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Public ownership evidence

MGE Energy Inc (MGEE) Ownership Disclosures

Read MGEE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-09-112026-09-09Berbee James GP274.74Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-09 and its public availability date is 2026-09-11. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-388717 ↗SEC 0001193125-26-359468 ↗13F 0001999371-26-018935 ↗

Recent Form 4 activity

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2026-09-112026-09-09Berbee James GP274.74Not reported
2026-08-212026-08-19Berbee James GP261.36Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2020-06-302026-08-2811,007$710,062None
Corient Private Wealth LP2026-06-302026-08-285,695$464,373None
Advisors Asset Management, Inc.2024-03-312026-08-272,952$232,381None
Advisors Asset Management, Inc.2025-03-312026-08-2710,494$975,522None
Advisors Asset Management, Inc.2020-12-312026-08-277,894$553,000None
Advisors Asset Management, Inc.2021-03-312026-08-275,135$366,588None
Advisors Asset Management, Inc.2021-06-302026-08-272,909$217,000None
Advisors Asset Management, Inc.2020-09-302026-08-2710,080$631,613None
Advisors Asset Management, Inc.2025-09-302026-08-2713,420$1,129,696None
Advisors Asset Management, Inc.2019-12-312026-08-266,787$534,951None
Advisors Asset Management, Inc.2025-06-302026-08-2512,692$1,122,480None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2543,145$3,518,043None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-253,518,043$43,145,000None
Advisors Asset Management, Inc.2024-09-302026-08-228,039$735,167None
Advisors Asset Management, Inc.2024-06-302026-08-224,594$343,264None
Advisors Asset Management, Inc.2024-12-312026-08-229,113$856,257None
Advisors Asset Management, Inc.2025-12-312026-08-2213,127$1,029,419None
Advisors Asset Management, Inc.2020-03-312026-08-228,437$552,370None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-21350,904$28,612,712None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,450$1,585,922None
Advisors Asset Management, Inc.2019-09-302026-08-193,679$293,842None
Advisors Asset Management, Inc.2019-06-302026-08-19999$73,007None
Fulcrum Asset Management LLP2026-06-302026-08-198$642None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-195,292$431,517None
Caitlin John, LLC2026-06-302026-08-1813$1,060None
Caitlin John, LLC2026-06-302026-08-182$163None
Corient Private Wealth LP2026-06-302026-08-186,025$491,209None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-189,845$802,761None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1821,816$1,778,877None
Investors Portfolio Services LLC2026-06-302026-08-1514$1,142None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-1525,372$2,068,833None
SEI INVESTMENTS CO2026-06-302026-08-1526,499$2,160,728None
SEI INVESTMENTS CO2026-06-302026-08-15632$51,540None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15109$8,906None
JPL Wealth Management, LLC2026-06-302026-08-153$245None
Advisors Asset Management, Inc.2026-06-302026-08-157,840$639,274None
Susquehanna Portfolio Strategies, LLC2026-06-302026-08-1510,610$865,139None
Basecamp Wealth Advisors LLC2026-06-302026-08-1549$3,995None
Polymer Capital Management (US) LLC2026-06-302026-08-1520,000$1,630,800None
Quarry LP2026-06-302026-08-1558$4,729None
CSM Advisors, LLC2026-06-302026-08-153,960$322,000None
XTX Topco Ltd2026-06-302026-08-1525,390$2,070,301None
Aquatic Capital Management LLC2026-06-302026-08-157,366$600,624None
Treasurer of the State of North Carolina2026-06-302026-08-1511,382$928,000None
Yaupon Capital Management LP2026-06-302026-08-15200,000$16,308,000None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15434,562$35,434,185None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15434,562$35,434,185None
ExodusPoint Capital Management, LP2026-06-302026-08-1511,553$942,032None
Qube Research & Technologies Ltd2026-06-302026-08-15329,710$26,884,553None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,298$350,421None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.