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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
Comerica Bank
76
Comerica Bank
Texas
$1.48M +$409K +4,539 +37%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$1.45M
GVAG
78
Great Valley Advisor Group
Delaware
$1.44M -$52.1K -579 -3%
HAI
79
Hennessy Advisors Inc
California
$1.35M +$531K +5,900 +63%
AQR Capital Management
80
AQR Capital Management
Connecticut
$1.22M +$497K +5,521 +67%
Millennium Management
81
Millennium Management
New York
$1.22M -$1.01M -11,207 -45%
YCM
82
Yousif Capital Management
Michigan
$1.2M +$24K +267 +2%
PCM
83
Park Capital Management
Wisconsin
$1.19M -$360 -4 -0%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$1.14M +$49.3K +548 +4%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$1.12M -$24.7K -274 -2%
AAM
86
Advisors Asset Management
Colorado
$1.12M +$198K +2,198 +21%
AA
87
ALPS Advisors
Colorado
$1.11M -$8.1K -90 -0.7%
VanEck Associates
88
VanEck Associates
New York
$1.11M +$99.7K +1,108 +10%
TI
89
Trexquant Investment
Connecticut
$1.11M +$1.13M +12,524 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$1.11M +$108K +1,200 +11%
KA
91
KLCM Advisors
Wisconsin
$1.08M
SGI
92
Summit Global Investments
Utah
$1.06M +$1.08M +11,969 New
Lido Advisors
93
Lido Advisors
California
$1.05M +$686K +7,622 +177%
SO
94
STRS Ohio
Ohio
$1.05M +$36K +400 +3%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$1.04M -$738K -8,200 -41%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$1.04M -$85.2K -946 -7%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$1.03M -$19K -211 -2%
VA
98
Vident Advisory
Georgia
$1.02M +$51.8K +576 +5%
OQS
99
Occudo Quantitative Strategies
Florida
$1.02M -$73.5K -816 -7%
Raymond James Financial
100
Raymond James Financial
Florida
$1.01M +$305K +3,387 +42%

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.