MGEE · Mge Energy Inc · Shareholders & Ownership
$73.54
+0.06 (+0.08%)
At close · Oct 26
Return incl. dividend (before tax)
Market Cap
$2.70B
Shares
36.76M
Volume · Oct 26
121.4K
Avg daily vol (3M)
171.22K
Every disclosed holder of MGEE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MGEE
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 26,137,915 | 71.11% |
| Insiders (Forms 3, 4, 5) | 162,360 | 0.44% |
| 13D/G-only blocks | 960,854 | 2.61% |
| Remaining | 9,495,293 | 25.83% |
| Registered funds (N-PORT, not summed) | 14,507,747 | 39.47% |
Shares outstanding: 36,756,422, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MGEE
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,093,900 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,274,357 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
967,103 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
355,823 | ||
| 1.4 |
iShares S&P Small-Cap 600 Growth ETF
Fund
S000004314 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
169,334 | ||
| 1.5 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
162,507 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,793,808 | ||
| 3 |
|
2,049,814 | ||
| 3.1 |
State Street(R) SPDR(R) S&P(R) Dividend ETF
Fund
S000006981 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
369,241 | ||
| 3.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
346,755 | ||
| 3.3 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
Fund
S000006990 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
109,046 | ||
| 3.4 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
98,094 | ||
| 3.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
12,971 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,702,695 | ||
| 5 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,202,271 | ||
| 6 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,005,058 | ||
| 7 |
Zimmer Partners, LP
13F
CIK 1565854 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,000,000 | ||
| 8 |
T. Rowe Price Investment Management, Inc.
13G
CIK 1897612 · Investment adviser · Sep 30, 2024
|
960,854 | ||
| 9 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
866,890 | ||
| 10 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
700,969 | ||
| 10.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
174,495 | ||
| 10.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
127,791 | ||
| 10.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
120,594 | ||
| 10.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
44,830 | ||
| 10.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
40,603 | ||
| 11 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
548,370 | ||
| 12 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
545,468 | ||
| 12.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
25 | ||
| 13 |
WESTWOOD HOLDINGS GROUP INC
13F
CIK 1165002 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
530,621 | ||
| 14 |
GABELLI FUNDS LLC
13F
CIK 1081407 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
513,700 | ||
| 14.1 |
The Gabelli Utilities Fund
Fund
S000001075 · Registered fund · Jun 30, 2026
Gabelli Utilities Fund, not summed
|
375,500 | ||
| 14.2 |
Keeley Small Cap Fund
Fund
S000001085 · Registered fund · Jun 30, 2026
Teton Westwood Funds, not summed
|
20,000 | ||
| 15 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
486,961 | ||
| 16 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
447,445 | ||
| 16.1 |
First Trust Value Line Dividend Index Fund
Fund
S000013817 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund, not summed
|
412,352 | ||
| 16.2 |
First Trust Small Cap Core AlphaDEX Fund
Fund
S000017339 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
32,095 | ||
| 16.3 |
First Trust Small Cap Value AlphaDEX Fund
Fund
S000031807 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
5,863 | ||
| 16.4 |
First Trust Multi Cap Value AlphaDEX Fund
Fund
S000017342 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
1,015 | ||
| 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
434,562 | ||
| 17.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
175,708 | ||
| 17.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
91,518 | ||
| 17.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
60,845 | ||
| 17.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
23,462 | ||
| 17.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
22,816 | ||
| 18 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
433,500 | ||
| 19 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
394,580 | ||
| 19.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
19,087 | ||
| 19.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
5,260 | ||
| 19.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,738 | ||
| 20 |
|
337,689 | ||
| 20.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
138,983 | ||
| 20.2 |
Nuveen Quant Small/Mid Cap Equity Fund
Fund
S000054623 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
101,934 | ||
| 20.3 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
49,573 | ||
| 20.4 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
44,642 | ||
| 20.5 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
685 | ||
| 21 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
332,193 | ||
| 21.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
1,407 | ||
| 22 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
329,710 | ||
| 23 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
300,293 | ||
| 24 |
American Beacon Small Cap Value Fund
Fund
S000001818 · Registered fund · Jul 31, 2026
AMERICAN BEACON FUNDS, not summed
|
262,721 | ||
| 25 |
VANGUARD UTILITIES INDEX FUND
Fund
S000004445 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
254,360 | ||
| 26 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
249,913 | ||
| 27 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
237,478 | ||
| 28 |
SPEECE THORSON CAPITAL GROUP INC
13F
CIK 900169 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
228,679 | ||
| 29 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
213,626 | ||
| 30 |
Yaupon Capital Management LP
13F
CIK 1755028 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,000 | ||
| 31 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
189,679 | ||
| 32 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,397 | ||
| 33 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
184,129 | ||
| 33.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
5,009 | ||
| 33.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
4,181 | ||
| 34 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
182,427 | ||
| 34.1 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
27,811 | ||
| 34.2 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
2,493 | ||
| 35 |
WESTWOOD QUALITY SMALLCAP FUND
Fund
S000072842 · Registered fund · Jul 31, 2026
Ultimus Managers Trust, not summed
|
162,843 | ||
| 36 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
147,735 | ||
| 37 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
147,040 | ||
| 38 |
Public Sector Pension Investment Board
13F
CIK 1396318 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,684 | ||
| 39 |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
Fund
S000030017 · Registered fund · May 31, 2026
VANGUARD ADMIRAL FUNDS, not summed
|
126,518 | ||
| 40 |
SEGALL BRYANT & HAMILL, LLC
13F
CIK 1006378 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,019 | ||
| 40.1 |
SBH SMALL CAP VALUE FUND
Fund
S000065432 · Registered fund · Jun 30, 2026
Segall Bryant & Hamill Trust, not summed
|
29,257 | ||
| 41 |
SEVEN GRAND MANAGERS, LLC
13F
CIK 1909126 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
125,000 | ||
| 42 |
TUDOR INVESTMENT CORP ET AL
13F
CIK 923093 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
124,286 | ||
| 43 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
119,543 | ||
| 44 |
VICTORY CAPITAL MANAGEMENT INC
13F
CIK 1040188 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
113,927 | ||
| 44.1 |
VictoryShares US Small Cap High Div Volatility Wtd ETF
Fund
S000049908 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
49,399 | ||
| 44.2 |
Victory Market Neutral Income Fund
Fund
S000037769 · Registered fund · Jun 30, 2026
Victory Portfolios II, not summed
|
34,145 | ||
| 44.3 |
Victory Small Cap Stock Fund
Fund
S000012914 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
5,099 | ||
| 44.4 |
Victory Extended Market Index Fund
Fund
S000012941 · Registered fund · Jul 31, 2026
Victory Portfolios III, not summed
|
4,349 | ||
| 44.5 |
Victory Cornerstone Moderately Aggressive Fund
Fund
S000012926 · Registered fund · May 31, 2026
Victory Portfolios III, not summed
|
2,027 | ||
| 45 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,477 | ||
| 45.1 |
Invesco S&P SmallCap Low Volatility ETF
Fund
S000030965 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
31,084 | ||
| 45.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
19,946 | ||
| 45.3 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
11,158 | ||
| 45.4 |
Invesco S&P SmallCap Utilities & Communication Services ETF
Fund
S000028295 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
6,308 | ||
| 45.5 |
Invesco S&P SmallCap 600 QVM Multi-Factor ETF
Fund
S000072320 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
6,250 | ||
| 46 |
SOROS FUND MANAGEMENT LLC
13F
CIK 1029160 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
106,813 | ||
| 47 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
104,886 | ||
| 48 |
|
100,350 | ||
| 49 |
Burkehill Global Management, LP
13F
CIK 1904549 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
100,000 | ||
| 50 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
92,281 | ||
| 50.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
78,215 | ||
| 50.2 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,737 | ||
| 50.3 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,372 | ||
| 50.4 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,359 | ||
| 50.5 |
ProShares Ultra SmallCap600
Fund
S000014259 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
438 |
33 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 470 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.
Key facts
CIK
1161728
CUSIP
55277P104
13F (30d)
57 filings
57 filers
Visit website
Investor relations