MGE Energy (NASDAQ: MGEE) details VP Energy Operations retirement and successor

Rhea-AI Filing Summary

MGE Energy, Inc. and Madison Gas and Electric Company announced a planned leadership transition in their energy operations group. James J. Lorenz, Vice President – Energy Operations at Madison Gas and Electric Company, has notified the company of his intention to retire effective December 31, 2026.

Lorenz will continue in his current role until retirement. Effective January 1, 2027, John T. Robson, currently Assistant Vice President – Energy Engineering and Production, will be appointed Vice President – Energy Operations, succeeding Lorenz. The report also notes the inclusion of a cover page Inline XBRL data file as an exhibit.

Insights

Utility sector governance analyst

Planned, long-dated leadership succession in operations looks orderly and non-disruptive.

The companies disclose that Vice President – Energy Operations James J. Lorenz plans to retire effective December 31, 2026, while remaining in his role until then. This gives ample time for knowledge transfer in a critical operational function.

They also identify a clear successor: John T. Robson, currently Assistant Vice President – Energy Engineering and Production, will become Vice President – Energy Operations on January 1, 2027. The explicit succession plan and long lead time suggest routine governance rather than a sudden change.

8-K Event Classification

2 items: 5.02, 9.01

2 items

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Retirement effective date: December 31, 2026 Succession effective date: January 1, 2027 Exhibit number: 104

3 metrics

Retirement effective date December 31, 2026 Retirement date for Vice President – Energy Operations James J. Lorenz

Succession effective date January 1, 2027 Effective date for John T. Robson becoming Vice President – Energy Operations

Exhibit number 104 Cover Page Interactive Data File (Inline XBRL tags embedded)

Key Terms

Vice President – Energy Operations, Assistant Vice President – Energy Engineering and Production, Inline XBRL, Interactive Data File

4 terms

Vice President – Energy Operations financial

"James J. Lorenz, Vice President – Energy Operations of Madison Gas and Electric Company"

Assistant Vice President – Energy Engineering and Production financial

"John T. Robson, currently Assistant Vice President – Energy Engineering and Production of the Company"

Inline XBRL technical

"Cover Page Interactive Data File (the cover page XBRL tags are embedded in the Inline XBRL document)"

Inline XBRL is a file format for financial filings that embeds machine-readable data tags directly inside the human-readable report, so the same document can be read by people and parsed by software. For investors it makes extracting, comparing and verifying financial numbers faster and more reliable—like a grocery list where each item also has a barcode—reducing manual errors and speeding up analysis.

Interactive Data File technical

"Cover Page Interactive Data File (the cover page XBRL tags are embedded in the Inline XBRL document)"

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Available on EDGAR 06/23/2026 - 03:26 PM Accepted by SEC EDGAR 06/23/2026 - 03:26 PM Learn about SEC filing dates

FAQ

What leadership change did MGE Energy (MGEE) disclose in this 8-K?

MGE Energy and Madison Gas and Electric Company disclosed that James J. Lorenz, Vice President – Energy Operations, intends to retire. He will be succeeded by John T. Robson, who is currently Assistant Vice President – Energy Engineering and Production at the company.

When will James J. Lorenz retire from Madison Gas and Electric Company?

James J. Lorenz plans to retire effective December 31, 2026. Until that date, he will continue serving as Vice President – Energy Operations, providing continuity while the company prepares for an orderly transition in this key operational leadership role.

Who will replace James J. Lorenz as Vice President – Energy Operations at MGEE?

Effective January 1, 2027, John T. Robson will become Vice President – Energy Operations. Robson currently serves as Assistant Vice President – Energy Engineering and Production, indicating he is an internal candidate familiar with the company’s generation and engineering functions.

Does the MGEE 8-K indicate an immediate management disruption?

The 8-K does not indicate an immediate disruption. James J. Lorenz will remain Vice President – Energy Operations until December 31, 2026, and a successor, John T. Robson, is already designated to assume the role on January 1, 2027.

What exhibit is included with this MGE Energy (MGEE) 8-K filing?

The filing includes Exhibit 104, described as the Cover Page Interactive Data File. The company notes that the cover page XBRL tags are embedded within the Inline XBRL document that accompanies the report for electronic reporting purposes.

00000613390001161728falsefalse00011617282026-06-192026-06-190001161728mgee:MgeMember2026-06-192026-06-19

		UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549
	FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934
		June 19, 2026 Date of report (date of earliest event reported)
Commission File No.		Name of Registrant, State of Incorporation, Address of Principal Executive Offices, and Telephone No.		IRS Employer Identification No.
000-49965		MGE Energy, Inc. (a Wisconsin Corporation) 133 South Blair Street Madison, Wisconsin 53788 (608) 252-7000 | mgeenergy.com		39-2040501
000-1125		Madison Gas and Electric Company (a Wisconsin Corporation) 133 South Blair Street Madison, Wisconsin 53788 (608) 252-7000 | mge.com		39-0444025

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading symbol(s)		Name of each exchange on which registered
Common Stock, $1 Par Value Per Share		MGEE		The NASDAQ Stock Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

MGE Energy, Inc. ☐ Madison Gas and Electric Company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

MGE Energy, Inc. ☐ Madison Gas and Electric Company ☐

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Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On June 19, 2026, James J. Lorenz, Vice President – Energy Operations of Madison Gas and Electric Company (the “Company”), notified the Company of his intention to retire effective December 31, 2026. Mr. Lorenz will continue to serve in his current role until his retirement date. Effective January 1, 2027, John T. Robson, currently Assistant Vice President – Energy Engineering and Production of the Company, will be appointed Vice President – Energy Operations, succeeding Mr. Lorenz in that role.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
104		Cover Page Interactive Data File (the cover page XBRL tags are embedded in the Inline XBRL document).

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrants have duly caused this report to be signed on their behalf by the undersigned hereunto duly authorized.

	MGE Energy, Inc. Madison Gas and Electric Company
	(Registrants)
Date: June 23, 2026	/s/ Jenny L. Lagerwall
	Jenny L. Lagerwall Assistant Vice President - Accounting and Controller (Chief Accounting Officer)

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Filing Exhibits & Attachments

1 document

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA WITH EMBEDDED LINKBASES DOCUMENT 49.4 KB