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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
CA
276
Clearstead Advisors
Ohio
$5.13K +$5.21K +61 New
BIA
277
Bell Investment Advisors
California
$4.88K +$512 +6 +12%
EP
278
Essential Partners
California
$4.63K +$3.93K +46 +511%
RFP
279
Root Financial Partners
California
$3.87K +$3.93K +46 New
FFO
280
Fortitude Family Office
Arizona
$3.37K +$512 +6 +18%
W
281
WealthCollab
Washington
$3.2K
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$2.78K +$1.96K +23 +230%
BFS
283
Bare Financial Services
Pennsylvania
$2.36K -$4.35K -51 -65%
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$1.68K
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.6K
SWM
286
Spire Wealth Management
Virginia
$1.08K
MCM
287
Manchester Capital Management
Vermont
$1.01K +$1.02K +12 New
GRP
288
Global Retirement Partners
California
$842
CT
289
Clearstead Trust
Maine
$590
RWM
290
Rialto Wealth Management
New York
$590 +$512 +6 +600%
CFO
291
CVA Family Office
Colorado
$589 -$512 -6 -46%
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$511
RIL
293
Rothschild Investment LLC
Illinois
$505 -$4.18K -49 -89%
PFBT
294
Parkside Financial Bank & Trust
Missouri
$337 -$768 -9 -69%
AssetMark Inc
295
AssetMark Inc
California
$337
PWAM
296
Private Wealth Asset Management
Iowa
$253
SIC
297
SJS Investment Consulting
Ohio
$253
AWM
298
Abound Wealth Management
Tennessee
$169
LFG
299
Larson Financial Group
Missouri
$168 -$3.58K -42 -95%
HIA
300
HFM Investment Advisors
New Jersey
$168

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.