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MGE ENERGY INC
MGE ENERGY INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 161 Institutional holders with a total value of $713,396,700.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 3,135,842 177,207,000 24.84%
2 DIMENSIONAL FUND ADVISORS LP 1,020,688 57,680,000 8.09%
3 BlackRock Fund Advisors 924,480 52,242,000 7.32%
4 BlackRock Institutional Trust Company, N.A. 901,381 50,937,000 7.14%
5 SILVERCREST ASSET MANAGEMENT GROUP LLC 834,278 47,112,000 6.60%
6 STATE STREET CORP 668,559 37,780,000 5.30%
7 VICTORY CAPITAL MANAGEMENT INC 494,244 27,930,000 3.92%
8 GABELLI FUNDS LLC 454,800 25,701,000 3.60%
9 NORTHERN TRUST CORP 421,909 23,843,000 3.34%
10 Bank of New York Mellon Corp 310,496 17,547,000 2.46%
11 GEODE CAPITAL MANAGEMENT, LLC 305,532 17,265,000 2.42%
12 FIRST TRUST ADVISORS LP 248,132 14,022,000 1.97%
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 174,730 9,874,000 1.38%
14 SPEECE THORSON CAPITAL GROUP INC 156,796 8,861,000 1.24%
15 BlackRock Investment Management, LLC 135,488 7,656,000 1.07%
16 RENAISSANCE TECHNOLOGIES LLC 127,650 7,214,000 1.01%
17 TIAA CREF INVESTMENT MANAGEMENT LLC 111,412 6,296,000 0.88%
18 PARAMETRIC PORTFOLIO ASSOCIATES LLC 107,903 6,098,000 0.85%
19 Invesco Ltd. 106,326 6,008,000 0.84%
20 MARTINGALE ASSET MANAGEMENT L P 84,519 4,777,000 0.67%
21 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 75,400 4,261,000 0.60%
22 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 74,060 4,185,000 0.59%
23 TEACHERS ADVISORS, LLC 69,196 3,910,000 0.55%
24 JPMORGAN CHASE & CO 63,928 3,612,000 0.51%
25 RHUMBLINE ADVISERS 63,743 3,602,000 0.50%
26 Swiss National Bank 55,750 3,150,000 0.44%
27 ALLIANCEBERNSTEIN L.P. 52,270 2,954,000 0.41%
28 MORGAN STANLEY 51,177 2,892,000 0.41%
29 HENNESSY ADVISORS INC 50,054 2,829,000 0.40%
30 Zebra Capital Management LLC 42,852 2,422,000 0.34%
31 LOS ANGELES CAPITAL MANAGEMENT LLC 40,817 2,307,000 0.32%
32 Aperio Group, LLC 38,504 2,176,000 0.31%
33 SHELL ASSET MANAGEMENT CO 38,395 2,170,000 0.30%
34 AQR CAPITAL MANAGEMENT LLC 37,104 2,096,000 0.29%
35 Teton Advisors, Inc. 36,000 2,034,000 0.29%
36 BANK OF MONTREAL /CAN/ 35,953 2,032,000 0.28%
37 NEW YORK STATE COMMON RETIREMENT FUND 35,100 1,984,000 0.28%
38 GOLDMAN SACHS GROUP INC 34,885 1,971,000 0.28%
39 UBS Group AG 34,632 1,957,000 0.27%
40 BESSEMER GROUP INC 32,500 1,837,000 0.26%
41 Nationwide Fund Advisors 32,079 1,813,000 0.25%
42 Clearbridge Investments, LLC 32,014 1,809,000 0.25%
43 US BANCORP \DE\ 31,551 1,783,000 0.25%
44 CREDIT SUISSE AG/ 30,999 1,752,000 0.25%
45 ANALYTIC INVESTORS, LLC 29,984 1,694,000 0.24%
46 WELLS FARGO & COMPANY/MN 29,649 1,675,000 0.23%
47 BlackRock Group LTD 26,671 1,508,000 0.21%
48 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 26,408 1,492,000 0.21%
49 METROPOLITAN LIFE INSURANCE CO/NY 24,872 1,406,000 0.20%
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 24,103 1,362,000 0.19%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.