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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
CM
301
Crestline Management
Texas
-$873K -9,288 Closed
AAS
302
Avantax Advisory Services
Texas
-$789K -8,393 Closed
1SB
303
1ST Source Bank
Indiana
-$493K -5,248 Closed
JSA
304
Jacobson & Schmitt Advisors
Wisconsin
-$446K -4,745 Closed
FP
305
Foundry Partners
Minnesota
-$426K -4,529 Closed
Allianz Asset Management
306
Allianz Asset Management
Germany
-$385K -4,100 Closed
CGIM
307
Cannon Global Investment Management
Florida
-$319K -3,400 Closed
DFCM
308
Dark Forest Capital Management
Puerto Rico
-$291K -3,100 Closed
GC
309
Guggenheim Capital
Illinois
-$232K -2,466 Closed
TSS
310
Two Sigma Securities
New York
-$218K -2,317 Closed
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
-$215K -2,284 Closed
TC
312
TwinBeech Capital
New York
-$209K -2,221 Closed
YIH
313
Y-Intercept (HK)
Hong Kong
-$208K -2,211 Closed
BEI
314
Benjamin Edwards Inc
Missouri
-$200K -2,130 Closed
MADFP
315
Michael A Dubis Financial Planning
Wisconsin
-$200K -2,125 Closed
NB
316
NBT Bank
New York
-$166K -1,761 Closed
EFP
317
EnRich Financial Partners
Wisconsin
-$164K -1,744 Closed
AssetMark Inc
318
AssetMark Inc
California
-$36.4K -387 Closed
MFG
319
Mendota Financial Group
Wisconsin
-$21.1K -225 Closed
VWM
320
Venturi Wealth Management
Texas
-$9.68K -103 Closed
SMAM
321
Sugar Maple Asset Management
Wisconsin
-$3.95K -42 Closed
VHAM
322
Van Hulzen Asset Management
California
-$1.6K -17 Closed
CA
323
CoreCap Advisors
Michigan
-$846 -9 Closed
AWM
324
Avior Wealth Management
Nebraska
-$657 -7 Closed
PAG
325
Paladin Advisory Group
Iowa
-$564 -6 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.