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MGE Energy Inc

304 hedge funds and large institutions have $1.84B invested in MGE Energy Inc in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 97

3% more funds holding

Funds holding: 295304 (+9)

1.48% less ownership

Funds ownership: 61.33%59.85% (-1.5%)

7% less capital invested

Capital invested by funds: $1.98B → $1.84B (-$141M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $471K

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
112
Reduced
97
Closed
20
Calls
Puts
$471K
Net Calls
-$471K
Net Calls Change
-$471K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$79.2K +$256 +3 +0.3%
HPC
227
HM Payson & Co
Maine
$74.4K
Jones Financial Companies
228
Jones Financial Companies
Missouri
$74K -$230K -2,697 -75%
AF
229
Advisornet Financial
Minnesota
$68.9K
PCM
230
Perritt Capital Management
Illinois
$68K +$42.7K +500 +162%
S
231
SignatureFD
Georgia
$65.7K -$1.71K -20 -3%
PA
232
Parallel Advisors
California
$60.1K +$13.6K +159 +29%
Acadian Asset Management
233
Acadian Asset Management
Massachusetts
$57K
WTA
234
Washington Trust Advisors
Massachusetts
$56.4K
BTI
235
Blue Trust Inc
Georgia
$55.9K
NA
236
NewEdge Advisors
Louisiana
$54.7K
AT
237
Avalon Trust
New Mexico
$50.5K
IWP
238
IAG Wealth Partners
Wisconsin
$47.7K +$3.33K +39 +7%
PTC
239
Private Trust Company
Ohio
$42.5K
SPIA
240
Steward Partners Investment Advisory
New York
$40.8K
C
241
Covestor
United Kingdom
$40K -$16.7K -196 -29%
ASN
242
Advisory Services Network
Georgia
$39.9K +$40.5K +474 New
HNB
243
Hilltop National Bank
Wyoming
$38.9K
AAP
244
Arax Advisory Partners
Colorado
$38.3K +$31K +363 +395%
HNB
245
Huntington National Bank
Ohio
$35.4K +$3.58K +42 +11%
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.2K +$341 +4 +1%
VCM
247
Versant Capital Management
Arizona
$29.2K +$1.54K +18 +5%
MMG
248
Monetary Management Group
Missouri
$25.3K
EWA
249
EverSource Wealth Advisors
Alabama
$24.5K -$768 -9 -3%
SL
250
Salomon & Ludwin
Virginia
$23.2K +$24K +281 New

MGEE Hedge Fund Activity: Q3 2025 in Review

304 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2025, worth a combined $1.84B — down 7.1% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 20 closed out — a net gain of 13 holders — while 112 added to existing stakes and 97 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $8.67M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $28M sold.

  • 304 institutional investors held MGE Energy Inc (MGEE) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $1.84B of MGE Energy Inc stock for Q3 2025, down 7.1% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2025 and 20 closed out, a net change of +13 holders.
  • The largest MGE Energy Inc buyer in Q3 2025 was Qube Research & Technologies (QRT), an estimated $8.67M added.
  • The largest MGE Energy Inc seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2025.