MGE Energy, Inc.
US ˙ NasdaqGS ˙ US55277P1049

SecurityMGEE / MGE Energy, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership926 shares
Latest Disclosed Value $ 71,571
IFP Advisors, Inc reports 1.31% increase in ownership of MGEE / MGE Energy, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 926 shares of MGE Energy, Inc. (US:MGEE) valued at $71,571 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 914 shares of MGE Energy, Inc.. This represents a change in shares of 1.31% during the quarter. The current value of the position is $67,978 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F MGE ENERGY cs 55277P104 926 12 1.31 72 0.00 0.0015
2026-02-06 2025-12-31 13F MGE ENERGY cs 55277P104 914 -36 -3.79 72 -10.13 0.0016
2026-02-06 2025-09-30 13F/A-1 MGE ENERGY cs 55277P104 950 12 1.28 80 -3.66 0.0021
2025-12-02 2025-09-30 13F MGE ENERGY cs 55277P104 950 12 80 0.0021
2025-07-24 2025-06-30 13F MGE ENERGY cs 55277P104 938 33 3.65 83 -2.38 0.0024
2025-05-05 2025-03-31 13F MGE ENERGY cs 55277P104 905 5 0.56 84 -1.18 0.0026
2025-02-04 2024-12-31 13F MGE ENERGY cs 55277P104 900 -5 -0.55 86 3.66 0.0028
2025-02-04 2024-09-30 13F MGE ENERGY cs 55277P104 905 0 0.00 83 22.39 0.0030
2024-07-30 2024-06-30 13F MGE ENERGY cs 55277P104 905 0 0.00 68 -5.63 0.0027
2024-07-30 2024-03-31 13F MGE ENERGY cs 55277P104 905 0 0.00 71 9.23 0.0031
2024-01-09 2023-12-31 13F MGE ENERGY cs 55277P104 905 0 0.00 65 4.84 0.0031
2023-10-12 2023-09-30 13F MGE ENERGY cs 55277P104 905 0 0.00 62 -12.68 0.0028
2023-08-14 2023-06-30 13F/A-1 MGE ENERGY cs 55277P104 905 0 0.00 72 33.96 0.0030
2023-08-04 2023-06-30 13F MGE ENERGY cs 55277P104 905 0 53 0.0025
2023-04-18 2023-03-31 13F MGE ENERGY cs 55277P104 905 0 0.00 53 0.0023
2023-02-07 2022-12-31 13F MGE ENERGY cs 55277P104 905 0 0.00 0 -100.00 0.0014
2022-11-08 2022-09-30 13F MGE ENERGY cs 55277P104 905 0 0.00 53 0.00 0.0014
2022-09-06 2022-06-30 13F/A-1 MGE ENERGY cs 55277P104 905 0 0.00 53 0.00 0.0017
2022-09-06 2022-03-31 13F/A-1 MGE ENERGY cs 55277P104 905 0 0.00 53 -28.38 0.0017
2022-08-08 2022-03-31 13F MGE ENERGY INC COM Stock 55277P104 905 0 53 0.0011
2022-01-12 2021-12-31 13F MGE ENERGY INC COM Stock 55277P104 905 0 0.00 74 10.45 0.0014
2021-10-06 2021-09-30 13F MGE ENERGY INC COM Stock 55277P104 905 0 0.00 67 0.00 0.0013
2021-07-13 2021-06-30 13F MGE ENERGY INC COM Stock 55277P104 905 0 0.00 67 3.08 0.0014
2021-04-30 2021-03-31 13F MGE ENERGY INC COM Stock 55277P104 905 0 0.00 65 3.17 0.0013
2021-01-25 2020-12-31 13F MGE ENERGY INC COM Stock 55277P104 905 -295 -24.58 63 -16.00 0.0026
2020-10-29 2020-09-30 13F MGE ENERGY INC COM Stock 55277P104 1,200 -400 -25.00 75 -27.18 0.0045
2020-08-05 2020-06-30 13F MGE ENERGY INC COM Stock 55277P104 1,600 400 33.33 103 33.77 0.0082
2020-05-12 2020-03-31 13F MGE ENERGY INC COM Stock 55277P104 1,200 0 0.00 77 -18.95 0.0078
2020-01-17 2019-12-31 13F MGE ENERGY INC COM Stock 55277P104 1,200 0 0.00 95 0.00 0.0071
2019-11-07 2019-09-30 13F MGE ENERGY INC COM Stock 55277P104 1,200 1,200 95 0.0064
2019-05-15 2019-03-31 13F MGE ENERGY INC COM Stock 55277P104 0 -905 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 MGE ENERGY INC COM Stock 55277P104 905 0 0.00 54 -6.90 0.0033
2019-01-23 2018-12-31 13F MGE ENERGY INC COM Stock 55277P104 905 0 54 0.0033
2019-06-03 2018-09-30 13F/A-9 MGE ENERGY INC COM Stock 55277P104 905 0 0.00 58 1.75 0.0024
2018-10-25 2018-09-30 13F MGE ENERGY INC COM Stock 55277P104 905 0 58 0.0024
2019-06-03 2018-06-30 13F/A-8 MGE ENERGY INC COM Stock 55277P104 905 -690 -43.26 57 -43.56 0.0024
2018-08-07 2018-06-30 13F MGE ENERGY INC COM Stock 55277P104 905 -690 57
2019-06-03 2018-03-31 13F/A-7 MGE ENERGY INC COM Stock 55277P104 1,595 0 0.00 101 0.00 0.0046
2018-05-09 2018-03-31 13F MGE ENERGY INC COM Stock 55277P104 1,595 0 89
2019-06-03 2017-12-31 13F/A-6 MGE ENERGY INC COM Stock 55277P104 1,595 -2,458 -60.65 101 -61.45 0.0046
2018-01-24 2017-12-31 13F MGE ENERGY INC COM Stock 55277P104 1,595 -2,458 101
2017-10-30 2017-09-30 13F MGE ENERGY INC COM Stock 55277P104 4,053 0 0.00 262 0.38 0.0104
2019-06-03 2017-06-30 13F/A-5 MGE ENERGY INC COM Stock 55277P104 4,053 0 0.00 261 -0.76 0.0111
2017-07-31 2017-06-30 13F MGE ENERGY INC COM Stock 55277P104 4,053 0 261
2019-06-03 2017-03-31 13F/A-4 MGE ENERGY INC COM Stock 55277P104 4,053 0 0.00 263 -0.75 0.0115
2017-04-26 2017-03-31 13F MGE ENERGY INC COM Stock 55277P104 4,053 0 263
2019-06-03 2016-12-31 13F/A-3 MGE ENERGY INC COM Stock 55277P104 4,053 1,595 64.89 265 90.65 0.0128
2017-02-14 2016-12-31 13F MGE ENERGY INC COM Stock 55277P104 4,053 1,595 265
2016-11-04 2016-09-30 13F MGE ENERGY INC COM Stock 55277P104 2,458 0 0.00 139 0.00 0.0072
2019-06-03 2016-06-30 13F/A-2 MGE ENERGY INC COM Stock 55277P104 2,458 -430 -14.89 139 -7.95 0.0078
2016-08-22 2016-06-30 13F MGE ENERGY INC COM Stock 55277P104 2,458 -430 139
2016-05-02 2016-03-31 13F MGE ENERGY INC COM Stock 55277P104 2,888 -99 -3.31 151 8.63 0.0091
2016-02-11 2015-12-31 13F MGE ENERGY INC COM Stock 55277P104 2,987 2,987 139 0.0093
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.