MGE 에너지, Inc.
US ˙ NasdaqGS ˙ US55277P1049

SecurityMGEE / MGE Energy, Inc.
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Commonwealth Equity Services, Llc closes position in MGEE / MGE Energy, Inc.

On April 27, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 0 shares of MGE Energy, Inc. (US:MGEE) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 40,412 shares of MGE Energy, Inc.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2026-04-27 2026-03-31 13F MGE ENERGY COM 55277P104 0 -40,412 -100.00 0 -100.00
2026-02-12 2025-12-31 13F MGE ENERGY COM 55277P104 40,412 1,061 2.70 3,169 105,533.33 0.0042
2025-10-22 2025-09-30 13F MGE ENERGY COM 55277P104 39,351 -9,302 -19.12 3 -25.00 0.0043
2025-08-06 2025-06-30 13F MGE ENERGY COM 55277P104 48,653 1,202 2.53 4 0.00 0.0057
2025-05-09 2025-03-31 13F MGE ENERGY COM 55277P104 47,451 393 0.84 4 0.00 0.0062
2025-02-10 2024-12-31 13F MGE ENERGY COM 55277P104 47,058 837 1.81 4 0.00 0.0065
2024-10-18 2024-09-30 13F MGE ENERGY COM 55277P104 46,221 1,831 4.12 4 33.33 0.0064
2024-07-31 2024-06-30 13F MGE ENERGY COM 55277P104 44,390 -8,175 -15.55 3 -25.00 0.0053
2024-04-29 2024-03-31 13F MGE ENERGY COM 55277P104 52,565 -493 -0.93 4 33.33 0.0069
2024-02-06 2023-12-31 13F MGE ENERGY COM 55277P104 53,058 3,759 7.62 4 0.00 0.0070
2023-10-23 2023-09-30 13F MGE ENERGY COM 55277P104 49,299 14,574 41.97 3 50.00 0.0070
2023-08-10 2023-06-30 13F MGE ENERGY COM 55277P104 34,725 65 0.19 3 0.00 0.0056
2023-05-11 2023-03-31 13F MGE ENERGY COM 55277P104 34,660 257 0.75 3 0.00 0.0057
2023-02-07 2022-12-31 13F MGE ENERGY COM 55277P104 34,403 -45 -0.13 2 -99.91 0.0058
2022-11-14 2022-09-30 13F MGE ENERGY COM 55277P104 34,448 602 1.78 2,260 -14.20 0.0058
2022-07-19 2022-06-30 13F MGE ENERGY COM 55277P104 33,846 9,068 36.60 2,634 33.23 0.0069
2022-05-04 2022-03-31 13F MGE ENERGY COM 55277P104 24,778 150 0.61 1,977 -2.37 0.0045
2022-01-31 2021-12-31 13F MGE ENERGY COM 55277P104 24,628 9,371 61.42 2,025 80.64 0.0046
2021-10-29 2021-09-30 13F MGE ENERGY COM 55277P104 15,257 14 0.09 1,121 -1.15 0.0028
2021-08-11 2021-06-30 13F MGE ENERGY COM 55277P104 15,243 424 2.86 1,134 7.28 0.0029
2021-05-04 2021-03-31 13F MGE ENERGY COM 55277P104 14,819 -26 -0.18 1,057 1.73 0.0030
2021-02-11 2020-12-31 13F MGE ENERGY COM 55277P104 14,845 567 3.97 1,039 16.22 0.0031
2020-11-05 2020-09-30 13F MGE ENERGY COM 55277P104 14,278 1,696 13.48 894 10.23 0.0031
2020-08-12 2020-06-30 13F MGE ENERGY COM 55277P104 12,582 4 0.03 811 -1.46 0.0031
2020-05-11 2020-03-31 13F MGE ENERGY COM 55277P104 12,578 -157 -1.23 823 -17.95 0.0038
2020-02-05 2019-12-31 13F MGE ENERGY COM 55277P104 12,735 -399 -3.04 1,003 -4.39 0.0038
2019-10-30 2019-09-30 13F MGE ENERGY COM 55277P104 13,134 210 1.62 1,049 11.12 0.0045
2019-07-19 2019-06-30 13F MGE ENERGY COM 55277P104 12,924 -20 -0.15 944 7.39 0.0042
2019-05-13 2019-03-31 13F MGE ENERGY COM 55277P104 12,944 864 7.15 879 21.41 0.0041
2019-02-11 2018-12-31 13F MGE ENERGY COM 55277P104 12,080 353 3.01 724 -3.21 0.0038
2018-11-06 2018-09-30 13F MGE ENERGY COM 55277P104 11,727 284 2.48 748 3.74 0.0036
2018-07-31 2018-06-30 13F MGE ENERGY COM 55277P104 11,443 17 0.15 721 12.48 0.0038
2018-05-14 2018-03-31 13F MGE ENERGY COM 55277P104 11,426 3 0.03 641 -11.10 0.0035
2018-02-12 2017-12-31 13F MGE ENERGY COM 55277P104 11,423 11,423 721 0.0039
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.