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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
BFS
276
Bare Financial Services
Pennsylvania
$4.78K +$2.71K +33 +118%
CJ
277
Caitlin John
Michigan
$4.39K -$871K -10,602 -99%
RFP
278
Root Financial Partners
California
$3.21K -$411 -5 -11%
W
279
WealthCollab
Washington
$2.98K
BTI
280
Blue Trust Inc
Georgia
$2.67K -$51.8K -630 -95%
FFO
281
Fortitude Family Office
Arizona
$2.67K -$493 -6 -15%
MCM
282
MAI Capital Management
Ohio
$2.12K -$3.21K -39 -59%
JWA
283
JFS Wealth Advisors
Pennsylvania
$2.12K +$658 +8 +42%
LFG
284
Larson Financial Group
Missouri
$2.04K +$1.97K +24 +1,200%
ACM
285
Aster Capital Management
United Arab Emirates
$2.04K +$2.14K +26 New
RTL
286
Red Tortoise LLC
Georgia
$2.04K +$2.14K +26 New
EP
287
Essential Partners
California
$1.96K -$2.47K -30 -55%
BBHC
288
Brown Brothers Harriman & Co
New York
$1.96K +$2.06K +25 New
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$1.57K
BIA
290
Bell Investment Advisors
California
$1.49K -$3.21K -39 -67%
RIL
291
Rothschild Investment LLC
Illinois
$1.49K +$1.07K +13 +217%
AssetMark Inc
292
AssetMark Inc
California
$1.02K +$740 +9 +225%
SWM
293
Spire Wealth Management
Virginia
$1.01K
GRP
294
Global Retirement Partners
California
$784
TM
295
Torren Management
California
$747 +$822 +10 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$706 -$1.97K -24 -73%
MCM
297
Manchester Capital Management
Vermont
$706 -$247 -3 -25%
CFO
298
CVA Family Office
Colorado
$549
PFBT
299
Parkside Financial Bank & Trust
Missouri
$549 +$247 +3 +75%
AFC
300
Ares Financial Consulting
California
$549 +$575 +7 New

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.