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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
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$1.52M
GCM
77
Graham Capital Management
Connecticut
$1.48M +$247K +2,719 +21%
A
78
AlphaQuest
New York
$1.46M +$677K +7,435 +90%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$1.43M -$3.32M -36,480 -70%
Macquarie Group
80
Macquarie Group
Australia
$1.33M -$337K -3,709 -21%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$1.32M +$98.9K +1,087 +8%
PCM
82
Park Capital Management
Wisconsin
$1.25M +$1.55K +17 +0.1%
YCM
83
Yousif Capital Management
Michigan
$1.24M -$34.8K -382 -3%
CCIA
84
Campbell & Co Investment Adviser
Maryland
$1.21M +$1.19M +13,059 New
GA
85
Goldstein Advisors
Wisconsin
$1.21M +$8.73K +96 +0.7%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$1.21M -$233K -2,563 -16%
TRSOTSOK
87
Teachers Retirement System of the State of Kentucky
Kentucky
$1.18M
AA
88
ALPS Advisors
Colorado
$1.18M +$83.3K +915 +8%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$1.15M +$18.9K +208 +2%
OQS
90
Occudo Quantitative Strategies
Florida
$1.14M +$916K +10,063 +448%
KA
91
KLCM Advisors
Wisconsin
$1.14M
Comerica Bank
92
Comerica Bank
Texas
$1.13M -$38.6K -424 -3%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.11M -$125K -1,371 -10%
SO
94
STRS Ohio
Ohio
$1.07M -$54.6K -600 -5%
VanEck Associates
95
VanEck Associates
New York
$1.06M +$46.8K +514 +5%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$1.05M
NP
97
NorthRock Partners
Minnesota
$1.04M -$182 -2 -0%
VA
98
Vident Advisory
Georgia
$1.02M +$239K +2,629 +32%
RIA
99
Regal Investment Advisors
Michigan
$1.01M +$4.73K +52 +0.5%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$997K +$2.64K +29 +0.3%

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.