MGE Energy Inc
Ownership
Ownership Structure
Who owns MGE Energy Inc (MGEE)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.8% of the shares are freely tradable; institutional investors hold 58.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.45 | 5,459,694 | -4.5 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 7.05 | 2,663,101 | +0.0 | 03/31/2026 |
| State Street Corp | 5.08 | 1,918,678 | +1.3 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.34 | 1,641,026 | +0.0 | 03/31/2026 |
| Zimmer Partners LP | 2.65 | 1,000,000 | +0.0 | 06/30/2026 |
| Geode Capital Management, LLC | 2.45 | 925,771 | +0.4 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.09 | 2,300,963 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.20 | 1,209,917 | +0.6 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.52 | 952,578 | -0.6 | 08/31/2026 |
| Vanguard Small Cap Index | 2.30 | 867,303 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Berbee James G | Director | 10,013 | 750,978 $ | Sep 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Berbee James G | Director | Buy | 275 | 77.35 | 21,271 |
| Aug 19, 2026 | Berbee James G | Director | Buy | 261 | 81.30 | 21,219 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.