As of the latest SEC filings, MGE ENERGY INC (MGEE) is held by 239 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $169,563,284.82 in market value, representing 0.18% of its portfolio.
Funds holding MGE ENERGY INC (MGEE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MGEE
- CIK:
- 0001161728
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.18% | $169,563,284.82 | 2,193,858 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $90,486,340.02 | 1,170,738 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.10% | $69,701,049.48 | 901,812 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $65,238,865.91 | 844,079 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.07% | $41,494,141.27 | 536,863 | Mar 31, 2026 | May 28, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.43% | $34,430,685.46 | 445,474 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $31,435,079.64 | 406,716 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.09% | $29,303,082.48 | 365,284 | Apr 30, 2026 | Jun 26, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.13% | $27,142,547.62 | 351,178 | Mar 31, 2026 | May 28, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.18% | $25,541,871.72 | 330,468 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.18% | $20,397,635.82 | 248,691 | Feb 28, 2026 | Apr 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.19% | $18,354,674.62 | 237,478 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.01% | $16,456,411.02 | 205,141 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $15,563,377.02 | 189,751 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.10% | $15,009,167.88 | 182,994 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.07% | $14,597,673.54 | 177,977 | Feb 28, 2026 | Apr 24, 2026 |
|
GAUAX
The Gabelli Utilities Fund
|
MF | GAMCO / Gabelli | 0.81% | $14,337,295.00 | 185,500 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $13,997,988.90 | 174,495 | Apr 30, 2026 | Jun 24, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.18% | $13,790,081.80 | 178,420 | Mar 31, 2026 | May 26, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.19% | $12,199,453.60 | 157,840 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.10% | $12,155,552.88 | 157,272 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $11,725,047.58 | 151,702 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.01% | $11,534,192.04 | 143,782 | Apr 30, 2026 | Jun 26, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.29% | $11,280,375.96 | 140,618 | Apr 30, 2026 | Jun 26, 2026 |
|
VIOO
VANGUARD S&P SMALL-CAP 600 INDEX FUND
|
ETF | Vanguard | 0.19% | $10,285,800.12 | 125,406 | Feb 28, 2026 | Apr 28, 2026 |
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