MGEE Institutional Ownership
MGE Energy, Inc.
1W: +3.1%
1M: +5.0%
3M: -9.7%
YTD: -4.5%
1Y: -12.9%
3Y: +10.7%
5Y: +10.2%
$74.17
+0.63 (+0.86%)
After Hours: $73.53 (-0.64, -0.86%)
Weekly Expected Move ±2.4%
$70
$72
$73
$75
$77
Credit Risk of going bust: lower than 84% of companies Debt: 24.5% 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 $2.78B.
Distance to default 11.00 (Merton model): prices to 2026-10-26, 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.
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 $2.78B.
Distance to default 11.00 (Merton model): prices to 2026-10-26, 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.
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Institutional Ownership — MGEE
369
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
58
New Positions
147
Increased
104
Reduced
33
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (403 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,093,900 | $448M | +634,206 | +11.6% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,793,808 | $205M | +130,707 | +4.9% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 2,049,814 | $151M | +131,136 | +6.8% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,702,695 | $125M | +61,669 | +3.8% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1,005,058 | $74M | +79,287 | +8.6% | 92Q | SEC ↗ |
| 6 | Zimmer Partners, LP NEW | 1,000,000 | $74M | — | +0.0% | 1Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 700,969 | $52M | +16,702 | +2.4% | 96Q | SEC ↗ |
| 8 | MORGAN STANLEY | 545,468 | $40M | +239,075 | +78.0% | 60Q | SEC ↗ |
| 9 | WESTWOOD HOLDINGS GROUP INC NEW | 530,621 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 10 | GABELLI FUNDS LLC | 513,700 | $38M | +242,500 | +89.4% | 66Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 486,961 | $36M | +317,887 | +188.0% | 12Q | SEC ↗ |
| 12 | FIRST TRUST ADVISORS LP | 447,445 | $33M | +575 | +0.1% | 38Q | SEC ↗ |
| 13 | Sixth Street Partners Management Compa NEW | 434,562 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 434,562 | $32M | +16,411 | +3.9% | 15Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 394,580 | $29M | +33,731 | +9.3% | 96Q | SEC ↗ |
| 16 | DEPRINCE RACE & ZOLLO INC | 350,904 | $26M | +73,787 | +26.6% | 2Q | SEC ↗ |
| 17 | Nuveen, LLC | 337,689 | $25M | +152,235 | +82.1% | 6Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 332,193 | $24M | +11,778 | +3.7% | 76Q | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 329,710 | $24M | -327 | -0.1% | 6Q | SEC ↗ |
| 20 | AQR CAPITAL MANAGEMENT LLC | 300,293 | $22M | +266,075 | +777.6% | 18Q | SEC ↗ |
| 21 | VANGUARD FIDUCIARY TRUST CO | 249,913 | $18M | +3,590 | +1.5% | 2Q | SEC ↗ |
| 22 | SPEECE THORSON CAPITAL GROUP INC | 228,679 | $17M | +39,132 | +20.6% | 11Q | SEC ↗ |
| 23 | Yaupon Capital Management LP NEW | 200,000 | $15M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Legal & General Group Plc | 189,397 | $14M | +6,867 | +3.8% | 27Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 184,129 | $14M | -42,357 | -18.7% | 15Q | SEC ↗ |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 182,427 | $13M | +4,233 | +2.4% | 28Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 147,735 | $11M | +102,824 | +229.0% | 12Q | SEC ↗ |
| 28 | Public Sector Pension Investment Board | 129,684 | $10M | -1,084 | -0.8% | 10Q | SEC ↗ |
| 29 | SEGALL BRYANT & HAMILL, LLC NEW | 125,019 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 30 | SEVEN GRAND MANAGERS, LLC NEW | 125,000 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 31 | TUDOR INVESTMENT CORP ET AL | 124,286 | $9M | -35,336 | -22.1% | 6Q | SEC ↗ |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 119,543 | $9M | -3,225 | -2.6% | 6Q | SEC ↗ |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 113,927 | $8M | -20,430 | -15.2% | 45Q | SEC ↗ |
| 34 | Invesco Ltd. | 111,477 | $8M | -4,736 | -4.1% | 79Q | SEC ↗ |
| 35 | SOROS FUND MANAGEMENT LLC NEW | 106,813 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MILLENNIUM MANAGEMENT LLC | 104,886 | $8M | -64,760 | -38.2% | 11Q | SEC ↗ |
| 37 | UBS Group AG | 100,350 | $7M | +39,300 | +64.4% | 47Q | SEC ↗ |
| 38 | Burkehill Global Management, LP NEW | 100,000 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 39 | ProShare Advisors LLC | 92,281 | $7M | +8,898 | +10.7% | 35Q | SEC ↗ |
| 40 | RHUMBLINE ADVISERS | 91,655 | $7M | +6,018 | +7.0% | 83Q | SEC ↗ |
| 41 | AMERIPRISE FINANCIAL INC | 82,910 | $6M | +15,463 | +22.9% | 16Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 82,804 | $6M | -17,030 | -17.1% | 15Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 81,300 | $6M | +13,700 | +20.3% | 6Q | SEC ↗ |
| 44 | Swiss National Bank | 73,750 | $5M | +1,700 | +2.4% | 53Q | SEC ↗ |
| 45 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 73,449 | $5M | -1,156 | -1.5% | 22Q | SEC ↗ |
| 46 | Vennlight Capital Management, LP NEW | 68,585 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 47 | UBS AM, a distinct business unit of UB | 65,895 | $5M | -2,312 | -3.4% | 14Q | SEC ↗ |
| 48 | Point72 Asset Management, L.P. | 65,875 | $5M | -14,195 | -17.7% | 2Q | SEC ↗ |
| 49 | AMERICAN CENTURY COMPANIES INC | 65,581 | $5M | +30,118 | +84.9% | 3Q | SEC ↗ |
| 50 | HARBOUR INVESTMENTS, INC. | 62,664 | $5M | +2,917 | +4.9% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Zimmer Partners, LP | 1,000,000 | $74M |
| WESTWOOD HOLDINGS GROUP INC | 530,621 | $39M |
| Sixth Street Partners Management Co | 434,562 | $32M |
| Yaupon Capital Management LP | 200,000 | $15M |
| SEGALL BRYANT & HAMILL, LLC | 125,019 | $9M |
| SEVEN GRAND MANAGERS, LLC | 125,000 | $9M |
| SOROS FUND MANAGEMENT LLC | 106,813 | $8M |
| Burkehill Global Management, LP | 100,000 | $7M |
| Vennlight Capital Management, LP | 68,585 | $5M |
| Balyasny Asset Management L.P. | 57,983 | $4M |
| Jump Financial, LLC | 42,694 | $3M |
| ALGERT GLOBAL LLC | 33,810 | $2M |
| Freestone Grove Partners LP | 29,855 | $2M |
| Polymer Capital Management (US) LLC | 20,000 | $1M |
| IEQ CAPITAL, LLC | 17,404 | $1M |
| MAIRS & POWER INC | 16,508 | $1M |
| Jupiter Topco LLC | 16,376 | $1M |
| HSBC HOLDINGS PLC | 14,624 | $1M |
| Centiva Capital, LP | 11,970 | $880K |
| Treasurer of the State of North Car | 11,382 | $837K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAN LANSCHOT KEMPEN INVESTMENT MANA | 80,501 | $6M |
| JANE STREET GROUP, LLC | 80,249 | $6M |
| MARSHALL WACE, LLP | 79,327 | $6M |
| ROYAL LONDON ASSET MANAGEMENT LTD | 35,414 | $3M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 25,903 | $2M |
| Ethic Inc. | 25,382 | $2M |
| ROYCE & ASSOCIATES LP | 21,552 | $2M |
| HRT FINANCIAL LP | 21,399 | $2M |
| VARCOV Co. | 16,770 | $1M |
| Fieldview Capital Management, LLC | 14,066 | $1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 11,509 | $846K |
| MACKENZIE FINANCIAL CORP | 9,812 | $722K |
| Verition Fund Management LLC | 9,420 | $693K |
| Laurion Capital Management LP | 8,694 | $639K |
| Engineers Gate Manager LP | 7,782 | $572K |
| TWO SIGMA SECURITIES, LLC | 7,643 | $562K |
| NATIXIS | 6,800 | $500K |
| Y-Intercept (Hong Kong) Ltd | 5,690 | $418K |
| INCEPTIONR LLC | 5,614 | $413K |
| Jackson Creek Investment Advisors L | 5,048 | $371K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +634,206 | +11.6% | 6,093,900 |
| TWO SIGMA INVESTMENTS, LP | +317,887 | +188.0% | 486,961 |
| AQR CAPITAL MANAGEMENT LLC | +266,075 | +777.6% | 300,293 |
| GABELLI FUNDS LLC | +242,500 | +89.4% | 513,700 |
| MORGAN STANLEY | +239,075 | +78.0% | 545,468 |
| Nuveen, LLC | +152,235 | +82.1% | 337,689 |
| STATE STREET CORP | +131,136 | +6.8% | 2,049,814 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +130,707 | +4.9% | 2,793,808 |
| CITADEL ADVISORS LLC | +102,824 | +229.0% | 147,735 |
| GEODE CAPITAL MANAGEMENT, LLC | +79,287 | +8.6% | 1,005,058 |
| DEPRINCE RACE & ZOLLO INC | +73,787 | +26.6% | 350,904 |
| VANGUARD CAPITAL MANAGEMENT LLC | +61,669 | +3.8% | 1,702,695 |
| Schonfeld Strategic Advisors LLC | +39,485 | +337.4% | 51,187 |
| UBS Group AG | +39,300 | +64.4% | 100,350 |
| SPEECE THORSON CAPITAL GROUP INC | +39,132 | +20.6% | 228,679 |
| NORTHERN TRUST CORP | +33,731 | +9.3% | 394,580 |
| AMERICAN CENTURY COMPANIES INC | +30,118 | +84.9% | 65,581 |
| Cerity Partners LLC | +23,455 | +509.6% | 28,058 |
| WELLS FARGO & COMPANY/MN | +22,116 | +68.3% | 54,484 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +21,416 | +5354.0% | 21,816 |