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MGE Energy Inc

313 hedge funds and large institutions have $1.71B invested in MGE Energy Inc in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

3% more funds holding

Funds holding: 304313 (+9)

0.27% less ownership

Funds ownership: 59.85%59.58% (-0.27%)

7% less capital invested

Capital invested by funds: $1.84B → $1.71B (-$134M)

21% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 115

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
313
Holders Change
+9
Holders Change %
+2.96%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
91
Reduced
115
Closed
32
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
+$455K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$88.5K
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$74.7K +$986 +12 +1%
IA
228
IFP Advisors
Florida
$71.7K -$2.96K -36 -4%
HPC
229
HM Payson & Co
Maine
$69.3K
C
230
Covestor
United Kingdom
$69K +$33K +402 +84%
AF
231
Advisornet Financial
Minnesota
$64.2K
S
232
SignatureFD
Georgia
$59.7K -$1.56K -19 -2%
CFD
233
Creative Financial Designs
Indiana
$56.1K -$46.9K -571 -44%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$53K
WTA
235
Washington Trust Advisors
Massachusetts
$52.5K
AT
236
Avalon Trust
New Mexico
$47.1K
EI
237
eCIO Inc
Wisconsin
$44.6K +$46.7K +568 New
IWP
238
IAG Wealth Partners
Wisconsin
$44.5K
PA
239
Parallel Advisors
California
$41.3K -$15.4K -187 -26%
PTC
240
Private Trust Company
Ohio
$39.6K
SPIA
241
Steward Partners Investment Advisory
New York
$38K
TRCT
242
Tower Research Capital (TRC)
New York
$35.9K -$69.5K -846 -65%
HFS
243
Hantz Financial Services
Michigan
$33K +$13.3K +162 +64%
EWA
244
EverSource Wealth Advisors
Alabama
$31.6K +$9.21K +112 +38%
VCM
245
Versant Capital Management
Arizona
$29.8K +$2.71K +33 +10%
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.9K +$740 +9 +3%
HNB
247
Huntington National Bank
Ohio
$27.5K -$5.75K -70 -17%
BWA
248
Basecamp Wealth Advisors
Washington
$24.1K +$25.2K +307 New
HNB
249
Hilltop National Bank
Wyoming
$23.5K -$13.3K -162 -35%
MMG
250
Monetary Management Group
Missouri
$23.5K

MGEE Hedge Fund Activity: Q4 2025 in Review

313 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2025, worth a combined $1.71B — down 7.3% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MGEE positions and 32 closed out — a net gain of 13 holders — while 91 added to existing stakes and 115 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $8.33M. The largest seller was First Trust Advisors, cutting an estimated $4.56M.

  • 313 institutional investors held MGE Energy Inc (MGEE) as of Q4 2025, up from 304 in Q3 2025.
  • Funds reported $1.71B of MGE Energy Inc stock for Q4 2025, down 7.3% quarter-over-quarter.
  • 45 funds opened new MGE Energy Inc positions in Q4 2025 and 32 closed out, a net change of +13 holders.
  • The largest MGE Energy Inc buyer in Q4 2025 was Qube Research & Technologies (QRT), an estimated $8.33M added.
  • The largest MGE Energy Inc seller in Q4 2025 was First Trust Advisors, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2025.