MGE Energy Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+0.38%
vs ±5.2% implied · ×0.07
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
MGE Energy Inc
75.31
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $496.9M | 22.98% | +11.62% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $227.8M | 10.54% | +4.91% | |
| 3 | State StreetState Streetindex-like | $167.1M | 7.73% | +6.83% | |
| 4 | Vanguard Capital ManagementVanguardindex-like | $138.8M | 6.42% | +3.76% | |
| 5 | Geode Capital ManagementGeodeindex-like | $82.0M | 3.79% | +8.56% | |
| 6 | Zimmer PartnersZimmer Partners | $81.5M | 3.77% | new | |
| 7 | Dimensional Fund AdvisorsDimensional | $57.2M | 2.64% | +2.44% | |
| 8 | Morgan StanleyMorgan Stanley | $44.5M | 2.06% | +78.03% | |
| 9 | Westwood Holdings GroupWestwood | $43.3M | 2.00% | new | |
| 10 | Gabelli FundsGabelli Funds | $41.9M | 1.94% | +89.42% | |
| 11 | Two Sigma InvestmentsTwo Sigma | $39.7M | 1.84% | +188.02% | |
| 12 | First Trust AdvisorsFirst Trust | $36.5M | 1.69% | +0.13% | |
| 13 | Charles Schwab Investment ManagementCharles Schwabindex-like | $35.4M | 1.64% | +3.92% | |
| 14 | Northern TrustNorthern Trustindex-like | $32.2M | 1.49% | +9.35% | |
| 15 | Deprince Race & ZolloDeprince Race & Zollo | $28.6M | 1.32% | +26.63% | |
| 16 | NuveenNuveenindex-like | $27.5M | 1.27% | +82.09% | |
| 17 | Bank of New York MellonBank of New York Mellonindex-like | $27.1M | 1.25% | +3.68% | |
| 18 | Qube Research & TechnologiesQube Research & Technologies | $26.9M | 1.24% | −0.10% | |
| 19 | AQR Capital ManagementAQR | $24.5M | 1.13% | +777.59% | |
| 20 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $20.4M | 0.94% | new | |
| 21 | Speece Thorson Capital GroupSpeece Thorson Capital | $18.6M | 0.86% | +20.65% | |
| 22 | Citadel AdvisorsCitadel | $16.3M | 0.75% | +295.44% | |
| 23 | Yaupon Capital ManagementYaupon | $16.3M | 0.75% | new | |
| 24 | Legal & General GroupLegal & General | $15.4M | 0.71% | +3.76% | |
| 25 | Goldman Sachs GroupGoldman Sachs | $15.0M | 0.69% | −18.70% |
334 managers report $2.2B of MGE Energy on form 13F for the quarter ended Jun 30 '26. 23 of them hold 80% of it; BlackRock is largest at 22.98%.
Expected move
No implied move.
No implied move.
No implied move.