Mge Energy MGEE Institutional Ownership

NASDAQ MGEE

$76.70 -1.12 (-1.44%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

335 Institutions

Increased 204 60.9%

Unchanged 60 17.9%

Reduced 71 21.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

71.82%

▲+12.13 pp QoQ

Shares Held by Institutions

26.82Mn

of 37.35Mn outstanding

▲+25.80% QoQ

Shares Outstanding

37.35Mn

10.53Mn held outside 13F filers

Institutional Investors

335

filed 13F for Jun 2026

▲+20 vs prior quarter

Net Shares Added (QoQ)

+5.50Mn

accumulated since last quarter

Value of Holdings

$2.08Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Mge Energy Inc (NASDAQ:MGEE) showed up in the 13F filings of 335 institutional investors as of June 2026.

These investors collectively held 71.8% of Mge Energy's outstanding shares in June 2026, up from 59.7% in March 2026.
They increased total shares held in Mge Energy by 25.8% from last quarter, and the number of investors in MGEE increased 14.73% annually.
Among the 335 funds, 204 bought more Mge Energy shares, 71 sold down, and 60 held their ground.
Institutional investors collectively held 26.82Mn shares in Mge Energy as of June 2026, up by 5.5Mn shares quarter on quarter, and up 4.15Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Mge Energy with 6.09Mn shares, accounting for 16.32% of total shares outstanding.
Top purchasers of MGEE stock for the quarter ending June 2026 included Zimmer Partners, LP (1.0Mn), BlackRock, Inc. (634.21K), Westwood Holdings Group Inc (530.62K), Sixth Street Partners Management Company, L.P. (434.56K), TWO SIGMA INVESTMENTS, LP (317.89K).
Top sellers of MGEE stock for the quarter ending June 2026 included SILVERCREST ASSET MANAGEMENT GROUP LLC (213.42K), MILLENNIUM MANAGEMENT LLC (64.76K), Goldman Sachs Group Inc (42.36K), TUDOR INVESTMENT CORP ET AL (35.34K), Bank Of Montreal /Can/ (28.01K).
Mge Energy's 10 largest shareholders as of June 2026 include BlackRock, Inc. (6.09Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.79Mn), State Street Corp (2.05Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.7Mn), GEODE CAPITAL MANAGEMENT, LLC (1.01Mn), Zimmer Partners, LP (1.0Mn), DIMENSIONAL FUND ADVISORS LP (700.97K), Morgan Stanley (545.47K), Westwood Holdings Group Inc (530.62K), GABELLI FUNDS LLC (513.7K) per Business Quant data.

Form 13F Holdings

335 Institutional Holders

Report period 30 Jun, 2026

Total shares held 26.82Mn

Of outstanding 71.82%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,093,900	16.32%	▲634,206	+11.62%	$496.90Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,793,808	7.48%	▲130,707	+4.91%	$227.81Mn
3	State Street Corp	0000093751	2,049,814	5.49%	▲131,136	+6.83%	$167.14Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,702,695	4.56%	▲61,669	+3.76%	$138.84Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,005,058	2.69%	▲79,287	+8.56%	$81.97Mn
6	Zimmer Partners, LP	0001565854	1,000,000	2.68%	▲1,000,000	0.00%	$81.54Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	700,969	1.88%	▲16,702	+2.44%	$57.15Mn
8	Morgan Stanley	0000895421	545,468	1.46%	▲239,075	+78.03%	$44.48Mn
9	Westwood Holdings Group Inc	0001165002	530,621	1.42%	▲530,621	0.00%	$43.27Mn
10	GABELLI FUNDS LLC	0001081407	513,700	1.38%	▲242,500	+89.42%	$41.89Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	486,961	1.30%	▲317,887	+188.02%	$39.71Mn
12	FIRST TRUST ADVISORS LP	0001125816	447,445	1.20%	▲575	+0.13%	$36.48Mn
13	Sixth Street Partners Management Company, L.P.	0001812095	434,562	1.16%	▲434,562	0.00%	$35.43Mn
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	434,562	1.16%	▲16,411	+3.92%	$35.43Mn
14	Northern Trust Corp	0000073124	394,580	1.06%	▲33,731	+9.35%	$32.17Mn
15	DEPRINCE RACE & ZOLLO INC	0001008894	350,904	0.94%	▲73,787	+26.63%	$28.61Mn
16	Nuveen, LLC	0001871926	337,689	0.90%	▲152,235	+82.09%	$27.54Mn
17	Bank of New York Mellon Corp	0001390777	332,193	0.89%	▲11,778	+3.68%	$27.09Mn
18	Qube Research & Technologies Ltd	0001729829	329,710	0.88%	▼327	-0.10%	$26.88Mn
19	AQR CAPITAL MANAGEMENT LLC	0001167557	300,293	0.80%	▲266,075	+777.59%	$24.49Mn

Showing 1 to 20 of 335 holders