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MGE Energy Inc

295 hedge funds and large institutions have $1.98B invested in MGE Energy Inc in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 295295 (0)

0.28% less ownership

Funds ownership: 61.62%61.33% (-0.28%)

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$109M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
127
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$70.8K -$1.35K -15 -2%
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
$60K
WTA
228
Washington Trust Advisors
Massachusetts
$59.3K
C
229
Covestor
United Kingdom
$59K +$44.6K +496 +282%
BTI
230
Blue Trust Inc
Georgia
$58.7K -$3.24K -36 -5%
NA
231
NewEdge Advisors
Louisiana
$57.5K
SAM
232
Shell Asset Management
Netherlands
$57K -$6.39K -71 -10%
KIM
233
Kestra Investment Management
Texas
$56.2K +$27.9K +310 +100%
AT
234
Avalon Trust
New Mexico
$53.1K
PA
235
Parallel Advisors
California
$49.1K +$2.61K +29 +6%
IWP
236
IAG Wealth Partners
Wisconsin
$46.7K
TSMHT
237
Thurston Springer Miller Herd & Titak
Indiana
$46.5K +$15.2K +169 +47%
SCM
238
Sterling Capital Management
North Carolina
$46.3K +$13.3K +148 +39%
PTC
239
Private Trust Company
Ohio
$44.7K +$45.5K +505 New
ZP
240
Zimmer Partners
New York
$43.3K +$44.1K +490 New
SPIA
241
Steward Partners Investment Advisory
New York
$42.9K +$22.6K +251 +107%
HNB
242
Hilltop National Bank
Wyoming
$40.9K +$41.6K +462 New
HNB
243
Huntington National Bank
Ohio
$33.5K -$6.39K -71 -16%
Ohio Public Employees Retirement System (OPERS)
244
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.4K -$2.25K -25 -7%
VCM
245
Versant Capital Management
Arizona
$29.1K +$180 +2 +0.6%
PCM
246
Perritt Capital Management
Illinois
$27.2K
MMG
247
Monetary Management Group
Missouri
$26.5K
EWA
248
EverSource Wealth Advisors
Alabama
$26.5K +$720 +8 +3%
HFS
249
Hantz Financial Services
Michigan
$23K +$23K +256 New
WT
250
Whittier Trust
California
$20.3K

MGEE Hedge Fund Activity: Q2 2025 in Review

295 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2025, worth a combined $1.98B — down 5.2% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MGEE positions and 23 closed out — a net gain of 2 holders — while 127 added to existing stakes and 92 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $36.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $48.9M.

  • 295 institutional investors held MGE Energy Inc (MGEE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $1.98B of MGE Energy Inc stock for Q2 2025, down 5.2% quarter-over-quarter.
  • 25 funds opened new MGE Energy Inc positions in Q2 2025 and 23 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2025 was First Trust Advisors, an estimated $36.1M added.
  • The largest MGE Energy Inc seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $48.9M sold.

Based on aggregated 13F filings for Q2 2025.