Titelia

Fund shareholders of MGE Energy Inc

ISIN US55277P1049 · United States · LEI 549300BYWGHSXX2TEO67

Fund shareholders
235
Of which ETFs
65 170 other funds
Value held
1B $
Share of capital
35.1 % of 37.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,193,858169.6M $0.18 %5.81 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,170,73890.5M $0.00 %3.10 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 901,81269.7M $0.10 %2.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 844,07965.2M $0.04 %2.23 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 536,86341.5M $0.07 %1.42 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 445,47434.4M $0.43 %1.18 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 406,71631.4M $0.04 %1.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 365,28429.3M $0.09 %0.97 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 351,17827.1M $0.13 %0.93 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 330,46825.5M $0.18 %0.87 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 248,69120.4M $0.18 %0.66 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 237,47818.4M $0.19 %0.63 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 205,14116.5M $0.01 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 189,75115.6M $0.04 %0.50 %as of Feb 28, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 185,50014.3M $0.81 %0.49 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 182,99415M $0.10 %0.48 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 178,42013.8M $0.18 %0.47 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 177,97714.6M $0.07 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 174,49514M $0.07 %0.46 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 157,84012.2M $0.19 %0.42 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 157,27212.2M $0.10 %0.42 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 151,70211.7M $0.09 %0.40 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 143,78211.5M $0.01 %0.38 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 140,61811.3M $0.29 %0.37 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 127,38310.2M $0.14 %0.34 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 125,40610.3M $0.19 %0.33 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 115,9379.3M $0.07 %0.31 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 96,4127.5M $0.19 %0.26 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 95,1007.4M $0.18 %0.25 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 82,2586.4M $0.33 %0.22 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 81,0666.3M $0.07 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 80,9866.5M $0.09 %0.21 %as of Apr 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 75,8626.2M $0.94 %0.20 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 75,4316.2M $0.06 %0.20 %as of Feb 28, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 72,8345.8M $0.23 %0.19 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 70,2525.8M $0.00 %0.19 %as of Feb 28, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 65,7165.3M $0.58 %0.17 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 60,0104.6M $0.10 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 58,1654.8M $0.19 %0.15 %as of Feb 28, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 56,7904.4M $0.15 %0.15 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 56,7824.4M $0.18 %0.15 %as of Mar 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 55,8974.5M $0.18 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 54,5714.5M $0.00 %0.14 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 51,1124M $1.56 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,5833.5M $0.00 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 45,1513.6M $0.09 %0.12 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 44,6423.6M $0.01 %0.12 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 42,6093.4M $0.01 %0.11 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,6033.3M $0.01 %0.11 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 40,1913.3M $0.19 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 38,4543M $0.09 %0.10 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 38,1302.9M $0.00 %0.10 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,8273M $0.01 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 36,5863M $0.32 %0.10 %as of Feb 28, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 36,4222.8M $0.08 %0.10 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 35,3702.9M $1.21 %0.09 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 31,0502.4M $0.18 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 28,7232.3M $0.17 %0.08 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 26,9462.2M $0.18 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 26,0862M $0.18 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 25,0642M $0.00 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,9151.9M $0.10 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 24,3911.9M $0.18 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 22,9931.9M $0.08 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,8161.9M $0.00 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 22,5431.8M $0.01 %0.06 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 21,8241.7M $0.09 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,4621.7M $0.00 %0.06 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 20,3941.7M $0.19 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,3521.6M $0.00 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 20,2791.6M $0.10 %0.05 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,9291.6M $0.06 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,9981.5M $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 18,3131.4M $0.06 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 18,2101.5M $0.17 %0.05 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,6491.4M $0.10 %0.05 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,3181.4M $0.24 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,1681.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 16,9491.3M $0.09 %0.04 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 16,2481.3M $0.06 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 16,0151.3M $0.09 %0.04 %as of Apr 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 15,2971.3M $1.02 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 14,8581.2M $0.10 %0.04 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 14,6261.1M $0.10 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,1071.1M $0.15 %0.04 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 13,5641.1M $0.12 %0.04 %as of Feb 28, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 13,5191.1M $0.28 %0.04 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 13,3101M $0.34 %0.04 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,0241.1M $0.10 %0.03 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 12,9681M $0.16 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 12,848993K $0.18 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,8471M $0.04 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,771987.1K $0.04 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 12,5691M $0.01 %0.03 %as of Feb 28, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 12,499966K $0.18 %0.03 %as of Mar 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 12,279985K $0.18 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,210943.7K $0.05 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,651900.5K $0.09 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 11,064887.6K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,911843.3K $0.09 %0.03 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 3.56 %as of Feb 28, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.56 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.21 %as of Feb 28, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.02 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.94 %as of Feb 28, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 0.81 %as of Mar 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 0.58 %as of Apr 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 0.43 %as of Mar 31, 2026 ↗
Utilities Fund Rydex Variable Trust 0.40 %as of Mar 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 0.40 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2235+113,267,455-2.2 %
2026Q1234-713,568,718-1.3 %
2025Q4241-613,751,320-4.3 %
2025Q3247-114,373,888-1.0 %
2025Q2248+614,522,498-0.4 %
2025Q1242+114,584,047-1.3 %
2024Q4241-514,777,598-0.1 %
2024Q3246+514,796,008-6.0 %
2024Q2241+3215,744,147+39.2 %
2024Q1209-411,309,809-11.6 %
2023Q421312,794,044

Institutional managers

308 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.5,459,694422M $as of Mar 31, 2026
STATE STREET CORP1,918,678148.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC925,77171.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP684,26752.9M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP446,87034.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC418,15132.3M $as of Mar 31, 2026
NORTHERN TRUST CORP360,84927.9M $as of Mar 31, 2026
Qube Research & Technologies Ltd330,03725.5M $as of Mar 31, 2026
Bank of New York Mellon Corp320,41524.8M $as of Mar 31, 2026
MORGAN STANLEY306,39323.7M $as of Mar 31, 2026
DEPRINCE RACE & ZOLLO INC277,11721.4M $as of Mar 31, 2026
GABELLI FUNDS LLC271,20021M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC226,48617.5M $as of Mar 31, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC221,26317.1M $as of Mar 31, 2026
SPEECE THORSON CAPITAL GROUP INC189,54714.7K $as of Mar 31, 2026
Nuveen, LLC185,45414.3M $as of Mar 31, 2026
Legal & General Group Plc182,53014.1M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC178,19413.8M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC169,64613.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP169,07413.1M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL159,62212.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC134,35710.4M $as of Mar 31, 2026
Public Sector Pension Investment Board130,76810.1M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP122,7689.5M $as of Mar 31, 2026
Invesco Ltd.116,2139M $as of Mar 31, 2026

Declared shareholders of MGE Energy Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.34 %2,686,624as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.29 %1,936,460as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of MGE Energy Inc". https://titelia.com/en/stocks/mge-energy-inc-US55277P1049