MGEE MGE Energy (MGEE) Insider Trading, Ownership & Congress Trades
Utilities · Electric, gas & sanitary services · CIK 0001161728
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
203
13F, latest reported quarter
What the filings say about MGEE
Insiders, 180 days
+$42.5K net bought
1 buyer
MGE Energy insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, MGE ENERGY INC insiders bought a net $42.5K of stock across 26 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 buys), the last on Aug 19, 2026.
- +0.7% median (+1.7% mean) 90-day return after 19 previous buys.
- The trade is 2.7% of the 10,013 shares held after it.
- No other insider bought within 30 days.
- 203 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Berbee James G bought about $21.3K of MGEE on Sep 9, 2026; 203 funds added in the latest 13F quarter.Context
- 19 earlier Form 4 trades (code P or S) here by this insider (19 buys), the last on Mar 11, 2026.
- +0.7% median (+1.7% mean) 90-day return after 19 previous buys.
- The trade is 2.7% of the 9,738 shares held after it.
- No other insider bought within 30 days.
- 203 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Berbee James G bought about $21.2K of MGEE on Aug 19, 2026; 203 funds added in the latest 13F quarter.Context
- 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on Dec 5, 2025.
- +0.4% median (+1.5% mean) 90-day return after 18 previous buys.
- The trade is 4.0% of the 9,362 shares held after it.
- No other insider bought within 30 days.
- 203 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Berbee James G bought about $29.0K of MGEE on Mar 11, 2026; 203 funds added in the latest 13F quarter.Context
- 17 earlier Form 4 trades (code P or S) here by this insider (17 buys), the last on Sep 8, 2025.
- +0.2% median (+1.5% mean) 90-day return after 17 previous buys.
- The trade is 3.9% of the 6,888 shares held after it.
- No other insider bought within 30 days.
- 203 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Berbee James G bought about $21.2K of MGEE on Dec 5, 2025; 203 funds added in the latest 13F quarter.Context
- 16 earlier Form 4 trades (code P or S) here by this insider (16 buys), the last on Aug 15, 2025.
- +0.4% median (+2.0% mean) 90-day return after 16 previous buys.
- The trade is 3.9% of the 6,582 shares held after it.
- No other insider bought within 30 days.
- 203 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Berbee James G bought about $21.2K of MGEE on Sep 8, 2025; 203 funds added in the latest 13F quarter.26 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$42.5K over 180 days
+$42.5K over 90 days
more than 74% of Utilities
Congress
no House purchase disclosed in the last 12 months
Funds
203 funds bought in last quarter
below 52% of Utilities
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
4.3% of the float short (float per yahoo 2026-10-27) · 10.0 days to cover · settled 2026-10-15
more than 65% of Utilities
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch MGEE
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-13.4%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns MGEE: institutional holders (13F)
13F holdings, latest reported quarter
6,093,900 sh
$496.9M
2,793,808 sh
$227.8M
2,049,814 sh
$167.1M
1,702,695 sh
$138.8M
1,005,058 sh
$82.0M
Congress trades in MGEE
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
MGEE planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
MGEE mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Utilities & Communication Services ETF
$476.3K position · as of 2026-05-31
2.7%
The Gabelli Utilities Fund
$30.6M position · as of 2026-06-30
1.7%
VictoryShares US Small Cap High Div Volatility Wtd ETF
$4.0M position · as of 2026-06-30
1.6%
WESTWOOD QUALITY SMALLCAP FUND
$13.0M position · as of 2026-07-31
1.5%
Keeley Small Cap Fund
$1.6M position · as of 2026-06-30
1.1%
Timothy Plan Small Cap Value Fund
$2.0M position · as of 2026-06-30
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$3.6M
$2.6M
$1.1M
+25%
+44%
2024
$2.1M
$3.3M
$856.0K
+46%
+29%
2023
$2.6M
$2.2M
$895.2K
+10%
+8%
2022
$1.7M
$1.6M
$797.2K
+5%
+19%
2021
$2.6M
$2.2M
$863.5K
+20%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $42.5K bought by insiders over 180 days, 203 funds added last quarter. Each figure is a federal filing, dated the day it went public.
MGEE financials
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Revenue, TTM MGEE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Net margin, TTM MGEE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$130.6M
operating cash flow minus capex, 2025-04-01 to 2026-03-31
Free cash flow, TTM MGEE
| FY Dec 2025 | -$80.0M |
| FY Dec 2024 | $40.9M |
| FY Dec 2023 | $15.5M |
| FY Dec 2022 | -$21.3M |
| FY Dec 2021 | -$15.6M |
| Mar 2026 | -$20.4M |
| Dec 2025 | -$53.1M |
| Sep 2025 | -$49.1M |
| Jun 2025 | -$8.0M |
| Mar 2025 | $30.2M |
| Dec 2024 | -$4.9M |
| Sep 2024 | $27.0M |
| Jun 2024 | -$2.2M |
At each fiscal year end
Single quarter
Debt to equity
0.67x
long-term 2026-03-31 plus current 2026-03-31; equity 2026-03-31
Debt to equity MGEE
| FY Dec 2025 | 0.62x |
| FY Dec 2024 | 0.63x |
| FY Dec 2023 | 0.64x |
| FY Dec 2022 | 0.59x |
| FY Dec 2021 | 0.60x |
| Mar 2026 | 0.67x |
| Dec 2025 | 0.62x |
| Sep 2025 | 0.59x |
| Jun 2025 | 0.60x |
| Mar 2025 | 0.61x |
| Dec 2024 | 0.63x |
| Sep 2024 | 0.60x |
| Jun 2024 | 0.62x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.30x
TTM operating cash flow over long-term 2026-03-31 plus current 2026-03-31
Cash flow to debt MGEE
| FY Dec 2025 | 0.32x |
| FY Dec 2024 | 0.36x |
| FY Dec 2023 | 0.33x |
| FY Dec 2022 | 0.24x |
| FY Dec 2021 | 0.22x |
| Mar 2026 | 0.30x |
| Dec 2025 | 0.32x |
| Sep 2025 | 0.39x |
| Jun 2025 | 0.37x |
| Mar 2025 | 0.38x |
| Dec 2024 | 0.36x |
| Sep 2024 | 0.35x |
| Jun 2024 | 0.33x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+10.9%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on equity MGEE
| FY Dec 2025 | +10.7% |
| FY Dec 2024 | +10.2% |
| FY Dec 2023 | +10.6% |
| FY Dec 2022 | +10.5% |
| FY Dec 2021 | +10.6% |
| Mar 2026 | +10.9% |
| Dec 2025 | +10.7% |
| Sep 2025 | +10.8% |
| Jun 2025 | +10.8% |
| Mar 2025 | +10.6% |
| Dec 2024 | +10.2% |
| Sep 2024 | +10.2% |
| Jun 2024 | +10.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.7%
TTM net income over average of 2025-03-31 and 2026-03-31
Return on assets MGEE
| FY Dec 2025 | +4.5% |
| FY Dec 2024 | +4.4% |
| FY Dec 2023 | +4.5% |
| FY Dec 2022 | +4.5% |
| FY Dec 2021 | +4.6% |
| Mar 2026 | +4.7% |
| Dec 2025 | +4.5% |
| Sep 2025 | +4.7% |
| Jun 2025 | +4.7% |
| Mar 2025 | +4.7% |
| Dec 2024 | +4.4% |
| Sep 2024 | +4.4% |
| Jun 2024 | +4.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital MGEE
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
| Jun 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+6.0%
operating income (EBIT proxy) over average of 2025-03-31 and 2026-03-31 minus current liabilities
Return on capital employed MGEE
| FY Dec 2025 | +6.1% |
| FY Dec 2024 | +5.6% |
| FY Dec 2023 | +6.1% |
| FY Dec 2022 | +6.1% |
| FY Dec 2021 | +5.4% |
| Mar 2026 | +6.0% |
| Dec 2025 | +6.1% |
| Sep 2025 | +6.2% |
| Jun 2025 | +6.1% |
| Mar 2025 | +6.0% |
| Dec 2024 | +5.6% |
| Sep 2024 | +5.6% |
| Jun 2024 | +5.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
18.86x
close 2026-10-26 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
P/E, trailing MGEE
| FY Dec 2025 | 21.08x |
| FY Dec 2024 | 28.22x |
| FY Dec 2023 | 22.25x |
| FY Dec 2022 | 23.01x |
| FY Dec 2021 | 28.07x |
| Mar 2026 | 19.82x |
| Dec 2025 | 21.08x |
| Sep 2025 | 22.81x |
| Jun 2025 | 24.57x |
| Mar 2025 | 26.26x |
| Dec 2024 | 28.22x |
| Sep 2024 | 27.97x |
| Jun 2024 | 23.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$3.6B
market value at close 2026-10-26 on 2026-04-30 shares, plus long-term 2026-03-31 plus current 2026-03-31, minus cash 2026-03-31
Enterprise value MGEE
| FY Dec 2025 | $3.7B |
| FY Dec 2024 | $4.1B |
| FY Dec 2023 | $3.3B |
| FY Dec 2022 | $3.2B |
| FY Dec 2021 | $3.6B |
| Mar 2026 | $3.7B |
| Dec 2025 | $3.7B |
| Sep 2025 | $3.8B |
| Jun 2025 | $4.0B |
| Mar 2025 | $4.1B |
| Dec 2024 | $4.1B |
| Sep 2024 | $4.0B |
| Jun 2024 | $3.4B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
-4.8%
TTM free cash flow over market value at close 2026-10-26
FCF yield MGEE
| FY Dec 2025 | -2.8% |
| FY Dec 2024 | +1.2% |
| FY Dec 2023 | +0.6% |
| FY Dec 2022 | -0.8% |
| FY Dec 2021 | -0.5% |
| Mar 2026 | -4.6% |
| Dec 2025 | -2.8% |
| Sep 2025 | -1.0% |
| Jun 2025 | +1.4% |
| Mar 2025 | +1.5% |
| Dec 2024 | +1.2% |
| Sep 2024 | +0.5% |
| Jun 2024 | +0.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
1.85x
P/E over trailing EPS growth of 10%: four quarters to 2026-03-31 against the four to 2025-03-31
PEG, trailing MGEE
| FY Dec 2025 | 1.80x |
| FY Dec 2024 | 11.46x |
| FY Dec 2023 | 3.58x |
| FY Dec 2022 | 5.19x |
| FY Dec 2021 | 2.21x |
| Mar 2026 | 1.95x |
| Dec 2025 | 1.80x |
| Sep 2025 | 1.78x |
| Jun 2025 | 1.91x |
| Mar 2025 | 3.96x |
| Dec 2024 | 11.46x |
| Sep 2024 | n/a |
| Jun 2024 | 24.67x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Operating income | $170.7M | $146.3M | $146.4M | $137.7M |
| Net income | $135.9M | $120.6M | $117.7M | $111.0M |
| EPS (diluted) | 3.72 | 3.33 | 3.25 | 3.07 |
| Operating cash flow | $263.2M | $277.8M | $237.6M | $153.7M |
| Cash | $5.7M | $21.3M | $11.1M | $11.6M |
| Long-term debt | $792.2M | $763.7M | $718.8M | $585.2M |
| Dividends paid | $67.6M | $63.6M | $60.4M | $57.5M |
SEC XBRL, fiscal years, as known on 2026-10-28
MGEE Stock Sonar score 5/7 axes
Find similar shapesCompareMGEE ranks highest on financial health (84th percentile) and profitability (68th), and lowest on risk and compliance (40th), among Utilities peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
MGEE filings, in plain words
Are MGE Energy insiders buying or selling MGEE?
In the 180 days to 2026-10-28, MGE Energy insiders were net buyers, a net $42.5K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, MGE Energy insiders were net buyers of MGEE, a net $42.5K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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