Who Owns MGEE?

MGE Energy, Inc. — Institutional Ownership & 13F Holdings

UtilitiesNASDAQ

$81.15

+0.97 (+1.21%)

Market Cap

$2.9B

Shares Outstanding

36,752,300

Institutional Holders

3

Total Inst. Value

$1.4M

% of Float Held

0.0%

QoQ Holder Change

+1

Institutional data as of Q1 2025

New Positions

1

Closed Positions

0

Increased

0

Decreased

0

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1KLCM Advisors, Inc.$1.1M12,225
2NORTH STAR ASSET MANAGEMENT INC$263K2,831
3SVB WEALTH LLCNew$8K86

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
SVB WEALTH LLCNew+86$8K

Top Sellers

FundShares RemovedValue

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Frequently Asked Questions

How many institutional investors hold MGEE?

As of Q1 2025, 3 institutional investors report holding MGEE (MGE Energy, Inc.) in their 13F filings.

What percentage of MGE Energy, Inc. is owned by institutions?

Institutional investors hold approximately 0.0% of MGE Energy, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most MGEE?

The largest institutional holder of MGEE is KLCM Advisors, Inc. with $1.1M in shares.

Are institutions buying or selling MGEE?

This quarter, 1 institutions opened new positions in MGEE and 0 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.