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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
HFS
251
Hantz Financial Services
Michigan
$21K -$171 -2 -0.8%
WT
252
Whittier Trust
California
$18.9K
SGK
253
Steigerwald Gordon & Koch
Virginia
$16.8K +$17.1K +200 New
SAM
254
Shell Asset Management
Netherlands
$14K -$40.5K -475 -74%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$12.6K
PS
256
Principal Securities
Iowa
$11.7K
UB
257
UMB Bank
Missouri
$11.7K +$512 +6 +5%
BSB
258
Bangor Savings Bank
Maine
$11.4K
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$11K +$1.71K +20 +18%
CAL
260
Capital Analysts LLC
Pennsylvania
$11K +$11.4K +133 New
Optiver Holding
261
Optiver Holding
Netherlands
$9.43K +$9.56K +112 New
RA
262
Rise Advisors
New York
$8.92K
HNW
263
High Note Wealth
Minnesota
$8.5K
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$8.08K
HCA
265
Harbor Capital Advisors
Illinois
$8K
HWM
266
Hemington Wealth Management
Virginia
$8K +$85 +1 +1%
ME
267
McIlrath & Eck
Washington
$8K
PWMG
268
Private Wealth Management Group
New Jersey
$7.24K
Bessemer Group
269
Bessemer Group
New Jersey
$7K +$171 +2 +3%
TSMHT
270
Thurston Springer Miller Herd & Titak
Indiana
$6.9K -$37.9K -444 -84%
QL
271
Quarry LP
New York
$6.48K +$6.57K +77 New
MG
272
Mather Group
Illinois
$6.06K +$6.14K +72 New
MCM
273
MAI Capital Management
Ohio
$5.56K -$7.6K -89 -57%
Barrow, Hanley, Mewhinney & Strauss
274
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.47K +$5.55K +65 New
FHC
275
First Horizon Corporation
Tennessee
$5.39K +$5.46K +64 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.