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MGEE NASDAQ

MGE Energy, Inc.
1W: +2.7% 1M: +7.6% 3M: -7.0% YTD: -3.6% 1Y: -12.5% 3Y: +13.1% 5Y: +9.7%
$74.17
+0.63 (+0.86%)
Pre-Market: $73.80 (-0.37, -0.50%)
Weekly Expected Move ±2.4%
$70 $72 $73 $75 $77
NASDAQ · Utilities · Regulated Electric · Tech Score Buy · Power 60 · $2.8B mcap · 38M float · 0.543% daily turnover · Short 54% of daily vol
Credit Risk of going bust: lower than 84% of companies Debt: 24.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.13 (down 98%), MGE Energy, Inc. would be worth roughly what it owes.
Total debt $899.6M against a stock market value of $2.80B.
Distance to default 11.02 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $460.1M (short-term plus half of long-term), stock volatility 20.8%; Altman Z'' 2.10. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

ETF Exposure

160
ETFs Holding
Total ETF Value
2.84%
Max Weight
0.132%
Avg Weight

ETF Holdings by Value

ETFs Holding MGEE

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJR
iShares Core S&P Small-Cap ETF
0.1600% 602 5.3% 35.1 0.02%
2 NIR
0.1600% 602 6.4% 20.3 0.02%
3 VSMPX
0.0036% 3,485 34.6% 62.4 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
0.0036% 3,485 34.6% 62.4 0.01%
5 VTSAX
0.0036% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0036% 3,485 34.6% 62.4 0.01%
7 IWM
iShares Russell 2000 ETF
0.0941% 1,965 3.3% 9.3 0.02%
8 NJM
0.0796% 1,897 8.0% 11.8 0.01%
9 NAESX
0.0331% 1,302 4.3% 23.6 0.01%
10 VB
Vanguard Morningstar Small-Cap ETF
0.0331% 1,298 5.0% 22.8 0.01%
11 VSMAX
0.0331% 1,298 5.0% 22.8 0.01%
12 VSCIX
0.0331% 1,298 5.0% 22.8 0.01%
13 VBR
Vanguard Morningstar Small-Cap Value ETF
0.0596% 818 5.7% 19.9 0.02%
14 VSIAX
0.0596% 818 5.7% 19.9 0.02%
15 FSSNX
0.0960% 1,952 3.2% 7.5 0.02%
16 FVD
First Trust Value Line Dividend Index Fund
0.4000% 239 4.8% 15.4 0.03%
17 FVL
First Trust Value Line 100 Exchange-Traded Fund
0.4000% 239 4.8% 15.4 0.03%
18 VXF
Vanguard Extended Market ETF
0.0317% 3,322 9.5% 3.8 0.01%
19 VEXAX
0.0317% 3,322 9.5% 3.8 0.01%
20 VIEIX
0.0317% 3,322 9.5% 3.8 0.01%
21 VEMPX
0.0317% 3,322 9.5% 3.8 0.01%
22 IWN
iShares Russell 2000 Value ETF
0.1900% 1,396 5.4% 19.1 0.03%
23 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
0.1613% 605 5.2% 34.9 0.02%
24 SDY
State Street SPDR S&P Dividend ETF
0.1128% 156 20.9% 12.2 0.03%
25 DFAS
Dimensional - US Small Cap ETF
0.0638% 2,090 2.6% 15.2 0.01%
26 VPU
Vanguard Utilities ETF
0.1891% 68 52.3% 19.1 0.03%
27 VUIAX
0.1891% 66 52.5% 17.9 0.03%
28 VTMSX
0.1573% 599 5.8% 24.3 0.02%
29 VTSIX
0.1573% 599 5.4% 34.9 0.02%
30 VTWO
Vanguard Russell 2000 ETF
0.0881% 1,992 3.3% 8.8 0.01%
31 VDADX
0.0116% 333 34.5% 26.5 0.02%
32 VIG
Vanguard Dividend Appreciation ETF
0.0116% 333 34.5% 26.5 0.02%
33 SCHA
Schwab U.S. Small-Cap ETF
0.0676% 1,743 2.8% 15.7 0.02%
34 FSMAX
0.0360% 3,181 8.8% 12.6 0.01%
35 IJT
iShares S&P Small-Cap 600 Growth ETF
0.1700% 345 9.5% 47.3 0.01%
36 NJS
0.1600% 459 8.4% 11.4 0.03%
37 NLT
0.1600% 339 11.9% 29.2 0.01%
38 IJS
iShares S&P Small-Cap 600 Value ETF
0.1500% 462 8.9% 23.9 0.02%
39 NLO
0.0790% 1,077 14.6% 14.9 0.01%
40 NAJ
0.0799% 1,376 6.9% 8.4 0.02%
41 VYM
Vanguard High Dividend Yield ETF
0.0113% 593 26.2% 22.4 0.02%
42 VHYAX
0.0113% 593 26.2% 22.4 0.02%
43 DFMC
U.S. Micro Cap Portfolio ETF
0.1245% 1,732 3.7% 24.8 0.02%
44 VIOO
Vanguard S&P Small-Cap 600 ETF
0.1519% 603 5.3% 35.7 0.02%
45 SMDV
ProShares S&P SmallCap 600 Dividend Aristocrats ETF
1.3030% 70 17.8% 18.1 0.03%
46 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
0.1707% 347 9.5% 47.2 0.01%
47 SLYV
State Street SPDR S&P 600 Small Cap Value ETF
0.1507% 464 9.0% 23.8 0.02%
48 DFAC
Dimensional - US Core Equity 2 ETF
0.0072% 2,537 26.7% 27.5 0.01%
49 DES
WisdomTree U.S. SmallCap Dividend Fund
0.2866% 507 9.6% 30.9 0.03%
50 FSKAX
0.0040% 3,600 34.8% 51.6 0.01%
51 FNDA
Schwab Fundamental U.S. Small Company Index ETF
0.0596% 907 3.7% 38.3 0.02%
52 MASKX
0.0893% 1,567 3.2% -1.8 0.01%
53 MDSKX
0.0893% 1,567 3.2% -1.8 0.01%
54 BDSIX
0.0877% 783 9.1% 10.8 0.01%
55 BDSKX
0.0877% 805 5.9% 0.3 0.01%
56 BDSCX
0.0877% 805 5.9% 0.3 0.01%
57 BDSAX
0.0877% 805 5.9% 0.3 0.01%
58 AVSC
Avantis U.S. Small Cap Equity ETF
0.1500% 1,515 3.3% 24.0 0.01%
59 ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.0045% 2,420 33.8% 62.4 0.01%
60 FISVX
0.1940% 1,399 5.5% 11.8 0.02%
61 FUTY
Fidelity MSCI Utilities Index ETF
0.1900% 63 52.7% 19.2 0.03%
62 IFRA
iShares U.S. Infrastructure ETF
0.0800% 161 33.2% 24.2 0.02%
63 CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
1.3386% 100 16.0% 24.5 0.04%
64 VSEQX
0.0243% 612 7.1% 22.0 0.01%
65 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
0.0066% 2,518 27.9% 32.6 0.01%
66 VIOV
Vanguard S&P Small-Cap 600 Value ETF
0.1457% 463 8.4% 25.3 0.02%
67 FYX
First Trust Small Cap Core AlphaDEX Fund
0.2000% 525 4.0% 18.8 0.03%
68 VTWV
Vanguard Russell 2000 Value ETF
0.1817% 1,426 5.4% 18.4 0.02%
69 XSLV
Invesco S&P SmallCap Low Volatility ETF
0.9154% 118 11.2% 17.5 0.04%
70 VTWAX
0.0020% 9,661 22.3% 7515009019972.8 0.02%
71 VTWIX
0.0020% 9,661 22.3% 7515009019972.8 0.02%
72 VT
Vanguard Total World Stock ETF
0.0020% 9,661 22.3% 7515009019972.8 0.02%
73 FNCMX
0.0070% 2,781 57.5% 72.7 0.27%
74 SCHB
Schwab U.S. Broad Market ETF
0.0038% 2,380 33.9% 62.5 0.01%
75 FZROX
0.0040% 2,631 33.4% 51.3 0.01%
76 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
0.1593% 347 9.8% 47.0 0.01%
77 SIXS
ETC 6 Meridian Small Cap Equity ETF
1.1000% 84 19.5% 22.0 0.03%
78 SMMD
iShares Russell 2500 ETF
0.0383% 2,474 3.1% 19.4 0.02%
79 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
0.0585% 1,481 4.1% 16.4 0.01%
80 VSTCX
0.0470% 652 7.2% 14.4 0.01%
81 VBINX
0.0022% 3,219 19.6% 52.8 0.01%
82 VBAIX
0.0022% 3,170 21.6% 62.4 0.01%
83 VBIAX
0.0022% 3,170 21.6% 62.4 0.01%
84 TPSC
Timothy Plan US Small Cap Core ETF
0.3900% 447 4.5% 38.8 0.02%
85 JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
0.2300% 536 3.6% 22.5 0.02%
86 RSSL
Global X - Russell 2000 ETF
0.0900% 1,967 3.3% 7.7 0.02%
87 VITPX
0.0036% 3,015 34.6% 62.4 0.01%
88 VITNX
0.0036% 3,134 32.0% 52.7 0.01%
89 VFMV
Vanguard U.S. Minimum Volatility ETF
0.2637% 196 15.3% 26.3 0.03%
90 FZIPX
0.0410% 2,126 3.3% 18.3 0.02%
91 ONEQ
Fidelity Nasdaq Composite Index ETF
0.0100% 997 56.9% 92.9 0.01%
92 DFUS
Dimensional U.S. Equity ETF
0.0044% 2,210 34.6% 64.3 0.01%
93 RWJ
Invesco S&P SmallCap 600 Revenue ETF
0.0469% 600 14.3% 19.1 0.02%
94 EES
WisdomTree U.S. SmallCap Fund
0.1352% 862 8.6% 22.2 0.02%
95 BDMIX
0.0062% 3,803 14.6% -8368.4 3.97%
96 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
0.1100% 835 4.0% 15.6 0.01%
97 SIXL
ETC 6 Meridian Low Beta Equity ETF
0.3900% 241 5.0% 27.4 0.03%
98 VEXPX
0.0034% 824 8.0% 24.2 0.01%
99 VEXRX
0.0034% 826 8.1% 25.0 0.01%
100 IWV
iShares Russell 3000 ETF
0.0036% 2,579 33.7% 62.4 0.01%
101 NMV
0.0036% 2,552 34.3% 54.6 0.01%
102 ISMD
Inspire Small/Mid Cap ETF
0.2114% 499 2.7% 13.9 0.02%
103 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
0.0800% 110 21.3% 21.3 0.02%
104 FYT
First Trust Small Cap Value AlphaDEX Fund
0.3800% 262 7.5% 22.9 0.05%
105 DFAU
Dimensional - US Core Equity Market ETF
0.0046% 2,154 34.0% 42.9 0.01%
106 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
0.0038% 1,509 35.1% 66.6 0.01%
107 POWR
iShares U.S. Power Infrastructure ETF
0.1164% 66 46.3% 22.6 0.02%
108 PSCU
Invesco S&P SmallCap Utilities & Communication Services ETF
2.8432% 34 53.1% 98.3 0.03%
109 BSMAX
0.0348% 1,910 4.1% 12.6 0.01%
110 FLXSX
0.1070% 1,623 3.6% 11.2 0.01%
111 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
0.1801% 538 5.8% 26.9 0.02%
112 HKJ
0.0423% 940 8.3% 22.8 0.01%
113 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0.0400% 1,372 3.6% 0.7 0.01%
114 ISCG
iShares Morningstar Small-Cap Growth ETF
0.0408% 912 7.3% 9.5 0.01%
115 JKK
iShares Morningstar Small-Cap Growth ETF
0.0393% 914 7.1% 10.1 0.01%
116 FILL
iShares MSCI Global Energy Producers ETF
0.0956% 66 47.7% 23.8 0.02%
117 ISCV
iShares Morningstar Small Cap Value ETF
0.0500% 1,036 5.5% 18.8 0.02%
118 HKK
0.0445% 1,062 5.9% 15.0 0.02%
119 VTHR
Vanguard Russell 3000 ETF
0.0036% 2,980 34.7% 63.1 0.01%
120 DTD
WisdomTree U.S. Total Dividend Fund
0.0109% 805 23.6% 26.9 0.02%
121 AVUS
Avantis U.S. Equity ETF
—% 1,919 29.9% 39.4 0.01%
122 AVSCX
0.1500% 1,108 3.7% 10.0 0.01%
123 WSML
iShares MSCI World Small-Cap ETF
0.0259% 3,661 2.5% 20.4 0.02%
124 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
0.1316% 527 9.6% 20.6 0.01%
125 ITWO
ProShares Russell 2000 High Income ETF
0.0907% 1,961 3.1% 9.2 0.02%
126 RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
0.1985% 498 4.9% -1.0 0.02%
127 RFLR
Innovator U.S. Small Cap Managed Floor ETF
0.1600% 823 3.8% 8.7 0.02%
128 BASMX
0.0031% 1,985 19.9% 91.7 0.01%
129 FLQS
Franklin U.S. Small Cap Multifactor Index ETF
0.3100% 490 9.7% 25.5 0.02%
130 URTY LEV
ProShares - UltraPro Russell2000
0.0464% 1,964 22.8% 9.2 0.02%
131 FAB
First Trust Multi Cap Value AlphaDEX Fund
0.0700% 674 5.0% 17.1 0.03%
132 MSML
iShares MSCI USA Small-Cap ETF
0.0400% 1,657 4.0% 21.1 0.02%
133 HKG
0.0430% 1,533 4.5% 18.8 0.02%
134 RNSC
First Trust Small Cap US Equity Select ETF
0.2100% 314 21.6% 34.6 0.94%
135 BKSE
BNY Mellon US Small Cap Core Equity ETF
0.1100% 590 4.0% 17.2 0.02%
136 STXK
Strive Small-Cap ETF
0.1200% 600 3.5% 11.7 0.02%
137 UWM LEV
ProShares - Ultra Russell2000
0.0392% 1,963 39.1% 9.2 0.02%
138 PFM
Invesco Dividend Achievers ETF
0.0098% 429 31.9% 26.3 0.02%
139 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
0.0111% 1,818 6.1% 16.1 0.01%
140 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
0.0049% 1,613 20.8% 23.8 0.02%
141 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
0.0274% 1,100 11.2% 17.1 0.02%
142 AOA
iShares Core 80/20 Aggressive Allocation ETF
0.0019% 6,484 18.1% 50.1 0.02%
143 CSA
VictoryShares US Small Cap Volatility Wtd ETF
0.3217% 499 4.2% 9.4 0.02%
144 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
0.0026% 1,894 26.0% 49.9 0.01%
145 AOR
iShares Core 60/40 Balanced Allocation ETF
0.0015% 6,484 13.8% 50.1 0.02%
146 AVUSX
0.0100% 1,611 27.2% 30.3 0.01%
147 IWMW
iShares Russell 2000 BuyWrite ETF
0.0946% 1,963 3.3% 9.3 0.02%
148 EBI
Longview Advantage ETF
0.0100% 1,731 27.1% 21.1 0.01%
149 VLU
State Street SPDR S&P 1500 Value Tilt ETF
0.0044% 1,451 18.9% 32.9 0.02%
150 SAA LEV
ProShares - Ultra SmallCap600
0.1242% 602 4.1% 34.9 0.02%
151 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
0.4061% 486 9.0% 24.8 0.01%
152 PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
0.2000% 533 3.1% 11.8 0.01%
153 HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
0.4000% 150 16.1% 33.3 0.03%
154 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
0.1726% 595 8.3% 21.0 0.03%
155 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
0.0772% 499 1.0% 9.4 0.02%
156 AOM
iShares Core 40/60 Moderate Allocation ETF
0.0010% 6,484 9.3% 50.1 0.02%
157 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
0.1200% 819 3.1% 6.8 0.02%
158 PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
0.1200% 777 2.1% 13.0 0.03%
159 AOK
iShares Core 30/70 Conservative Allocation ETF
0.0008% 6,484 7.0% 50.1 0.02%
160 HDG
ProShares - Hedge Replication ETF
0.0155% 1,960 0.5% 9.2 0.02%
161 ITDF
iShares LifePath Target Date 2050 ETF
0.0027% 7,948 19.6% 47.8 0.02%
162 FVI
First Trust Total US Market AlphaDEX ETF
0.0100% 410 0.3% 29.6 0.02%
163 ITDE
iShares LifePath Target Date 2045 ETF
0.0023% 7,963 17.8% 47.8 0.02%
164 AVUC
Avantis U.S. Core Equity ETF
—% 1,593 36.9% 55.3 0.01%
165 ITDD
iShares LifePath Target Date 2040 ETF
0.0017% 7,963 15.8% 47.9 0.02%
166 ITDG
iShares LifePath Target Date 2055 ETF
0.0030% 7,948 20.8% 47.5 0.02%
167 STSB
iShares Factors US Small Blend Style ETF
0.0300% 840 6.2% -0.4 0.04%
168 ITDH
iShares LifePath Target Date 2060 ETF
0.0030% 7,948 21.1% 47.4 0.02%
169 ITDC
iShares LifePath Target Date 2035 ETF
0.0011% 7,963 13.9% 48.2 0.02%
170 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
0.0823% 1,953 2.9% 8.9 0.02%
171 ITDI
iShares LifePath Target Date 2065 ETF
0.0030% 7,948 21.1% 47.4 0.02%
172 FESM
Fidelity Enhanced Small Cap ETF
—% 866 7.1% 13.4 0.01%
173 ITDJ
iShares LifePath Target Date 2070 ETF
0.0030% 7,948 21.1% 47.4 0.02%
174 ITDB
iShares LifePath Target Date 2030 ETF
0.0005% 7,963 11.3% 48.8 0.02%
175 JKL
iShares Morningstar Small-Cap Value ETF
0.0500% 1,037 5.4% 18.3 0.02%
176 IRTR
iShares LifePath Retirement ETF
0.0005% 7,963 8.6% 48.8 0.02%
177 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
0.0002% 1,488 36.9% 92.1 0.01%
178 JKJ
iShares Morningstar Small-Cap ETF
0.0400% 1,661 4.2% 20.8 0.01%
179 ISCB
iShares Morningstar Small-Cap ETF
0.0400% 1,560 3.5% 14.8 0.01%
180 AVTM
Avantis Total Equity Markets ETF 1
—% 1,702 40.6% 45.5 0.01%
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms