MGE ENERGY INC — Institutional Ownership
Which tracked institutions hold MGEE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
33
Funds holding
$898625182
Total value held
Buying
20 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $496896608 | 6093900 | +634206 | +11.62% |
| 2 | State Street Corp | $167141834 | 2049814 | +131136 | +6.83% |
| 3 | Morgan Stanley | $44477573 | 545468 | +239075 | +78.03% |
| 4 | Westwood Holdings Group Inc | $43266835 | 530621 | +530621 | NEW BUY |
| 5 | Northern Trust Corp | $32174054 | 394580 | +33731 | +9.35% |
| 6 | Bank Of New York Mellon Corp | $27086981 | 332193 | +11778 | +3.68% |
| 7 | Goldman Sachs Group Inc | $15013907 | 184129 | -42357 | -18.70% |
| 8 | Principal Financial Group Inc | $14875097 | 182427 | +4233 | +2.38% |
| 9 | Invesco Ltd. | $9089835 | 111477 | +111477 | NEW BUY |
| 10 | Ubs Group Ag | $8182539 | 100350 | +100350 | NEW BUY |
| 11 | Ameriprise Financial Inc | $6760490 | 82910 | +82910 | NEW BUY |
| 12 | Bank Of America Corp /De/ | $6751807 | 82804 | -17030 | -17.06% |
| 13 | Wells Fargo & Company/Mn | $4442609 | 54484 | +22116 | +68.33% |
| 14 | Jpmorgan Chase & Co | $3649797 | 43787 | -5479 | -11.12% |
| 15 | Prudential Financial Inc | $3174678 | 38934 | +1695 | +4.55% |
| 16 | Us Bancorp \De\ | $3013718 | 36960 | -1376 | -3.59% |
| 17 | Sei Investments Co | $2212268 | 27131 | -5726 | -17.43% |
| 18 | Citigroup Inc | $1865879 | 22883 | +13204 | +136.42% |
| 19 | Bank Of Montreal /Can/ | $1350221 | 16559 | -28006 | -62.84% |
| 20 | Janus Henderson Group Plc | $1265537 | 16376 | +16376 | NEW BUY |
| 21 | Fifth Third Bancorp | $982720 | 12052 | -8199 | -40.49% |
| 22 | Royal Bank Of Canada | $901000 | 11058 | +5582 | +101.94% |
| 23 | Hennessy Advisors Inc | $862612 | 10579 | +10579 | NEW BUY |
| 24 | Raymond James Financial Inc | $752695 | 9231 | -506 | -5.20% |
| 25 | First Business Financial Services, Inc. | $608125 | 7458 | — | Held |
| 26 | Barclays Plc | $586110 | 7188 | -1802 | -20.04% |
| 27 | Stifel Financial Corp | $332558 | 4078 | +4078 | NEW BUY |
| 28 | Franklin Resources Inc | $322980 | 3961 | -73 | -1.81% |
| 29 | Pnc Financial Services Group, Inc. | $304552 | 3735 | +739 | +24.67% |
| 30 | Associated Banc-Corp | $273974 | 3360 | — | Held |
| 31 | First Horizon Corp | $5219 | 64 | +64 | NEW BUY |
| 32 | Amalgamated Financial Corp. | $361 | 4530 | +4530 | NEW BUY |
| 33 | Community Financial System, Inc. | $9 | 240 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.