MGE Energy Inc

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MGE Energy Inc
TickerMGEE
CIK #0001161728
CUSIP55277P104
SectorEnergy & Transportation - Electric, Gas & Sanitary Services
Address133 South Blair Street PO Box 1231, Madison, WI 53701-1231
Source [EDGAR]
CIK Filing 2011 - 2026
[0001161728] 10-K
[0001161728] 10-Q
[0001161728] 3
[0001161728] 4
[0001161728] 8-K
[0001161728] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC MGE Energy Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC MGE Energy Inc [2026-04-29] 0.0
State Street Corp MGE Energy Inc [2025-05-13] 0.0
Millennium Management LLC MGE Energy Inc [2024-03-21] 0.1
T Rowe Price Investment Management Inc MGE Energy Inc [2024-02-14] 5.7
T Rowe Price Investment Management Inc MGE Energy Inc [2023-02-14] 7.4
Price T Rowe Associates Inc /MD/ MGE Energy Inc [2022-02-14] 5.2
Vanguard Group Inc MGE Energy Inc [2012-02-09] 5.15
Form 3/4/5 Filer 2011 - 2026
MGE Energy Inc
Bushek Jared Joseph
Berbee James G
Lagerwall Jenny Lynn
Garner Melissa Tyson
Lorenz James Jerome
Smith Scott Robert
Wray Noble Lynnwood
Jicha John Anthony
Possin James L
Kelly Daniel James
Dewey Londa J
Anderson Marcia M
Ackerman Patricia K
Renlund Cari Anne
Keebler Jeffrey M
Rieger Angela S
Wolter Gary J
Hobbie Lynn K
Johnson Tamara Jean
Bugher Mark D
Stolper Thomas R
Peterson Donald D
Hastings Frank C
Newman Jeffrey C
Millner Regina M
Neitzel Scott A
Fenrick Craig A
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Berbee James G
Common Stock
2026-03-11 Buy 372.84 $77.74 28,985
Bushek Jared Joseph
Common Stock
2026-03-02 Grant 3,684 $0.00
Renlund Cari Anne
Common Stock
2026-03-02 Grant 1,716 $0.00
Jicha John Anthony
Common Stock
2026-03-02 Grant 945 $0.00
Keebler Jeffrey M
Common Stock
2026-03-02 Grant 10,905 $0.00
Wray Noble Lynnwood
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Wolter Gary J
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Possin James L
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Kelly Daniel James
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Dewey Londa J
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Berbee James G
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Anderson Marcia M
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Ackerman Patricia K
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Rieger Angela S
Restricted Stock Units · derivative
2026-03-02 Grant 1,039 $0.00
Lagerwall Jenny Lynn
Common Stock
2026-03-02 Grant 688 $0.00
Garner Melissa Tyson
Common Stock
2026-03-02 Grant 1,374 $0.00
Smith Scott Robert
Common Stock
2026-03-02 Grant 1,116 $0.00
Lorenz James Jerome
Common Stock
2026-03-02 Grant 1,390 $0.00
Hobbie Lynn K
Common Stock
2026-01-02 Tax withheld 466 $78.44 36,553
Smith Scott Robert
Common Stock
2026-01-02 Tax withheld 299 $78.44 23,454
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 317 21,770,615
2025-12-31 313 21,749,058
2025-09-30 304 21,897,017
2025-06-30 296 21,993,200
2025-03-31 295 21,561,428
2024-12-31 293 21,785,761
2024-09-30 267 21,133,571
2024-06-30 255 21,171,665
2024-03-31 227 22,916,150
2023-12-31 229 17,386,363
2023-09-30 200 16,606,900
2023-06-30 198 16,806,213
Form 13F Holdings
Firm Period DFND Voting Shares
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 73,449 73,449
Merit Financial Group LLC [2026-06-30] SOLE 0 27,658
Louisiana State Employees Retirement System [2026-06-30] SOLE 16,200 16,200
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 437 15,589
Park Capital Management LLC / WI [2026-06-30] SOLE 14,238 14,238
Alaska Retirement Management Board [2026-06-30] SOLE 13,601 13,601
Hennessy Advisors Inc [2026-06-30] SOLE 10,579 10,579
Goldstein Advisors LLC [2026-06-30] SOLE 0 10,266
Yousif Capital Management LLC [2026-06-30] SOLE 2,298 9,887
Form Wealth Advisors LLC [2026-06-30] SOLE 0 8,565
Thompson Investment Management Inc [2026-06-30] SOLE 6,836 6,836
Trust Point Inc [2026-06-30] SOLE 6,334 6,334
Gamma Investing LLC [2026-06-30] DFND 5,072 5,072
Moody National Bank Trust Division [2026-06-30] DFND 71 4,924
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 3,957
Wisconsin Wealth Advisors LLC [2026-06-30] SOLE 0 3,420
Annex Advisory Services LLC [2026-06-30] SOLE 3,283 3,283
Security National Bank [2026-06-30] SOLE 3,269 3,269
Smith Thornton Advisors LLC [2026-06-30] SOLE 0 2,835
Merit Financial Group LLC [2026-06-30] OTR 0 2,660
Crossmark Global Holdings Inc [2026-06-30] SOLE 2,541 2,541
Farther Finance Advisors LLC [2026-06-30] SOLE 0 2,052
Wealth Enhancement Trust Services Inc [2026-06-30] SOLE 0 1,980
MJT & Associates Financial Advisory Group Inc [2026-06-30] SOLE 1,500 1,500
IFP Advisors LLC [2026-06-30] SOLE 1,308 1,308
Steph & Co [2026-06-30] SOLE 1,272 1,272
HM Payson & Co [2026-06-30] OTR 0 884
Versant Capital Management Inc [2026-06-30] SOLE 744 744
Ares Financial Consulting LLC [2026-06-30] SOLE 277 277
Bangor Savings Bank [2026-06-30] SOLE 135 135
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