MGE Energy, Inc.
US ˙ NasdaqGS ˙ US55277P1049

SecurityMGEE / MGE Energy, Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership1,497 shares
Latest Disclosed Value $ 115,704
Johnson Financial Group, Inc. ownership in MGEE / MGE Energy, Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 1,497 shares of MGE Energy, Inc. (US:MGEE) valued at $115,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,497 shares of MGE Energy, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $110,568 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)
2026-05-07 2026-03-31 13F MGE ENERGY COM 55277P104 1,497 0 0.00 116 -1.71 0.0042
2026-02-12 2025-12-31 13F MGE ENERGY COM 55277P104 1,497 -2,690 -64.25 117 -66.76 0.0044
2025-11-13 2025-09-30 13F MGE ENERGY COM 55277P104 4,187 0 0.00 352 -4.86 0.0132
2025-08-13 2025-06-30 13F MGE ENERGY COM 55277P104 4,187 -500 -10.67 370 -14.94 0.0167
2025-05-15 2025-03-31 13F MGE ENERGY COM 55277P104 4,687 0 0.00 436 3.33 0.0213
2025-02-14 2024-12-31 13F MGE ENERGY COM 55277P104 4,687 0 0.00 421 -1.64 0.0199
2024-11-13 2024-09-30 13F MGE ENERGY COM 55277P104 4,687 0 0.00 429 22.29 0.0196
2024-08-14 2024-06-30 13F MGE ENERGY COM 55277P104 4,687 3,757 403.98 350 379.45 0.0170
2024-05-14 2024-03-31 13F MGE ENERGY COM 55277P104 930 -9,234 -90.85 73 -90.05 0.0039
2024-02-09 2023-12-31 13F/A-1 MGE ENERGY COM 55277P104 10,164 7,257 249.64 735 268.84 0.0402
2024-02-09 2023-12-31 13F MGE ENERGY COM 55277P104 10,164 7,257 735 0.0242
2023-11-14 2023-09-30 13F MGE ENERGY COM 55277P104 2,907 -200 -6.44 199 -18.78 0.0138
2023-08-14 2023-06-30 13F MGE ENERGY COM 55277P104 3,107 -2,928 -48.52 246 -47.65 0.0170
2023-05-12 2023-03-31 13F MGE ENERGY COM 55277P104 6,035 519 9.41 469 20.62 0.0334
2023-02-13 2022-12-31 13F MGE ENERGY COM 55277P104 5,516 0 0.00 388 5.43 0.0308
2022-11-14 2022-09-30 13F MGE ENERGY COM 55277P104 5,516 -3,149 -36.34 368 -45.48 0.0339
2022-08-15 2022-06-30 13F MGE ENERGY COM 55277P104 8,665 -27 -0.31 675 -2.60 0.0483
2022-05-16 2022-03-31 13F MGE ENERGY COM 55277P104 8,692 0 0.00 693 -2.94 0.0489
2022-02-14 2021-12-31 13F MGE ENERGY COM 55277P104 8,692 0 0.00 714 11.74 0.0453
2021-11-12 2021-09-30 13F MGE ENERGY COM 55277P104 8,692 -561 -6.06 639 -7.26 0.0435
2021-08-13 2021-06-30 13F MGE ENERGY COM 55277P104 9,253 1,024 12.44 689 17.18 0.0451
2021-05-14 2021-03-31 13F MGE ENERGY COM 55277P104 8,229 -300 -3.52 588 -1.51 0.0395
2021-02-12 2020-12-31 13F MGE ENERGY COM 55277P104 8,529 0 0.00 597 11.59 0.0511
2020-11-12 2020-09-30 13F MGE ENERGY COM 55277P104 8,529 0 0.00 535 -2.73 0.0547
2020-08-11 2020-06-30 13F MGE ENERGY COM 55277P104 8,529 3,300 63.11 550 60.82 0.0591
2020-05-14 2020-03-31 13F MGE ENERGY COM 55277P104 5,229 -64 -1.21 342 -17.99 0.0409
2020-02-14 2019-12-31 13F MGE ENERGY COM 55277P104 5,293 -4,092 -43.60 417 -44.40 0.0377
2019-11-12 2019-09-30 13F MGE ENERGY COM 55277P104 9,385 280 3.08 750 12.78 0.0688
2019-08-09 2019-06-30 13F MGE ENERGY COM 55277P104 9,105 304 3.45 665 11.20 0.0592
2019-05-13 2019-03-31 13F MGE ENERGY COM 55277P104 8,801 0 0.00 598 13.26 0.0530
2019-02-11 2018-12-31 13F MGE ENERGY COM 55277P104 8,801 -2,712 -23.56 528 -28.16 0.0543
2018-11-09 2018-09-30 13F MGE ENERGY COM 55277P104 11,513 -89 -0.77 735 0.55 0.0750
2018-08-07 2018-06-30 13F MGE ENERGY COM 55277P104 11,602 -3,107 -21.12 731 -11.39 0.0802
2018-05-07 2018-03-31 13F MGE ENERGY COM 55277P104 14,709 1,077 7.90 825 -4.07 0.0986
2018-02-12 2017-12-31 13F MGE ENERGY COM 55277P104 13,632 -1,441 -9.56 860 -11.70 0.1053
2017-11-09 2017-09-30 13F MGE ENERGY COM 55277P104 15,073 150 1.01 974 1.46 0.1281
2017-08-10 2017-06-30 13F MGE ENERGY COM 55277P104 14,923 27 0.18 960 -0.83 0.1381
2017-05-12 2017-03-31 13F MGE ENERGY COM 55277P104 14,896 1,961 15.16 968 14.56 0.1219
2017-02-07 2016-12-31 13F/A-1 MGE ENERGY COM 55277P104 12,935 -3,471 -21.16 845 -8.85 0.1165
2017-02-02 2016-12-31 13F MGE ENERGY COM 55277P104 12,935 845
2016-11-14 2016-09-30 13F MGE ENERGY COM 55277P104 16,406 2,171 15.25 927 15.16 0.1238
2016-08-12 2016-06-30 13F MGE ENERGY COM 55277P104 14,235 -1,276 -8.23 805 -0.62 0.1115
2016-05-09 2016-03-31 13F MGE ENERGY COM 55277P104 15,511 -2,837 -15.46 810 -4.93 0.1620
2016-02-08 2015-12-31 13F MGE ENERGY COM 55277P104 18,348 805 4.59 852 17.84 0.1770
2015-11-02 2015-09-30 13F MGE ENERGY COM 55277P104 17,543 2,339 15.38 723 22.75 0.1582
2015-08-11 2015-06-30 13F MGE ENERGY COM 55277P104 15,204 8,202 117.14 589 90.00 0.1221
2015-05-12 2015-03-31 13F MGE ENERGY COM 55277P104 7,002 165 2.41 310 -0.64 0.0665
2015-02-10 2014-12-31 13F MGE ENERGY COM 55277P104 6,837 -1,125 -14.13 312 5.05 0.0724
2014-11-14 2014-09-30 13F MGE ENERGY COM 55277P104 7,962 -313 -3.78 297 -9.17 0.0774
2014-08-06 2014-06-30 13F MGE ENERGY COM 55277P104 8,275 512 6.60 327 7.21 0.0862
2014-05-14 2014-03-31 13F MGE ENERGY COM 55277P104 7,763 289 3.87 305 -29.23 0.0891
2014-02-11 2013-12-31 13F MGE ENERGY COM 55277P104 7,474 0 0.00 431 5.64 0.1247
2013-11-14 2013-09-30 13F MGE ENERGY COM 55277P104 7,474 -2,540 -25.36 408 -25.55 0.1238
2013-08-14 2013-06-30 13F MGE ENERGY COM 55277P104 10,014 10,014 548 0.1525
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.