MGEE MGE Energy Inc. - Common Stock

NASDAQ · Utilities · Ver en SEC EDGAR ↗
$82,44
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026

Acerca de MGE Energy Inc. - Common Stock Descripción general de la empresa de Wikipedia

MGE Energy: MGE Energy, Inc. is a utility holding company based in Madison, Wisconsin. Its main subsidiary, Madison Gas and Electric Co., produces and distributes electricity and distributes natural gas.

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MGE Energy: MGE Energy, Inc. (Nasdaq: MGEE) is a utility holding company based in Madison, Wisconsin. Its main subsidiary, Madison Gas and Electric Co., produces and distributes electricity and distributes natural gas.

Subsidiaries

MGE Energy is the parent corporation and holding company of eight subsidiaries.

Madison Gas and Electric Co. (MGE), a regulated utility, and its divisions, which serve natural gas and electric customers in south-central and south-western Wisconsin. MGE has 146,000 electric customers and 152,000 natural gas customers.

MGE Power, which owns assets in the West Campus Cogeneration Facility at Madison, Wis., and the Elm Road Generating Station at Oak Creek, Wis.

MGE Transco Investment, which owns interest in the American Transmission Co. through its members, MGE and MGE Energy

MGE Services provides construction and other services

Central Wisconsin Development Corp. promotes business growth in MGE's service area

MAGAEL holds title to properties acquired for future utility plant expansion

North Mendota Energy & Technology Park owns property and serves as the development entity for the property

History

The company's history in the Madison area date back more than 150 years. In 1888, as the renamed Madison Electric Co., it began delivering electric service. In 1892, the Four Lakes Light and Power Co. succeeded Madison Electric Co. and operated as Madison's electricity provider for the next four years. In 1896, the local utility incorporated to become Madison Gas and Electric Co.

In 2001, the company formed a holding company named MGE Energy, Inc. − and Madison Gas and Electric Co. became its main subsidiary.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

MGEE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$82.44
Capitalización Bursátil
$3.03B
P/E (TTM)
22.3
BPA (TTM)
$3.72
Ingresos (TTM)
Rendimiento div.
2.2%
ROE
10.6%
Deuda/Capital
0.7
Rango 52S
$72 – $88

MGEE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto
BPA $3.72
7-point trend, +48.2%
2019-12-31 2025-12-31
Flujo de caja libre $-80M
10-point trend, -225.3%
2016-12-31 2025-12-31
Márgenes -402.1%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
P/E (TTM)
5-point trend, -25.2%
22.3
21.3
P/S (TTM) (P/V (TTM))
5-point trend, +31.3%
-89.6
3.0
P/B (P/C)
5-point trend, -24.1%
2.3
1.9
EV / EBITDA
5-point trend, -27.7%
23.0
Price / FCF (Precio / FCF)
5-point trend, +81.2%
-37.9

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, -3.8%
-504.9%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +8.3%
-402.1%
14.4%
ROA
5-point trend, -0.7%
4.5%
2.7%
ROE
5-point trend, +2.6%
10.6%
9.4%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +14.6%
0.7
Current Ratio (Ratio corriente)
5-point trend, -54.5%
0.8
1.1
Quick Ratio (Ratio Rápido)
5-point trend, -60.5%
0.2

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
EPS YoY (EPS interanual)
5-point trend, +27.4%
11.7%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +28.5%
12.7%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +27.4%
$3.72

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
MGEE
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -4.0%
49.7%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
2.2%
Ratio de Pago
49.7%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
1 de junio de 2026$0,4750
27 de febrero de 2026$0,4750
1 de diciembre de 2025$0,4750
29 de agosto de 2025$0,4750
30 de mayo de 2025$0,4500
28 de febrero de 2025$0,4500
29 de noviembre de 2024$0,4500
30 de agosto de 2024$0,4500
31 de mayo de 2024$0,4280
29 de febrero de 2024$0,4280
30 de noviembre de 2023$0,4280
31 de agosto de 2023$0,4280
31 de mayo de 2023$0,4080
28 de febrero de 2023$0,4080
30 de noviembre de 2022$0,4080
31 de agosto de 2022$0,4080
31 de mayo de 2022$0,3880
28 de febrero de 2022$0,3880
30 de noviembre de 2021$0,3880
31 de agosto de 2021$0,3880

MGEE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

MANTENER 8 analistas
  • Compra fuerte 1 12,5%
  • Compra 0 0,0%
  • Mantener 3 37,5%
  • Venta 2 25,0%
  • Venta fuerte 2 25,0%

Precio objetivo a 12 meses

4 analistas · 2026-08-18
Objetivo mediano $78.00 -5,4%
Objetivo medio $78.25 -5,1%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.05%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.89 $0.79 0.10%
31 de marzo de 2026 $1.32 $1.15 0.17%
31 de diciembre de 2025 $0.64 $0.65 -0.01%
30 de septiembre de 2025 $1.22 $1.21 0.01%
30 de junio de 2025 $0.72 $0.74 -0.02%
31 de marzo de 2025 $1.14 $1.07 0.07%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
MGEE $2.87B 21.1 -402.1% 10.6%
TXNM $6.41B 39.8 9.9% 7.8% 5.7%
POR $5.55B 17.3 4.0% 8.6% 7.7%
OTTR $3.39B 12.3 -2.3% 21.2% 15.2%
HE $2.12B 17.3 -4.1% 4.1% 8.0%
GNE 15.3 18.1% 4.8% 9.7% 24.8%
ENO
NEE $167.22B 24.3 9.8% 26.5% 13.1%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 9
Datos anuales de Estado de resultados para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Income 12-point trend, +23.6% $171M $146M $146M $138M $117M $110M $111M $114M $125M $124M $124M $138M
Other Non-op 12-point trend, +96.4% $20M $18M $30M $26M $17M $25M $19M $17M $14M $14M $9M $10M
Income Tax 12-point trend, -56.9% $21M $11M $28M $26M $4M $19M $20M $27M $22M $43M $41M $48M
Net Income 12-point trend, +69.2% $136M $121M $118M $111M $106M $92M $87M $84M $98M $76M $71M $80M
EPS (Basic) 7-point trend, +48.2% $3.72 $3.33 $3.25 $3.07 $2.92 $2.60 $2.51 · · · · ·
EPS (Diluted) 7-point trend, +48.2% $3.72 $3.33 $3.25 $3.07 $2.92 $2.60 $2.51 · · · · ·
Shares (Basic) 7-point trend, +5.4% 36,534,000 36,210,000 36,163,000 36,163,000 36,163,000 35,612,000 34,668,000 · · · · ·
Shares (Diluted) 7-point trend, +5.5% 36,571,000 36,239,000 36,186,000 36,174,000 36,167,000 35,612,000 34,668,000 · · · · ·
EBITDA 12-point trend, +23.6% $171M $146M $146M $138M $117M $110M $111M $114M $129M $128M $124M $138M
Balance general 22
Datos anuales de Balance general para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -91.4% $6M $21M $11M $12M $17M $45M $23M $83M $108M $96M $81M $66M
Receivables 12-point trend, +38.3% $58M $51M $47M $55M $46M $41M $40M $44M $42M $40M $37M $42M
Other Current Assets 12-point trend, +60.6% $17M $14M $16M $19M $11M $11M $10M $9M $13M $12M $11M $11M
Current Assets 12-point trend, -8.8% $229M $227M $238M $243M $199M $210M $182M $241M $291M $276M $255M $250M
PP&E (Net) 12-point trend, +113.0% $2.57B $2.29B $2.13B $1.97B $1.88B $1.77B $1.64B $1.51B $1.34B $1.28B $1.24B $1.21B
Other Non-current Assets 12-point trend, +279.3% $18M $26M $21M $24M $28M $22M $19M $12M $731.0K $1M $1M $5M
Total Assets 12-point trend, +86.8% $3.16B $2.83B $2.68B $2.52B $2.37B $2.25B $2.08B $1.99B $1.86B $1.80B $1.73B $1.69B
Accounts Payable 12-point trend, +182.5% $118M $77M $65M $59M $64M $55M $55M $46M $48M $48M $41M $42M
Short-term Debt 12-point trend, +1250.4% $95M $0 $38M $70M $6M $52M $0 $13M $4M $0 $0 $7M
Current Liabilities 12-point trend, +229.7% $297M $126M $157M $225M $118M $191M $129M $121M $127M $104M $84M $90M
Capital Leases 7-point trend, +1454.0% $8M $8M $8M $8M $8M $6M $496.0K · · · · ·
Deferred Tax 12-point trend, -0.2% $338M $316M $279M $252M $231M $231M $243M $232M $225M $384M $361M $339M
Other Non-current Liabilities 12-point trend, +26.1% $63M $65M $62M $47M $92M $72M $63M $66M $69M $66M $62M $50M
Long-term Debt 12-point trend, +103.6% $814M $769M $724M $640M $619M $524M $543M $498M $423M $387M $396M $400M
Total Debt 12-point trend, +123.5% $908M $769M $762M $710M $625M $577M $543M $511M $427M $387M $395M $406M
Common Stock 12-point trend, +5.4% $37M $36M $36M $36M $36M $36M $35M $35M $35M $35M $35M $35M
Paid-in Capital 12-point trend, +37.5% $435M $430M $397M $396M $395M $394M $316M $316M $316M $316M $316M $316M
Retained Earnings 12-point trend, +170.3% $832M $764M $707M $650M $596M $545M $505M $466M $427M $373M $339M $308M
AOCI 5-point trend, -100.0% · · · · · · · $0 $377.0K $202.0K $357.0K $458.0K
Stockholders' Equity 12-point trend, +97.7% $1.30B $1.23B $1.14B $1.08B $1.03B $976M $856M $817M $778M $724M $690M $659M
Liabilities + Equity 12-point trend, +86.3% $3.16B $2.83B $2.68B $2.52B $2.37B $2.25B $2.08B $1.99B $1.86B $1.80B $1.73B $1.69B
Shares Outstanding 12-point trend, +5.4% 36,541,849 36,489,641 36,163,000 36,163,000 36,163,000 36,163,000 34,668,000 34,668,000 34,668,000 34,668,000 34,668,000 34,668,000
Flujo de Efectivo 13
Datos anuales de Flujo de Efectivo para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Deferred Tax 12-point trend, -84.7% $8M $608.0K $23M $23M $5M $10M $7M $4M $-4M $22M $22M $50M
Operating Cash Flow 12-point trend, +104.4% $263M $278M $238M $154M $138M $172M $130M $153M $131M $148M $141M $129M
CapEx 12-point trend, +270.3% $343M $237M $222M $175M $153M $203M $164M $212M $108M $84M $72M $93M
Investing Cash Flow 12-point trend, -264.6% $-351M $-241M $-230M $-180M $-157M $-210M $-172M $-218M $-116M $-87M $-73M $-96M
Debt Issued 12-point trend, +50000000.00 $50M $50M $139M $25M $100M $19M $50M $100M $70M $0 $0 $0
Net Debt Issued 12-point trend, +1189.8% $45M $45M $85M $20M $95M $-20M $45M $76M $36M $-4M $-4M $-4M
Stock Issued 8-point trend, +3750000.00 $4M $32M $0 $0 $0 $80M $0 $0 · · · ·
Net Stock Activity 5-point trend, -95.3% $4M $32M · $0 $0 $80M · · · · · ·
Dividends Paid 12-point trend, +75.9% $68M $64M $60M $58M $55M $52M $48M $46M $44M $42M $40M $38M
Financing Cash Flow 12-point trend, +300.7% $72M $-27M $-10M $26M $-9M $59M $-17M $38M $-5M $-46M $-52M $-36M
Net Change in Cash 12-point trend, -415.4% $-16M $9M $-3M $-867.0K $-28M $21M $-59M $-27M $10M $15M $16M $-3M
Taxes Paid 4-point trend, -427.6% · $-13M $10M $3M $4M · · · · · · ·
Free Cash Flow 12-point trend, -321.7% $-80M $41M $15M $-21M $-16M $-31M $-34M $-59M $25M $64M $69M $36M
Rentabilidad 5
Datos anuales de Rentabilidad para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +28.1% -504.9% -444.2% -481.1% -516.9% -486.4% -467.6% -480.9% -582.4% -666.2% -645.5% -616.3% -702.0%
Net Margin 12-point trend, +1.5% -402.1% -366.1% -386.8% -416.4% -438.6% -392.9% -376.7% -429.5% -505.1% -380.4% -353.9% -408.3%
EBITDA Margin 12-point trend, +28.1% -504.9% -444.2% -481.1% -516.9% -486.4% -467.6% -480.9% -582.4% -666.2% -645.5% -616.3% -702.0%
ROA 12-point trend, -7.3% 4.5% 4.4% 4.5% 4.5% 4.6% 4.3% 4.3% 4.4% 5.3% 4.3% 4.2% 4.9%
ROE 12-point trend, -13.7% 10.6% 9.9% 10.3% 10.3% 10.3% 9.5% 10.2% 10.3% 12.8% 10.5% 10.3% 12.2%
Liquidez y Solvencia 4
Datos anuales de Liquidez y Solvencia para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -72.7% 0.8 1.8 1.5 1.1 1.7 1.1 1.4 2.0 2.3 2.7 3.0 2.8
Quick Ratio 12-point trend, -82.1% 0.2 0.6 0.4 0.3 0.5 0.5 0.5 1.1 1.2 1.3 1.4 1.2
Debt / Equity 12-point trend, +13.0% 0.7 0.6 0.7 0.7 0.6 0.6 0.6 0.6 0.5 0.5 0.6 0.6
LT Debt / Equity 12-point trend, +1.4% 0.6 0.6 0.6 0.5 0.6 0.5 0.6 0.6 0.5 0.5 0.6 0.6
Eficiencia 2
Datos anuales de Eficiencia para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +5.8% -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0 -0.0
Receivables Turnover 12-point trend, -36.6% -0.6 -0.7 -0.6 -0.5 -0.6 -0.6 -0.5 -0.5 -0.5 -0.5 -0.5 -0.5
Por Acción 6
Datos anuales de Por Acción para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +87.6% $35.68 $33.71 $31.53 $29.91 $28.41 $26.99 $24.68 $23.56 $22.45 $20.89 $19.92 $19.02
Revenue / Share 5-point trend, -38.6% $-0.92 $-0.91 $-0.84 $-0.74 $-0.67 · · · · · · ·
Cash Flow / Share 5-point trend, +89.3% $7.20 $7.67 $6.57 $4.25 $3.80 · · · · · · ·
Cash / Share 12-point trend, -91.8% $0.16 $0.58 $0.31 $0.32 $0.48 $1.24 $0.68 $2.40 $3.11 $2.77 $2.35 $1.90
Dividend Paid / Share 12-point trend, +66.7% $2 $2 $2 $2 $2 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 7-point trend, +48.2% $3.72 $3.33 $3.25 $3.07 $2.92 $2.60 $2.51 · · · · ·
Tasas de Crecimiento 7
Datos anuales de Tasas de Crecimiento para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
EPS YoY 5-point trend, -4.9% 11.7% 2.5% 5.9% 5.1% 12.3% · · · · · · ·
EPS CAGR 3Y 3-point trend, -14.4% 6.6% 4.5% 7.7% · · · · · · · · ·
EPS CAGR 5Y 7.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, -12.0% 12.7% 2.4% 6.1% 4.9% 14.4% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -16.7% 7.0% 4.5% 8.4% · · · · · · · · ·
Net Income CAGR 5Y 8.0% · · · · · · · · · · ·
Dividend CAGR 5Y 5.5% · · · · · · · · · · ·
Valoración (TTM) 17
Datos anuales de Valoración (TTM) para MGEE
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, -71.8% $-34M $-33M $-30M $-27M $-24M $-24M $-23M $-20M $-19M $-20M $-20M $-20M
Net Income TTM 12-point trend, +69.2% $136M $121M $118M $111M $106M $92M $87M $84M $98M $76M $71M $80M
Market Cap 12-point trend, +81.2% $2.87B $3.43B $2.61B $2.55B $2.97B $2.53B $2.73B $2.08B $2.19B $2.26B $1.61B $1.58B
Enterprise Value 12-point trend, +96.1% $3.77B $4.18B $3.37B $3.24B $3.58B $3.06B $3.25B $2.51B $2.51B $2.55B $1.92B $1.92B
P/E 7-point trend, -32.9% 21.1 28.2 22.2 22.9 28.2 26.9 31.4 · · · · ·
P/S 12-point trend, -5.5% -84.8 -104.1 -85.9 -95.5 -123.4 -107.7 -118.5 -106.0 -113.2 -114.0 -79.8 -80.4
P/B 12-point trend, -8.3% 2.2 2.8 2.3 2.4 2.9 2.6 3.2 2.5 2.8 3.1 2.3 2.4
P / Tangible Book 6-point trend, -15.3% 2.2 2.8 2.3 2.4 2.9 2.6 · · · · · ·
P / Cash Flow 12-point trend, -11.4% 10.9 12.3 11.0 16.6 21.6 14.7 20.9 13.6 16.4 15.3 11.4 12.3
P / FCF 12-point trend, -181.8% -35.8 83.9 168.8 -119.6 -190.2 -82.5 -81.4 -35.1 88.0 35.5 23.3 43.8
EV / EBITDA 12-point trend, +58.7% 22.1 28.6 23.0 23.6 30.5 27.9 29.3 21.9 19.5 19.9 15.5 13.9
EV / FCF 12-point trend, -188.5% -47.1 102.2 217.3 -152.4 -229.0 -99.8 -96.9 -42.4 100.8 40.0 27.8 53.3
EV / Revenue 12-point trend, -14.1% -111.5 -126.8 -110.6 -121.8 -148.5 -130.3 -141.0 -127.8 -129.7 -128.6 -95.4 -97.7
Dividend Yield 12-point trend, -2.9% 2.4% 1.8% 2.3% 2.3% 1.8% 2.0% 1.8% 2.2% 2.0% 1.8% 2.5% 2.4%
Earnings Yield 7-point trend, +49.1% 4.7% 3.5% 4.5% 4.4% 3.5% 3.7% 3.2% · · · · ·
Payout Ratio 12-point trend, +3.9% 49.7% 52.8% 51.3% 51.8% 51.8% 56.0% 55.1% 54.3% 44.8% 55.3% 56.1% 47.9%
Annual Payout 12-point trend, +75.9% $68M $64M $60M $58M $55M $52M $48M $46M $44M $42M $40M $38M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Margen Operativo % -504.9%-444.2%-481.1%-516.9%-486.4%
Beneficio neto $136M$121M$118M$111M$106M
EPS Diluido $3.72$3.33$3.25$3.07$2.92
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 0.70.60.70.70.6
Ratio corriente 0.81.81.51.11.7
Ratio Rápido 0.20.60.40.30.5
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-80M$41M$15M$-21M$-16M

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Propietarios institucionales (13F) 354 declarantes · $1.5B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
63 (+17 vs trimestre anterior) 30 (-3 vs trimestre anterior) 131 (+22 vs trimestre anterior) 68 (-26 vs trimestre anterior) +7.9M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $227 807 104 2 793 808 15,70% Acciones
STATE STREET CORP $167 141 834 2 049 814 11,52% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $138 837 750 1 702 695 9,57% Acciones
Zimmer Partners, LP $81 540 000 1 000 000 5,62% Acciones
GEODE CAPITAL MANAGEMENT, LLC $70 447 430 863 732 4,85% Acciones
DIMENSIONAL FUND ADVISORS LP $54 098 405 663 458 3,73% Acciones
WESTWOOD HOLDINGS GROUP INC $43 266 835 530 621 2,98% Acciones
GABELLI FUNDS LLC $41 887 098 513 700 2,89% Acciones
TWO SIGMA INVESTMENTS, LP $39 706 800 486 961 2,74% Acciones
FIRST TRUST ADVISORS LP $36 484 644 447 445 2,51% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $35 434 185 434 562 2,44% Acciones
Qube Research & Technologies Ltd $26 884 553 329 710 1,85% Acciones
DEPRINCE RACE & ZOLLO INC $21 418 372 277 117 1,48% Acciones
VANGUARD FIDUCIARY TRUST CO $20 377 906 249 913 1,40% Acciones
SPEECE THORSON CAPITAL GROUP INC $18 646 000 228 679 1,28% Acciones
Bank of New York Mellon Corp $16 591 433 203 476 1,14% Acciones
Yaupon Capital Management LP $16 308 000 200 000 1,12% Acciones
PRINCIPAL FINANCIAL GROUP INC $14 810 273 181 632 1,02% Acciones
MORGAN STANLEY $14 135 031 173 350 0,97% Acciones
Public Sector Pension Investment Board $10 574 433 129 684 0,73% Acciones
SEGALL BRYANT & HAMILL, LLC $10 194 049 125 019 0,70% Acciones
SEVEN GRAND MANAGERS, LLC $10 192 500 125 000 0,70% Acciones
TUDOR INVESTMENT CORP ET AL $10 134 280 124 286 0,70% Acciones
BlackRock, Inc. $10 059 590 123 370 0,69% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $9 747 536 119 543 0,67% Acciones
VICTORY CAPITAL MANAGEMENT INC $9 289 607 113 927 0,64% Acciones
SOROS FUND MANAGEMENT LLC $8 709 532 106 813 0,60% Acciones
MILLENNIUM MANAGEMENT LLC $8 552 404 104 886 0,59% Acciones
Burkehill Global Management, LP $8 154 000 100 000 0,56% Acciones
GOLDMAN SACHS GROUP INC $7 973 715 97 789 0,55% Acciones
ProShare Advisors LLC $7 524 592 92 281 0,52% Acciones
RHUMBLINE ADVISERS $7 473 531 91 655 0,52% Acciones
Legal & General Group Plc $7 129 694 87 438 0,49% Acciones
RENAISSANCE TECHNOLOGIES LLC $6 629 202 81 300 0,46% Acciones
Swiss National Bank $6 013 575 73 750 0,41% Acciones
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $5 989 032 73 449 0,41% Acciones
BANK OF AMERICA CORP /DE/ $5 902 436 72 387 0,41% Acciones
AMERIPRISE FINANCIAL INC $5 834 269 71 551 0,40% Acciones
Vennlight Capital Management, LP $5 592 421 68 585 0,39% Acciones
Point72 Asset Management, L.P. $5 371 448 65 875 0,37% Acciones
AMERICAN CENTURY COMPANIES INC $5 347 475 65 581 0,37% Acciones
HARBOUR INVESTMENTS, INC. $5 109 622 62 664 0,35% Acciones
Balyasny Asset Management L.P. $4 727 934 57 983 0,33% Acciones
Nuveen Asset Management, LLC $4 437 543 47 228 0,31% Acciones
CITADEL ADVISORS LLC $4 272 696 52 400 0,29% Opción de compra
Schonfeld Strategic Advisors LLC $4 173 786 51 187 0,29% Acciones
MARTINGALE ASSET MANAGEMENT L P $3 990 079 48 934 0,27% Acciones
Jump Financial, LLC $3 481 268 42 694 0,24% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $3 216 551 39 448 0,22% Acciones
PRUDENTIAL FINANCIAL INC $3 174 678 38 934 0,22% Acciones
ALLIANCEBERNSTEIN L.P. $3 138 283 40 604 0,22% Acciones
US BANCORP \DE\ $2 968 708 36 408 0,20% Acciones
Trexquant Investment LP $2 925 003 35 872 0,20% Acciones
ALGERT GLOBAL LLC $2 756 867 33 810 0,19% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 694 098 34 857 0,19% Acciones
Cetera Investment Advisers $2 629 858 32 252 0,18% Acciones
Madison Wealth Partners, Inc $2 593 978 31 812 0,18% Acciones
CITADEL ADVISORS LLC $2 472 537 30 323 0,17% Acciones
UBS Group AG $2 460 388 30 174 0,17% Acciones
Freestone Grove Partners LP $2 434 377 29 855 0,17% Acciones
Magellan Asset Management Ltd $2 420 352 29 683 0,17% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $2 374 934 29 126 0,16% Acciones
Vanguard Investments Australia, Ltd. $2 326 010 28 526 0,16% Acciones
EXCHANGE TRADED CONCEPTS, LLC $2 283 691 28 007 0,16% Acciones
OSAIC HOLDINGS, INC. $2 135 235 26 182 0,15% Acciones
VANGUARD GROUP INC $2 116 556 26 990 0,15% Acciones
OCCUDO QUANTITATIVE STRATEGIES LP $2 109 848 25 875 0,15% Acciones
XTX Topco Ltd $2 070 301 25 390 0,14% Acciones
DARK FOREST CAPITAL MANAGEMENT LP $2 068 833 25 372 0,14% Acciones
Quantinno Capital Management LP $2 046 858 25 102 0,14% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $2 002 043 25 903 0,14% Acciones
Savant Capital, LLC $1 914 943 24 114 0,13% Acciones
MACQUARIE GROUP LTD $1 902 328 23 330 0,13% Acciones
MetLife Investment Management, LLC $1 784 748 21 888 0,12% Acciones
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1 778 877 21 816 0,12% Acciones
Mariner, LLC $1 741 377 21 358 0,12% Acciones
Polymer Capital Management (US) LLC $1 630 800 20 000 0,11% Acciones
MERCER GLOBAL ADVISORS INC /ADV $1 585 922 19 450 0,11% Acciones
State of Tennessee, Department of Treasury $1 568 993 19 242 0,11% Acciones
Quadrature Capital Ltd $1 558 229 19 110 0,11% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1 490 877 18 284 0,10% Acciones
Illinois Municipal Retirement Fund $1 490 225 18 276 0,10% Acciones
BNP PARIBAS FINANCIAL MARKETS $1 436 979 17 623 0,10% Acciones
IEQ CAPITAL, LLC $1 419 135 17 404 0,10% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1 413 496 17 335 0,10% Acciones
Brevan Howard Capital Management LP $1 407 054 17 256 0,10% Acciones
State of New Jersey Common Pension Fund D $1 370 443 16 807 0,09% Acciones
MAIRS & POWER INC $1 346 062 16 508 0,09% Acciones
Louisiana State Employees Retirement System $1 345 410 16 500 0,09% Acciones
VAN ECK ASSOCIATES CORP $1 275 612 15 644 0,09% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1 274 715 15 589 0,09% Acciones
JANUS HENDERSON GROUP PLC $1 265 537 16 376 0,09% Acciones
EntryPoint Capital, LLC $1 242 751 15 241 0,09% Acciones
Invesco Ltd. $1 227 014 15 048 0,08% Acciones
Nuveen, LLC $1 220 246 14 965 0,08% Acciones
HSBC HOLDINGS PLC $1 193 611 14 624 0,08% Acciones
Park Capital Management, LLC / WI $1 160 970 14 238 0,08% Acciones
Vanguard Global Advisers, LLC $1 148 165 14 081 0,08% Acciones
LPL Financial LLC $1 133 763 13 904 0,08% Acciones
DEUTSCHE BANK AG\ $1 131 204 13 873 0,08% Acciones

Informantes de la empresa 30 insiders · 15 directivos · 16 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Jeffrey M Keebler Chairman, President & CEO 2 de marzo de 2026 A 31 908 0 0 $0
Terry A Hanson V.P., CFO and Secretary 11 de marzo de 2008 P 5 839 0 0 $0
Jared Joseph Bushek VP Chief Fin. Off. & Treasurer 17 de abril de 2026 A 35 796 0 0 $0
John Anthony Jicha VP Energy Supply & Asst Treas. 2 de marzo de 2026 A 2 815 0 0 $0
Melissa Tyson Garner VP-People & Community Engmnt 2 de marzo de 2026 A 3 631 0 0 $0
Jenny Lynn Lagerwall AVP - Acctg & Controller (CAO) 2 de marzo de 2026 A 1 992 0 0 $0
Scott Robert Smith VP Business and Reg. Strategy 2 de marzo de 2026 A 4 411 0 0 $0
James Jerome Lorenz VP Energy Operations 2 de marzo de 2026 A 6 337 0 0 $0
Cari Anne Renlund VP General Counsel & Sec. 2 de marzo de 2026 A 7 036 0 0 $0
Lynn K Hobbie Exec. VP Marketing & Comm. 2 de enero de 2026 F 13 678 0 0 $0
Tamara Jean Johnson VP CAO & Controller 1 de marzo de 2024 A 3 679 0 0 $0
Donald D Peterson VP Energy Technology 19 de febrero de 2021 A 726 0 0 $0
Jeffrey C Newman Executive Vice President 14 de diciembre de 2020 G 7 134 0 0 $0
Scott A Neitzel Senior Vice President 8 de marzo de 2012 P 600 0 0 $0
Kristine A Euclide VP and General Counsel 7 de septiembre de 2010 P 3 287 0 0 $0
James G Berbee Consejero 11 de marzo de 2026 P 9 362 3 0 $71 483
Daniel James Kelly Consejero 2 de marzo de 2026 A 918 0 0 $0
Angela S. Rieger Consejero 2 de marzo de 2026 A 918 0 0 $0
Noble Lynnwood Wray Consejero 2 de marzo de 2026 A 2 174 0 0 $0
Marcia M Anderson Consejero 2 de marzo de 2026 A 3 258 0 0 $0
Patricia K Ackerman Consejero 2 de marzo de 2026 A 734 0 0 $0
James L Possin Consejero 2 de marzo de 2026 A 5 932 0 0 $0
Londa J Dewey Consejero 2 de marzo de 2026 A 7 135 0 0 $0
Gary J Wolter Consejero 2 de marzo de 2026 A 22 306 0 0 $0
Thomas R Stolper Consejero 1 de marzo de 2024 A 5 670 0 0 $0
Mark D Bugher Consejero 1 de marzo de 2024 A 1 500 0 0 $0
Frank C Hastings Consejero 19 de febrero de 2021 A 343 0 0 $0
Regina M Millner Consejero 5 de marzo de 2019 P 2 956 0 0 $0
John R Nevin Consejero 6 de marzo de 2009 P 2 254 0 0 $0
Harold L Swanson Consejero 2 de marzo de 2007 P 8 000 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 69 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
PSCU · Invesco Exchange-Traded Fund Trust … 3,07% 6 611 SH 8 de agosto de 2026 Diario
SIXS · EXCHANGE TRADED CONCEPTS TRUST 1,06% 17 737 NS 31 de mayo de 2026 N-PORT
XSLV · Invesco Exchange-Traded Fund Trust … 1,05% 31 899 SH 8 de agosto de 2026 Diario
SMDV · ProShares Trust 0,90% 78 215 NS 31 de mayo de 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,41% 10 232 NS 31 de mayo de 2026 N-PORT
VFMV · VANGUARD WELLINGTON FUND 0,26% 13 541 SH 8 de agosto de 2026 Diario
FYT · First Trust Exchange-Traded AlphaDE… 0,25% 5 619 NS 30 de abril de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 17 318 NS 30 de abril de 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0,20% 32 866 SH 8 de agosto de 2026 Diario
IWN · iShares Trust 0,20% 352 300 SH 8 de agosto de 2026 Diario
VPU · VANGUARD WORLD FUND 0,19% 251 592 SH 8 de agosto de 2026 Diario
FUTY · FIDELITY COVINGTON TRUST 0,18% 55 897 NS 30 de abril de 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,18% 5 666 SH 8 de agosto de 2026 Diario
FYX · First Trust Exchange-Traded AlphaDE… 0,18% 26 946 NS 30 de abril de 2026 N-PORT
IJT · iShares Trust 0,17% 175 782 SH 8 de agosto de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 0,17% 132 005 SH 8 de agosto de 2026 Diario
VIOG · VANGUARD ADMIRAL FUNDS 0,17% 22 467 SH 8 de agosto de 2026 Diario
IJR · iShares Trust 0,17% 2 302 253 SH 8 de agosto de 2026 Diario
IJS · iShares Trust 0,16% 168 801 SH 8 de agosto de 2026 Diario
VIOV · VANGUARD ADMIRAL FUNDS 0,16% 40 048 SH 8 de agosto de 2026 Diario
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 14 107 NS 30 de abril de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,13% 1 314 NS 30 de abril de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,13% 47 005 NS 31 de mayo de 2026 N-PORT
SAA · ProShares Trust 0,12% 438 NS 31 de mayo de 2026 N-PORT
POWR · iShares, Inc. 0,12% 6 683 SH 8 de agosto de 2026 Diario
OUSM · ALPS ETF Trust 0,11% 12 799 NS 31 de mayo de 2026 N-PORT
IWM · iShares Trust 0,09% 947 503 SH 8 de agosto de 2026 Diario
VTWO · VANGUARD SCOTTSDALE FUNDS 0,09% 216 810 SH 8 de agosto de 2026 Diario
RSSL · Global X Funds 0,09% 16 015 NS 30 de abril de 2026 N-PORT
IFRA · iShares Trust 0,09% 48 299 SH 8 de agosto de 2026 Diario
EBIT · Harbor ETF Trust 0,08% 112 NS 30 de abril de 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,07% 549 746 SH 8 de agosto de 2026 Diario
ITWO · ProShares Trust 0,07% 1 737 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,07% 115 937 NS 30 de abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,06% 175 708 NS 31 de mayo de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,06% 19 934 SH 8 de agosto de 2026 Diario
ISCV · iShares Trust 0,05% 4 553 SH 8 de agosto de 2026 Diario
FNDA · SCHWAB STRATEGIC TRUST 0,05% 60 845 NS 31 de mayo de 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,05% 874 NS 30 de abril de 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,05% 12 749 SH 8 de agosto de 2026 Diario
ISCB · iShares Trust 0,05% 1 619 SH 8 de agosto de 2026 Diario
UWM · ProShares Trust 0,04% 1 359 NS 31 de mayo de 2026 N-PORT
ISCG · iShares Trust 0,04% 4 979 SH 8 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,04% 867 220 SH 8 de agosto de 2026 Diario
GSSC · Goldman Sachs ETF Trust 0,04% 5 009 NS 31 de mayo de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,03% 433 384 SH 8 de agosto de 2026 Diario
URTY · ProShares Trust 0,03% 1 372 NS 31 de mayo de 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,03% 990 SH 8 de agosto de 2026 Diario
WSML · iShares Trust 0,03% 2 264 SH 8 de agosto de 2026 Diario
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,02% 1 499 NS 31 de mayo de 2026 N-PORT