MGE Energy Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $169.56M | 0.18% | 2,193,858 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $90.49M | 0.00% | 1,170,738 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $69.70M | 0.10% | 901,812 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $65.24M | 0.04% | 844,079 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $41.49M | 0.07% | 536,863 NS | $60.64B | FIGI |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | FVD | $34.43M | 0.43% | 445,474 NS | $8.09B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $31.44M | 0.04% | 406,716 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $27.14M | 0.13% | 351,178 NS | $20.67B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $25.54M | 0.18% | 330,468 NS | $13.87B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $18.35M | 0.19% | 237,478 NS | $9.65B | FIGI |
| The Gabelli Utilities Fund Gabelli Utilities Fund | — | $14.34M | 0.81% | 185,500 NS | $1.77B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $13.79M | 0.18% | 178,420 NS | $7.58B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $12.20M | 0.19% | 157,840 NS | $6.51B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $12.16M | 0.10% | 157,272 NS | $12.17B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $11.73M | 0.09% | 151,702 NS | $12.46B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $7.45M | 0.19% | 96,412 NS | $3.98B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $7.35M | 0.18% | 95,100 NS | $4.06B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $6.36M | 0.33% | 82,258 NS | $1.94B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $6.27M | 0.07% | 81,066 NS | $9.06B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $4.64M | 0.10% | 60,010 NS | $4.82B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $4.39M | 0.15% | 56,790 NS | $2.92B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $4.39M | 0.18% | 56,782 NS | $2.39B | FIGI |
| Gabelli Utility Trust — | — | $4.29M | 1.47% | 55,500 NS | $291.72M | FIGI |
| VictoryShares US Small Cap High Div Volatilit… Victory Portfolios II | CSB | $3.95M | 1.56% | 51,112 NS | $253.38M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $3.52M | 0.00% | 45,583 NS | $79.62B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $2.97M | 0.09% | 38,454 NS | $3.39B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $2.95M | 0.00% | 38,130 NS | $129.17B | FIGI |
| iShares U.S. Infrastructure ETF iShares Trust | IFRA | $2.82M | 0.08% | 36,422 NS | $3.70B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $2.40M | 0.18% | 31,050 NS | $1.35B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $2.02M | 0.18% | 26,086 NS | $1.11B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.93M | 0.10% | 24,915 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $1.89M | 0.18% | 24,391 NS | $1.04B | FIGI |
| Gabelli Dividend & Income Trust — | — | $1.78M | 0.07% | 23,000 NS | $2.65B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $1.69M | 0.09% | 21,824 NS | $1.80B | FIGI |
| ROYCE SMALL-CAP TRUST, INC. — | — | $1.67M | 0.07% | 21,552 NS | $2.23B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.57M | 0.00% | 20,352 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.57M | 0.10% | 20,279 NS | $1.59B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $1.42M | 0.06% | 18,313 NS | $2.45B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.33M | 0.00% | 17,168 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $1.31M | 0.09% | 16,949 NS | $1.38B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $1.13M | 0.10% | 14,626 NS | $1.14B | FIGI |
| Timothy Plan US Small Cap Core ETF Timothy Plan | TPSC | $1.03M | 0.34% | 13,310 NS | $301.39M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $1.00M | 0.16% | 12,968 NS | $633.02M | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $993.0K | 0.18% | 12,848 NS | $538.24M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $987.1K | 0.04% | 12,771 NS | $2.63B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $966.0K | 0.18% | 12,499 NS | $525.94M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $943.7K | 0.05% | 12,210 NS | $1.90B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $900.5K | 0.09% | 11,651 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $843.3K | 0.09% | 10,911 NS | $962.08M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $792.5K | 0.19% | 10,253 NS | $423.00M | FIGI |