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MGE Energy Inc

295 hedge funds and large institutions have $2.09B invested in MGE Energy Inc in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

0% more funds holding

Funds holding: 294295 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 97

2% less capital invested

Capital invested by funds: $2.14B → $2.09B (-$50.6M)

1.34% less ownership

Funds ownership: 62.96%61.62% (-1.3%)

Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
95
Reduced
97
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$63K
WTA
227
Washington Trust Advisors
Massachusetts
$62.3K
NA
228
NewEdge Advisors
Louisiana
$60.4K
AT
229
Avalon Trust
New Mexico
$55.8K
EI
230
eCIO Inc
Wisconsin
$52.8K +$51.7K +568 New
IWP
231
IAG Wealth Partners
Wisconsin
$49.1K
PA
232
Parallel Advisors
California
$48.9K +$5.19K +57 +12%
HNB
233
Huntington National Bank
Ohio
$41.8K -$91 -1 -0.2%
ACM
234
Aster Capital Management
United Arab Emirates
$36.4K +$36.1K +397 New
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.3K -$1.27K -14 -4%
SCM
236
Sterling Capital Management
North Carolina
$35K -$27K -297 -44%
TSMHT
237
Thurston Springer Miller Herd & Titak
Indiana
$33.2K
VCM
238
Versant Capital Management
Arizona
$30.4K
KIM
239
Kestra Investment Management
Texas
$28.8K +$28.2K +310 New
PCM
240
Perritt Capital Management
Illinois
$28.6K
MMG
241
Monetary Management Group
Missouri
$27.9K
EWA
242
EverSource Wealth Advisors
Alabama
$27.1K +$6.55K +72 +33%
Jones Financial Companies
243
Jones Financial Companies
Missouri
$24.5K +$23K +253 +2,530%
SPIA
244
Steward Partners Investment Advisory
New York
$21.8K
WT
245
Whittier Trust
California
$21.3K
TRCT
246
Tower Research Capital (TRC)
New York
$19.5K -$825K -9,065 -98%
PS
247
Principal Securities
Iowa
$17.2K
C
248
Covestor
United Kingdom
$16K +$5.73K +63 +56%
BCWM
249
Bartlett & Co Wealth Management
Ohio
$13.9K
BSB
250
Bangor Savings Bank
Maine
$12.6K

MGEE Hedge Fund Activity: Q1 2025 in Review

295 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2025, worth a combined $2.09B — down 2.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MGEE positions and 33 closed out — a net gain of 4 holders — while 95 added to existing stakes and 97 trimmed.

The largest buyer was State Street, adding an estimated $42M. The largest seller was Victory Capital Management, cutting an estimated $32.4M.

  • 295 institutional investors held MGE Energy Inc (MGEE) as of Q1 2025, up from 294 in Q4 2024.
  • Funds reported $2.09B of MGE Energy Inc stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 37 funds opened new MGE Energy Inc positions in Q1 2025 and 33 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q1 2025 was State Street, an estimated $42M added.
  • The largest MGE Energy Inc seller in Q1 2025 was Victory Capital Management, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2025.