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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
MCM
251
MAI Capital Management
Ohio
$13.7K +$11.7K +130 +520%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$13.3K
PS
253
Principal Securities
Iowa
$12.3K -$3.96K -44 -24%
BSB
254
Bangor Savings Bank
Maine
$11.9K
UB
255
UMB Bank
Missouri
$11.8K +$1.71K +19 +17%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$9.82K -$450 -5 -4%
TPWA
257
Twin Peaks Wealth Advisors
California
$9.61K +$10.2K +113 New
RA
258
Rise Advisors
New York
$9.38K
HNW
259
High Note Wealth
Minnesota
$8.93K
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$8.49K
ME
261
McIlrath & Eck
Washington
$8.4K
AAP
262
Arax Advisory Partners
Colorado
$8.14K +$900 +10 +12%
HWM
263
Hemington Wealth Management
Virginia
$8K -$3.24K -36 -27%
HCA
264
Harbor Capital Advisors
Illinois
$8K +$1.35K +15 +19%
PWMG
265
Private Wealth Management Group
New Jersey
$7.61K
Bessemer Group
266
Bessemer Group
New Jersey
$7K +$5.49K +61 +359%
BFS
267
Bare Financial Services
Pennsylvania
$6.99K +$5.13K +57 +259%
FHA
268
First Horizon Advisors
Tennessee
$5.66K
RIL
269
Rothschild Investment LLC
Illinois
$4.86K +$2.7K +30 +120%
BIA
270
Bell Investment Advisors
California
$4.6K
LFG
271
Larson Financial Group
Missouri
$3.89K +$1.8K +20 +83%
W
272
WealthCollab
Washington
$3.36K
FFO
273
Fortitude Family Office
Arizona
$3.01K +$90 +1 +3%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.77K
JWA
275
JFS Wealth Advisors
Pennsylvania
$1.68K -$360 -4 -17%

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.