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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
BIG
276
Brooklyn Investment Group
New York
$1.5K +$720 +8 +89%
PFBT
277
Parkside Financial Bank & Trust
Missouri
$1.15K +$990 +11 +550%
CFO
278
CVA Family Office
Colorado
$1.15K
SWM
279
Spire Wealth Management
Virginia
$1.14K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$884
GRP
281
Global Retirement Partners
California
$884 +$900 +10 New
TWD
282
True Wealth Design
Ohio
$796
EP
283
Essential Partners
California
$796 +$810 +9 New
CT
284
Clearstead Trust
Maine
$620 +$630 +7 New
DPW
285
DiNuzzo Private Wealth
Pennsylvania
$531
AGWCA
286
Annis Gardner Whiting Capital Advisors
Florida
$354 +$360 +4 New
AssetMark Inc
287
AssetMark Inc
California
$354 +$360 +4 New
SIC
288
SJS Investment Consulting
Ohio
$266 -$180 -2 -40%
PWAM
289
Private Wealth Asset Management
Iowa
$265
AWM
290
Abound Wealth Management
Tennessee
$177
HIA
291
HFM Investment Advisors
New Jersey
$177 +$90 +1 +100%
RWM
292
Rialto Wealth Management
New York
$89 +$90 +1 New
BHWM
293
Bay Harbor Wealth Management
Maryland
$88
PWM
294
Parkworth Wealth Management
California
$88
SS
295
SBI Securities
Japan
$88
BCM
296
Bridgeway Capital Management
Texas
-$4.37M -47,000 Closed
CF
297
Corebridge Financial
Texas
-$1.77M -19,029 Closed
CCIA
298
Campbell & Co Investment Adviser
Maryland
-$1.21M -13,059 Closed
Allspring Global Investments
299
Allspring Global Investments
North Carolina
-$764K -8,220 Closed
SSA
300
Schonfeld Strategic Advisors
New York
-$377K -4,054 Closed

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.