Public ownership evidence

MGE Energy Inc (MGEE) Ownership Disclosures

Read MGEE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

MGE Energy Inc: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-11
Trade date
2026-09-09
Reporting owners
Berbee James G
Code
P
Shares
274.74
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001193125-26-388717
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MGEE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MGEE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-112026-09-09Berbee James GP274.74Not reported
2026-08-212026-08-19Berbee James GP261.36Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-2811,007$710,062None
Corient Private Wealth LP2026-06-302026-08-285,695$464,373None
Advisors Asset Management, Inc.2024-03-312026-08-272,952$232,381None
Advisors Asset Management, Inc.2025-03-312026-08-2710,494$975,522None
Advisors Asset Management, Inc.2020-12-312026-08-277,894$553,000None
Advisors Asset Management, Inc.2021-03-312026-08-275,135$366,588None
Advisors Asset Management, Inc.2021-06-302026-08-272,909$217,000None
Advisors Asset Management, Inc.2020-09-302026-08-2710,080$631,613None
Advisors Asset Management, Inc.2025-09-302026-08-2713,420$1,129,696None
Advisors Asset Management, Inc.2019-12-312026-08-266,787$534,951None
Advisors Asset Management, Inc.2025-06-302026-08-2512,692$1,122,480None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2543,145$3,518,043None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-253,518,043$43,145,000None
Advisors Asset Management, Inc.2024-09-302026-08-228,039$735,167None
Advisors Asset Management, Inc.2024-06-302026-08-224,594$343,264None
Advisors Asset Management, Inc.2024-12-312026-08-229,113$856,257None
Advisors Asset Management, Inc.2025-12-312026-08-2213,127$1,029,419None
Advisors Asset Management, Inc.2020-03-312026-08-228,437$552,370None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-21350,904$28,612,712None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,450$1,585,922None
Advisors Asset Management, Inc.2019-09-302026-08-193,679$293,842None
Advisors Asset Management, Inc.2019-06-302026-08-19999$73,007None
Fulcrum Asset Management LLP2026-06-302026-08-198$642None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-195,292$431,517None
Caitlin John, LLC2026-06-302026-08-1813$1,060None
Caitlin John, LLC2026-06-302026-08-182$163None
Corient Private Wealth LP2026-06-302026-08-186,025$491,209None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-189,845$802,761None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1821,816$1,778,877None
Investors Portfolio Services LLC2026-06-302026-08-1514$1,142None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1525,372$2,068,833None
SEI INVESTMENTS CO2026-06-302026-08-1526,499$2,160,728None
SEI INVESTMENTS CO2026-06-302026-08-15632$51,540None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15109$8,906None
JPL Wealth Management, LLC2026-06-302026-08-153$245None
Advisors Asset Management, Inc.2026-06-302026-08-157,840$639,274None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1510,610$865,139None
Basecamp Wealth Advisors LLC2026-06-302026-08-1549$3,995None
Polymer Capital Management (US) LLC2026-06-302026-08-1520,000$1,630,800None
Quarry LP2026-06-302026-08-1558$4,729None
CSM Advisors, LLC2026-06-302026-08-153,960$322,000None
XTX Topco Ltd2026-06-302026-08-1525,390$2,070,301None
Aquatic Capital Management LLC2026-06-302026-08-157,366$600,624None
Treasurer of the State of North Carolina2026-06-302026-08-1511,382$928,000None
Yaupon Capital Management LP2026-06-302026-08-15200,000$16,308,000None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15434,562$35,434,185None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15434,562$35,434,185None
ExodusPoint Capital Management, LP2026-06-302026-08-1511,553$942,032None
Qube Research & Technologies Ltd2026-06-302026-08-15329,710$26,884,553None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,298$350,421None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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