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
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,902874.6K $0.09 %0.03 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 10,253792.5K $0.19 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 10,247840.5K $0.05 %0.03 %as of Feb 28, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 9,952769.2K $0.12 %0.03 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 9,849790.1K $0.00 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 9,604742.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,488733.3K $0.10 %0.03 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 9,165751.7K $0.38 %0.02 %as of Feb 28, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,214557.6K $0.10 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 7,014542.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,774523.6K $0.10 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,693517.3K $0.02 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 6,463499.5K $0.07 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,359510.1K $0.00 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 6,320518.4K $0.23 %0.02 %as of Feb 28, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,209479.9K $0.05 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,206479.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 6,149504.3K $0.19 %0.02 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 6,114501.5K $3.56 %0.02 %as of Feb 28, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 6,064468.7K $0.32 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 6,005492.5K $0.06 %0.02 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 5,648453.1K $0.05 %0.01 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,619450.8K $0.25 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,543444.7K $0.04 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,520442.8K $0.11 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 5,410418.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,314435.9K $0.04 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,181400.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 5,099409K $0.05 %0.01 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 4,764368.2K $0.02 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,511348.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,437342.9K $0.10 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,182323.2K $0.18 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,173334.8K $0.04 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,168322.1K $0.10 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 3,984319.6K $0.05 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,982319.4K $0.09 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,771291.5K $0.09 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,694285.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,085238.4K $0.09 %0.01 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 3,034234.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,000246.1K $0.03 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,963237.7K $0.09 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,956228.5K $0.00 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,905238.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 2,854228.9K $0.01 %0.01 %as of Apr 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,812217.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,654205.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,613202K $0.05 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,606201.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,590200.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,549209.1K $0.08 %0.01 %as of Feb 28, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 2,546196.8K $0.40 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,474191.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,469190.8K $0.10 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,465190.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,334191.4K $0.15 %0.01 %as of Feb 28, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 2,317179.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,287187.6K $0.07 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,275186.6K $0.06 %0.01 %as of Feb 28, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,228172.2K $0.06 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,196176.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 2,178168.3K $0.36 %0.01 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 2,060159.2K $0.10 %0.01 %as of Mar 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 2,027166.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,023162.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 1,997154.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,973152.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,637126.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,608129K $0.07 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,607128.9K $0.05 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,599131.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,583129.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,493115.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
Utilities Fund Rydex Series Funds 1,465113.2K $0.38 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,444111.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,367105.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,314105.4K $0.13 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,240101.7K $0.19 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,21593.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 1,21193.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,19996.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,14892.1K $0.12 %0.00 %as of Apr 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,12690.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,10085K $0.01 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,04280.5K $0.10 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,01681.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,01678.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,00277.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 97878.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 88972.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 88068K $0.01 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 87667.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 87470.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 82363.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 77963.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
SGI Small Cap Core Fund RBB Fund, Inc. 73560.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 73458.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 68552.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Utilities Fund Rydex Variable Trust 68352.8K $0.40 %0.00 %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 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