MGE ENERGY INC
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Bradley Scott SchneiderHouse · D · IL |
MGEEMGE ENERGY INC · Stock |
Purchase $1,001 - $15,000 |
Feb 12, 2014 | Jan 13, 2014 | Filing ↗ |
Whale Activity
- Increased6
- New1
- Held0
- Decreased2
- Closed0
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 6.1M | $496.9M | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8M | $227.8M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $138.8M | increased |
| TWO SIGMA INVESTMENTS, LP | 487.0K | $39.7M | increased |
| CITADEL ADVISORS LLC | 147.7K | $12.0M | increased |
| MILLENNIUM MANAGEMENT LLC | 104.9K | $8.6M | decreased |
| RENAISSANCE TECHNOLOGIES LLC | 81.3K | $6.6M | increased |
| Point72 Asset Management, L.P. | 65.9K | $5.4M | decreased |
| D. E. Shaw & Co., Inc. | 10.7K | $873K | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Berbee James GDirector · Director | Purchase | +275 | $77.35 | $21K | Sep 9, 2026 | Form 4 ↗ |
| Berbee James GDirector · Director | Purchase | +261 | $81.30 | $21K | Aug 19, 2026 | Form 4 ↗ |
| Bushek Jared JosephVP Chief Fin. Off. & Treasurer | Grant / award | +25.0K | $0.00 | $0 | Apr 17, 2026 | Form 4 ↗ |
| Berbee James GDirector | Purchase | +373 | $77.74 | $29K | Mar 11, 2026 | Form 4 ↗ |
| Jicha John AnthonyVP Energy Supply & Asst Treas. | Grant / award | +945 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Lagerwall Jenny LynnAVP - Acctg & Controller (CAO) | Grant / award | +688 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Garner Melissa TysonVP-People & Community Engmnt | Grant / award | +1,374 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Lorenz James JeromeVP Energy Operations | Grant / award | +1,390 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Smith Scott RobertVP Business and Reg. Strategy | Grant / award | +1,116 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Bushek Jared JosephVP Chief Fin. Off. & Treasurer | Grant / award | +3,684 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Renlund Cari AnneVP General Counsel & Sec. | Grant / award | +1,716 | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| Keebler Jeffrey MChairman, President & CEO · Director | Grant / award | +10.9K | $0.00 | $0 | Mar 2, 2026 | Form 4 ↗ |
| HOBBIE LYNN KExec. VP Marketing & Comm. | Tax withholding | −466 | $78.44 | $37K | Jan 2, 2026 | Form 4 ↗ |
| Garner Melissa TysonVP-People & Community Engmnt | Tax withholding | −173 | $78.44 | $14K | Jan 2, 2026 | Form 4 ↗ |
| Smith Scott RobertVP Business and Reg. Strategy | Tax withholding | −299 | $78.44 | $23K | Jan 2, 2026 | Form 4 ↗ |
| Bushek Jared JosephVP Chief Fin. Off. & Treasurer | Tax withholding | −430 | $78.44 | $34K | Jan 2, 2026 | Form 4 ↗ |
| Lorenz James JeromeVP Energy Operations | Tax withholding | −275 | $78.44 | $22K | Jan 2, 2026 | Form 4 ↗ |
| Renlund Cari AnneVP General Counsel & Sec. | Tax withholding | −438 | $78.44 | $34K | Jan 2, 2026 | Form 4 ↗ |
| Keebler Jeffrey MChairman, President & CEO · Director | Tax withholding | −1,216 | $78.44 | $95K | Jan 2, 2026 | Form 4 ↗ |
| Berbee James GDirector | Option exercise | +2,062 | — | — | Dec 31, 2025 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2.3M | $185.5M | 0.17% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.2M | $98.0M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 967.1K | $78.9M | 0.10% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 866.9K | $70.7M | 0.04% | Jun 30, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 548.4K | $44.7M | 0.07% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 433.5K | $35.3M | 0.04% | Jun 30, 2026 |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 412.4K | $33.6M | 0.42% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 411.4K | $32.7M | 0.10% | Jul 31, 2026 |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 375.5K | $30.6M | 1.74% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 369.2K | $30.1M | 0.14% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list MGEE's shares (CUSIP 55277P104), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming MGE ENERGY INC as the client.
Government Contracts
No federal contract awards found for MGE ENERGY INC.
U.S. Patents
No USPTO patent applications found for MGE ENERGY INC.
Annual Financials
No annual XBRL figures on record for MGEE. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-2Stock splitFeb 10, 2014
- 3-for-2Stock splitFeb 21, 1996
- 3-for-2Stock splitJan 22, 1992
Split dates and ratios from the price history · Close Prices from Tiingo.com
Material Events (8-K)
- 8-K · Items 1.01, 2.03, 9.01Material agreement · Direct financial obligationOct 5, 2026
EDGAR ↗ - 8-K · Items 8.01, 9.01Other eventsAug 21, 2026
EDGAR ↗ - 8-K · Items 2.02, 7.01, 9.01Results of operations · Reg FD disclosureAug 5, 2026
EDGAR ↗ - 8-K · Items 5.02, 9.01Officer / director changeJun 23, 2026
EDGAR ↗ - 8-K · Items 5.07Shareholder voteMay 22, 2026
EDGAR ↗ - 8-K · Items 7.01, 9.01Reg FD disclosureMay 8, 2026
EDGAR ↗ - 8-K · Items 1.01, 8.01, 9.01Material agreement · Other eventsMay 8, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 5, 2026
EDGAR ↗

