0.89% | 321,238 | 23,267,268 | +2,972 | +0.93% |
| Gabelli Utilities Fund (The) | 0.83% | 300,000 | 21,729,000 | 0 | 0.00% |