Titelia

Fund shareholders of MGE Energy Inc

ISIN US55277P1049 · United States · LEI 549300BYWGHSXX2TEO67

Fund shareholders
241
Of which ETFs
68 173 other funds
Value held
1.2B $
Share of capital
38.1 % of 37.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,274,357185.5M $0.17 %6.02 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,202,27198M $0.00 %3.18 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 967,10378.9M $0.10 %2.56 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 866,89070.7M $0.04 %2.29 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 548,37044.7M $0.07 %1.45 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 433,50035.3M $0.04 %1.15 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 412,35233.6M $0.42 %1.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 411,40932.7M $0.10 %1.09 %as of Jul 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 375,50030.6M $1.74 %0.99 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 369,24130.1M $0.14 %0.98 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 355,82329M $0.20 %0.94 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 346,75528.3M $0.17 %0.92 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 262,72120.9M $0.56 %0.70 %as of Jul 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 254,36019.2M $0.18 %0.67 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 237,47819.4M $0.17 %0.63 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 213,62617M $0.01 %0.57 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 189,67914.3M $0.08 %0.50 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 189,33014.3M $0.03 %0.50 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 175,70813.3M $0.06 %0.47 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 174,49513.9M $0.07 %0.46 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 169,33413.8M $0.17 %0.45 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 162,84313M $1.48 %0.43 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 162,50713.3M $0.17 %0.43 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 147,04011.7M $0.01 %0.39 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 138,98311.3M $0.01 %0.37 %as of Jun 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 127,79110.2M $0.13 %0.34 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 126,5189.6M $0.16 %0.33 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 120,5949.6M $0.06 %0.32 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 109,0468.9M $0.17 %0.29 %as of Jun 30, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 101,9348.1M $0.30 %0.27 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 98,0948M $0.17 %0.26 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 91,5187.3M $0.10 %0.24 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 81,8786.7M $0.31 %0.22 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 78,2155.9M $0.90 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 70,2525.3M $0.00 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 68,8905.6M $0.09 %0.18 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 60,8454.6M $0.05 %0.16 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 58,8964.8M $0.17 %0.16 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 58,3344.8M $0.01 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 55,6254.2M $0.00 %0.15 %as of May 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 55,5354.4M $0.19 %0.15 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 54,5494.1M $0.16 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 52,5924.3M $0.20 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 49,5733.9M $0.10 %0.13 %as of Jul 31, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 49,3994M $1.55 %0.13 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 47,0053.5M $0.13 %0.12 %as of May 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 46,9873.8M $0.08 %0.12 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 44,8303.6M $0.01 %0.12 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 44,6423.6M $0.01 %0.12 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 43,2703.3M $0.06 %0.11 %as of May 29, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 40,6563.3M $0.09 %0.11 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,6033.2M $0.01 %0.11 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 40,1023M $0.16 %0.11 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,8273M $0.01 %0.10 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 36,8573M $0.02 %0.10 %as of Jun 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 34,1452.8M $0.09 %0.09 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 32,3002.6M $0.17 %0.09 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 32,0952.6M $0.19 %0.08 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 31,0842.3M $1.00 %0.08 %as of May 31, 2026 ↗
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 29,2572.4M $0.53 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 28,9372.3M $0.00 %0.08 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 27,8112.2M $0.17 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,6152.2M $0.10 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 26,0862.1M $0.17 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 24,7872M $0.17 %0.07 %as of Jun 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 24,7782M $1.08 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 24,5751.9M $0.01 %0.07 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 23,4621.9M $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 22,8161.7M $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 21,7291.6M $0.16 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 21,0601.7M $0.00 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 20,2791.7M $0.09 %0.05 %as of Jun 30, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 20,0001.6M $1.11 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,9651.6M $0.00 %0.05 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,9461.6M $0.06 %0.05 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 19,0871.6M $0.09 %0.05 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 18,3131.5M $0.05 %0.05 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,0911.4M $0.08 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 18,0231.4M $0.10 %0.05 %as of Jul 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 17,7371.3M $1.06 %0.05 %as of May 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 17,7071.4M $0.17 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,6421.4M $0.00 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,5651.4M $0.24 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 17,2001.4M $0.06 %0.05 %as of Jul 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 16,9481.4M $0.39 %0.04 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 16,8381.4M $0.04 %0.04 %as of Jun 30, 2026 ↗
Mairs & Power Small Cap Fund Trust for Professional Managers 16,5081.3M $0.50 %0.04 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 15,1121.2M $0.12 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 14,9361.1M $0.08 %0.04 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 14,0461.1M $0.04 %0.04 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,8951M $0.08 %0.04 %as of May 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 13,5411M $0.24 %0.04 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13,4471.1M $0.13 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,9711.1M $0.03 %0.03 %as of Jun 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 12,799966.3K $0.11 %0.03 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 12,791965.7K $0.01 %0.03 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 12,6711M $0.14 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 12,5571M $0.16 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 12,5521M $0.17 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,4081M $0.09 %0.03 %as of Jun 30, 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 2.66 %as of May 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 1.74 %as of Jun 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.55 %as of Jun 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.48 %as of Jul 31, 2026 ↗
Keeley Small Cap Fund Teton Westwood Funds 1.11 %as of Jun 30, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 1.08 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.06 %as of May 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.00 %as of May 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 0.90 %as of May 31, 2026 ↗
Simplify Piper Sandler US Small-Cap PLUS Income ETF Simplify Exchange Traded Funds 0.62 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3241+614,386,913+8.4 %
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 table shows the 25 largest.

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
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Titelia. "Fund shareholders of MGE Energy Inc". https://titelia.com/en/stocks/mge-energy-inc-US55277P1049