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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
HWM
251
Hemington Wealth Management
Virginia
$12K +$1.27K +14 +12%
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$10.8K +$4.19K +46 +66%
UB
253
UMB Bank
Missouri
$10.6K +$2.64K +29 +34%
RA
254
Rise Advisors
New York
$9.85K +$9.64K +106 New
HNW
255
High Note Wealth
Minnesota
$9.39K
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$8.92K
ME
257
McIlrath & Eck
Washington
$8.83K
LC
258
Lindbrook Capital
California
$8.46K
PWMG
259
Private Wealth Management Group
New Jersey
$8K
SW
260
SVB Wealth
Massachusetts
$8K +$7.83K +86 New
AAP
261
Arax Advisory Partners
Colorado
$7.62K +$2K +22 +37%
HCA
262
Harbor Capital Advisors
Illinois
$7K +$7.01K +77 New
MG
263
Mather Group
Illinois
$6.69K
FHA
264
First Horizon Advisors
Tennessee
$5.95K
HCP
265
Hexagon Capital Partners
Arkansas
$5.58K +$4.28K +47 +362%
AF
266
Allworth Financial
California
$5.45K -$182 -2 -3%
BIA
267
Bell Investment Advisors
California
$4.83K
W
268
WealthCollab
Washington
$3.53K -$3.73K -41 -52%
FFO
269
Fortitude Family Office
Arizona
$3.07K
QL
270
Quarry LP
New York
$2.51K +$273 +3 +13%
MCM
271
MAI Capital Management
Ohio
$2.32K
RIL
272
Rothschild Investment LLC
Illinois
$2.32K
LFG
273
Larson Financial Group
Missouri
$2.23K +$1.82K +20 +500%
JWA
274
JFS Wealth Advisors
Pennsylvania
$2.14K
BFS
275
Bare Financial Services
Pennsylvania
$2.04K +$2K +22 New

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.