MGEE Smart Money
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 Activity
Latest: Q2 2026369
Institutions Holding
+15 vs prior
78.6%
Ownership
+18.46%
58
New
147
Increased
104
Reduced
33
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-09 | Berbee James G | director | P-Purchase | 275 | $77.35 | $21K | Filing |
| 2026-08-19 | Berbee James G | director | P-Purchase | 261 | $81.30 | $21K | Filing |
| 2026-04-17 | Bushek Jared Joseph | officer: vp chief fin. off. & treasurer | A-Grant/Award | 25,000 | $— | $0 | Filing |
| 2026-03-11 | Berbee James G | director | P-Purchase | 373 | $77.74 | $29K | Filing |
| 2026-03-02 | Lagerwall Jenny Lynn | officer: avp - acctg & controller (cao) | A-Grant/Award | 688 | $— | $0 | Filing |
| 2026-03-02 | Garner Melissa Tyson | officer: vp-people & community engmnt | A-Grant/Award | 1,374 | $— | $0 | Filing |
| 2026-03-02 | Jicha John Anthony | officer: vp energy supply & asst treas. | A-Grant/Award | 945 | $— | $0 | Filing |
| 2026-03-02 | Keebler Jeffrey M | officer: chairman, president & ceo | A-Grant/Award | 10,905 | $— | $0 | Filing |
| 2026-03-02 | Lorenz James Jerome | officer: vp energy operations | A-Grant/Award | 1,390 | $— | $0 | Filing |
| 2026-03-02 | Renlund Cari Anne | officer: vp general counsel & sec. | A-Grant/Award | 1,716 | $— | $0 | Filing |
| 2026-03-02 | Smith Scott Robert | officer: vp business and reg. strategy | A-Grant/Award | 1,116 | $— | $0 | Filing |
| 2026-03-02 | Bushek Jared Joseph | officer: vp chief fin. off. & treasurer | A-Grant/Award | 3,684 | $— | $0 | Filing |
| 2026-01-02 | Garner Melissa Tyson | officer: vp-people & community engmnt | F-Tax Withholding | 173 | $78.44 | $14K | Filing |
| 2026-01-02 | HOBBIE LYNN K | officer: exec. vp marketing & comm. | F-Tax Withholding | 466 | $78.44 | $37K | Filing |
| 2026-01-02 | Keebler Jeffrey M | officer: chairman, president & ceo | F-Tax Withholding | 1,216 | $78.44 | $95K | Filing |
| 2026-01-02 | Lorenz James Jerome | officer: vp energy operations | F-Tax Withholding | 275 | $78.44 | $22K | Filing |
| 2026-01-02 | Renlund Cari Anne | officer: vp general counsel & sec. | F-Tax Withholding | 438 | $78.44 | $34K | Filing |
| 2026-01-02 | Smith Scott Robert | officer: vp business and reg. strategy | F-Tax Withholding | 299 | $78.44 | $23K | Filing |
| 2026-01-02 | Bushek Jared Joseph | officer: vp chief fin. off. & treasurer | F-Tax Withholding | 430 | $78.44 | $34K | Filing |
| 2025-12-31 | DEWEY LONDA J | director | D-Sale to Issuer | 516 | $— | $0 | Filing |
| 2025-12-31 | Anderson Marcia M | director | D-Sale to Issuer | 516 | $— | $0 | Filing |
| 2025-12-31 | Wray Noble Lynnwood | director | D-Sale to Issuer | 516 | $— | $0 | Filing |
| 2025-12-31 | WOLTER GARY J | director | D-Sale to Issuer | 516 | $— | $0 | Filing |
| 2025-12-31 | Ackerman Patricia K | director | D-Sale to Issuer | 184 | $— | $0 | Filing |
| 2025-12-05 | Berbee James G | director | P-Purchase | 270 | $78.57 | $21K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,093,900 | $497M | +634,206 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,793,808 | $228M | +130,707 | 2026-06-30 | Filing |
| STATE STREET CORP | 2,049,814 | $167M | +131,136 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,702,695 | $139M | +61,669 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,005,058 | $82M | +79,287 | 2026-06-30 | Filing |
| Zimmer Partners, LP | 1,000,000 | $82M | +1,000,000 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 700,969 | $57M | +16,702 | 2026-06-30 | Filing |
| MORGAN STANLEY | 545,468 | $44M | +239,075 | 2026-06-30 | Filing |
| WESTWOOD HOLDINGS GROUP INC | 530,621 | $43M | +530,621 | 2026-06-30 | Filing |
| GABELLI FUNDS LLC | 513,700 | $42M | +242,500 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 486,961 | $40M | +317,887 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 447,445 | $36M | +575 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 434,562 | $35M | +16,411 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 434,562 | $35M | +434,562 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 394,580 | $32M | +33,731 | 2026-06-30 | Filing |
| DEPRINCE RACE & ZOLLO INC | 350,904 | $29M | +73,787 | 2026-06-30 | Filing |
| Nuveen, LLC | 337,689 | $28M | +152,235 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 332,193 | $27M | +11,778 | 2026-06-30 | Filing |
| Qube Research & Technologies Ltd | 329,710 | $27M | -327 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 300,293 | $24M | +266,075 | 2026-06-30 | Filing |