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 | 16.13 | 6,093,900 | +11.6 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 7.39 | 2,793,808 | +4.9 | 06/30/2026 |
| State Street Corp | 5.43 | 2,049,814 | +6.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.51 | 1,702,695 | +3.8 | 06/30/2026 |
| Geode Capital Management, LLC | 2.66 | 1,005,058 | +8.6 | 06/30/2026 |
| Zimmer Partners LP | 2.65 | 1,000,000 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.95 | 2,249,559 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.17 | 1,198,491 | -0.7 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.60 | 981,164 | -1.1 | 09/30/2026 |
| Vanguard Small Cap Index | 2.25 | 848,713 | -2.4 | 09/30/2026 |
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 | 739,963 $ | 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: November 3, 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.