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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

MGE Energy, Inc. (MGEE)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

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78.97

+0.76

(+0.97%)

At close: 04:00PM EDT

78.97

0.00

(0.00%)

After hours:

04:01PM EDT

Major holders

Currency in USD

0.25%	% of shares held by all insiders
53.53%	% of shares held by institutions
53.66%	% of float held by institutions
304	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	4,180,606	30 Dec 2023	11.56%	330,142,460
Blackrock Inc.	2,994,321	30 Dec 2023	8.28%	236,461,533
T. Rowe Price Investment Management, Inc.	2,044,254	30 Dec 2023	5.65%	161,434,740
Victory Capital Management Inc.	1,229,511	30 Dec 2023	3.40%	97,094,485
State Street Corporation	1,011,500	30 Dec 2023	2.80%	79,878,156
Geode Capital Management, LLC	802,466	30 Dec 2023	2.22%	63,370,740
Dimensional Fund Advisors LP	759,044	30 Dec 2023	2.10%	59,941,705
Northern Trust Corporation	429,779	30 Dec 2023	1.19%	33,939,648
Gabelli Funds, LLC	387,000	30 Dec 2023	1.07%	30,561,390
Charles Schwab Investment Management, Inc.	378,940	30 Dec 2023	1.05%	29,924,892

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	1,149,475	30 Dec 2023	3.18%	90,774,042
Vanguard Small-Cap Index Fund	920,757	30 Dec 2023	2.55%	72,712,181
iShares Russell 2000 ETF	878,175	28 Feb 2024	2.43%	69,349,480
Price (T.Rowe) Small-Cap Value Fund	810,537	30 Dec 2023	2.24%	64,008,107
Vanguard Small Cap Value Index Fund	634,459	30 Dec 2023	1.75%	50,103,228
Victory Portfolios-Sycamore Small Company Opportunity Fund	620,000	30 Dec 2023	1.71%	48,961,400
Vanguard Extended Market Index Fund	526,984	30 Dec 2023	1.46%	41,615,927
Price (T.Rowe) U.S. Small-Cap Value Equity Trust	396,153	30 Dec 2023	1.10%	31,284,202
Fidelity Small Cap Index Fund	368,655	30 Jan 2024	1.02%	29,112,685
Price (T.Rowe) Small Cap Stock Fund	317,976	30 Dec 2023	0.88%	25,110,565