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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| World Energy Fund Cavanal Hill Funds | 670 | 55K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 664 | 54.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 631 | 48.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 620 | 47.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 573 | 46K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 517 | 42.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 495 | 40.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 459 | 35.5K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 417 | 33.5K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 400 | 32.8K $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 400 | 30.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 372 | 28.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 365 | 28.2K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 345 | 26.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 308 | 24.7K $ | 0.16 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 220 | 17K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Cornerstone Aggressive Fund Victory Portfolios III | 206 | 16.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 197 | 15.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 183 | 14.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 153 | 11.8K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 151 | 11.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 125 | 10K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 123 | 9.5K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 112 | 9K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 108 | 8.7K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 99 | 7.9K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 93 | 7.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 84 | 6.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 67 | 5.4K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 55 | 4.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 50 | 3.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 38 | 3.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 25 | 2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 984.2 $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 10 | 772.9 $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 235 | +1 | 13,267,455 | -2.2 % |
| 2026Q1 | 234 | -7 | 13,568,718 | -1.3 % |
| 2025Q4 | 241 | -6 | 13,751,320 | -4.3 % |
| 2025Q3 | 247 | -1 | 14,373,888 | -1.0 % |
| 2025Q2 | 248 | +6 | 14,522,498 | -0.4 % |
| 2025Q1 | 242 | +1 | 14,584,047 | -1.3 % |
| 2024Q4 | 241 | -5 | 14,777,598 | -0.1 % |
| 2024Q3 | 246 | +5 | 14,796,008 | -6.0 % |
| 2024Q2 | 241 | +32 | 15,744,147 | +39.2 % |
| 2024Q1 | 209 | -4 | 11,309,809 | -11.6 % |
| 2023Q4 | 213 | 12,794,044 |
Institutional managers
308 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,459,694 | 422M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,918,678 | 148.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 925,771 | 71.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 684,267 | 52.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 446,870 | 34.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 418,151 | 32.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 360,849 | 27.9M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 330,037 | 25.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 320,415 | 24.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 306,393 | 23.7M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 277,117 | 21.4M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 271,200 | 21M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 226,486 | 17.5M $ | as of Mar 31, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 221,263 | 17.1M $ | as of Mar 31, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | 189,547 | 14.7K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 185,454 | 14.3M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 182,530 | 14.1M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 178,194 | 13.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 169,646 | 13.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 169,074 | 13.1M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 159,622 | 12.3M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 134,357 | 10.4M $ | as of Mar 31, 2026 |
| Public Sector Pension Investment Board | 130,768 | 10.1M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 122,768 | 9.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 116,213 | 9M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.34 % | 2,686,624 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.29 % | 1,936,460 | as 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