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 ↗

Download this table: CSV, JSON

Report an error

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

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 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

Declared shareholders of MGE Energy Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

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