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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
Bessemer Group
276
Bessemer Group
New Jersey
$2K -$8.83K -97 -85%
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$1.86K
CFO
278
CVA Family Office
Colorado
$1.21K
SWM
279
Spire Wealth Management
Virginia
$1.2K
PWA
280
Physician Wealth Advisors
Utah
$1.02K +$1K +11 New
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$930 +$91 +1 +11%
BIG
282
Brooklyn Investment Group
New York
$837 +$637 +7 +350%
TWD
283
True Wealth Design
Ohio
$837 +$819 +9 New
DPW
284
DiNuzzo Private Wealth
Pennsylvania
$558
SC
285
SouthState Corp
Florida
$558 +$546 +6 New
SIC
286
SJS Investment Consulting
Ohio
$465
GFPC
287
Global Financial Private Client
Florida
$465 +$273 +3 +150%
SC
288
Stephens Consulting
Michigan
$465 +$455 +5 New
PWAM
289
Private Wealth Asset Management
Iowa
$279 +$273 +3 New
PFBT
290
Parkside Financial Bank & Trust
Missouri
$186 -$182 -2 -50%
AWM
291
Abound Wealth Management
Tennessee
$186 +$182 +2 New
SS
292
SBI Securities
Japan
$93 -$1.82K -20 -95%
PWM
293
Parkworth Wealth Management
California
$93
HIA
294
HFM Investment Advisors
New Jersey
$93 +$91 +1 New
BHWM
295
Bay Harbor Wealth Management
Maryland
$92 +$91 +1 New
Hotchkis & Wiley Capital Management
296
Hotchkis & Wiley Capital Management
California
-$13.2M -140,940 Closed
GLA
297
Great Lakes Advisors
Illinois
-$4.21M -44,804 Closed
HF
298
HRT Financial
New York
-$1.69M -17,977 Closed
AGM
299
Alpine Global Management
New York
-$1.59M -16,960 Closed
HSBC Holdings
300
HSBC Holdings
United Kingdom
-$1.05M -11,141 Closed

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.