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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
IAIM
251
International Assets Investment Management
Florida
$18.7K +$19.6K +238 New
WT
252
Whittier Trust
California
$17.9K
SL
253
Salomon & Ludwin
Virginia
$17.3K -$4.77K -58 -21%
SGK
254
Steigerwald Gordon & Koch
Virginia
$15.7K
TSMHT
255
Thurston Springer Miller Herd & Titak
Indiana
$14.8K +$8.79K +107 +130%
FHA
256
Flagship Harbor Advisors
Massachusetts
$13.5K +$14.1K +172 New
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$12.6K +$12.4K +151 New
BCWM
258
Bartlett & Co Wealth Management
Ohio
$11.8K
BSB
259
Bangor Savings Bank
Maine
$10.6K
AAP
260
Arax Advisory Partners
Colorado
$10K -$26.9K -327 -72%
CAL
261
Capital Analysts LLC
Pennsylvania
$10K
CIAM
262
Caitong International Asset Management
Hong Kong
$9.41K +$9.86K +120 New
Simplex Trading
263
Simplex Trading
Illinois
$8.55K +$8.96K +109 New
HNW
264
High Note Wealth
Minnesota
$7.92K
SAG
265
SageView Advisory Group
California
$7.61K +$7.97K +97 New
Mitsubishi UFJ Asset Management
266
Mitsubishi UFJ Asset Management
Japan
$7.53K
ME
267
McIlrath & Eck
Washington
$7.45K
HCA
268
Harbor Capital Advisors
Illinois
$7K -$164 -2 -2%
Bessemer Group
269
Bessemer Group
New Jersey
$7K +$411 +5 +6%
PWMG
270
Private Wealth Management Group
New Jersey
$6.75K
SIS
271
Sound Income Strategies
Florida
$5.84K +$6K +73 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$5.8K -$4.68K -57 -44%
Optiver Holding
273
Optiver Holding
Netherlands
$5.65K -$3.29K -40 -36%
QL
274
Quarry LP
New York
$5.1K -$986 -12 -16%
FHC
275
First Horizon Corporation
Tennessee
$5.02K

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.