MGE ENERGY INC
Total Trades
17
Buys
17
Sells
0
Largest Trade
$50K–$100K
Insiders
4
Institutional Funds
265
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Berbee James G | Director | BUY | $15K–$50K | 270 | $78.57 | Dec 8, 2025 |
| Berbee James G | Director | BUY | $15K–$50K | 254 | $83.75 | Sep 9, 2025 |
| Berbee James G | Director | BUY | $15K–$50K | 446 | $90.83 | Mar 13, 2025 |
| Berbee James G | Director | BUY | $15K–$50K | 406 | $87.36 | Aug 26, 2024 |
| Berbee James G | Director | BUY | $1K–$15K | 58 | $78.00 | May 31, 2024 |
| Berbee James G | Director | BUY | $1K–$15K | 100 | $75.07 | Nov 16, 2023 |
| Berbee James G | Director | BUY | $15K–$50K | 434 | $74.84 | Aug 29, 2023 |
| Berbee James G | Director | BUY | $1K–$15K | 60 | $75.50 | May 24, 2023 |
| Lorenz James Jerome | VP Energy Operations | BUY | $1K–$15K | 143 | $69.96 | Mar 13, 2023 |
| Berbee James G | Director | BUY | $50K–$100K | 1K | $70.19 | Mar 13, 2023 |
| Berbee James G | Director | BUY | $1K–$15K | 172 | $69.55 | Nov 17, 2022 |
| Berbee James G | Director | BUY | $15K–$50K | 361 | $78.90 | Sep 1, 2022 |
| Berbee James G | Director | BUY | $1K–$15K | 57 | $79.11 | May 26, 2022 |
| Wray Noble Lynnwood | Director | BUY | $1K–$15K | 25 | $79.11 | May 26, 2022 |
| Lorenz James Jerome | VP Energy Operations | BUY | $1K–$15K | 131 | $76.30 | Mar 15, 2022 |
| Berbee James G | Director | BUY | $50K–$100K | 1K | $74.86 | Mar 8, 2022 |
| Possin James L | Director | BUY | $15K–$50K | 400 | $70.05 | Mar 3, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 265 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 1.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 803K | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 722K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 649K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 421K | $1M+ | SH |
| GABELLI FUNDS LLC | 271K | $1M+ | SH |
| SPEECE THORSON CAPITAL GROUP INC | 196K | $1M+ | SH |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 40K | $1M+ | SH |
| GOLDMAN SACHS GROUP INC | 136K | $1M+ | SH |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 126K | $1M+ | SH |
| MORGAN STANLEY | 120K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 109K | $1M+ | SH |
| TUDOR INVESTMENT CORP ET AL | 105K | $1M+ | SH |
| Legal & General Group Plc | 89K | $1M+ | SH |
| RHUMBLINE ADVISERS | 84K | $1M+ | SH |
| ProShare Advisors LLC | 82K | $1M+ | SH |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 81K | $1M+ | SH |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 75K | $1M+ | SH |
| MARSHALL WACE, LLP | 75K | $1M+ | SH |
| Swiss National Bank | 72K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Oct 17, 2025
15.4%
5.6M shares
SC 13G · May 13, 2025
5.4%
2.0M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Nov 14, 2024
2.7%
961K shares
SC 13G/A · Nov 12, 2024
12.8%
4.6M shares
SC 13G/A · Nov 4, 2024
12.8%
4.6M shares
SC 13G/A · Apr 5, 2024
16.4%
5.9M shares
SC 13G · Mar 21, 2024
0.1%
31K shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2024
5.7%
2.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
11.6%
4.2M shares
SC 13G/A · Jan 25, 2024
8.3%
3.0M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2023
7.4%
2.7M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2023
0.1%
44K shares
SC 13G/A · Jan 31, 2023
7.7%
2.8M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G · Feb 14, 2022
5.2%
1.9M shares