9 institutions reported holding $1.8M of MGE ENERGY INC (MGEE) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUST POINT INC. ($516,474), GAMMA Investing LLC ($413,571), MOODY NATIONAL BANK TRUST DIVISION ($401,503), Wisconsin Wealth Advisors, LLC ($278,867), MJT & Associates Financial Advisory Group, Inc. ($122,310). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUST POINT INC. | $516,474 | 6,334 | Added |
| 2 | GAMMA Investing LLC | $413,571 | 5,072 | Added |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $401,503 | 4,924 | New |
| 4 | Wisconsin Wealth Advisors, LLC | $278,867 | 3,420 | Trimmed |
| 5 | MJT & Associates Financial Advisory Group, Inc. | $122,310 | 1,500 | Hold |
| 6 | Versant Capital Management, Inc | $60,666 | 744 | Added |
| 7 | Bangor Savings Bank | $11,008 | 135 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $9,132 | 112 | Added |
| 9 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $6,686 | 82 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30