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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
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$982K -$142K -1,558 -13%
AAM
102
Advisors Asset Management
Colorado
$976K +$126K +1,381 +15%
ASRS
103
Arizona State Retirement System
Arizona
$965K -$8.83K -97 -0.9%
AB
104
Amalgamated Bank
New York
$958K -$32.7K -359 -3%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$947K -$510K -5,600 -35%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$938K -$58.8K -646 -6%
ACM
107
Aquatic Capital Management
Illinois
$935K +$648K +7,118 +242%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$923K -$102K -1,121 -10%
HAI
109
Hennessy Advisors Inc
California
$872K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$852K +$64.9K +713 +8%
ETC
111
Exchange Traded Concepts
Oklahoma
$828K -$1.05M -11,561 -56%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$816K
IIA
113
ICW Investment Advisors
Arizona
$814K +$6.55K +72 +0.8%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$809K
FWA
115
FORM Wealth Advisors
Wisconsin
$807K +$790K +8,683 New
ProShare Advisors
116
ProShare Advisors
Maryland
$798K -$219K -2,402 -22%
MWM
117
MBE Wealth Management
Wisconsin
$798K +$26.4K +290 +3%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$795K
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$784K +$767K +8,431 New
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$771K -$18.2K -200 -2%
AQR Capital Management
121
AQR Capital Management
Connecticut
$769K +$119K +1,312 +19%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$764K +$233K +2,560 +45%
CWM
123
CIBC World Markets
New York
$752K +$426K +4,679 +137%
Raymond James Financial
124
Raymond James Financial
Florida
$747K -$25.2K -277 -3%
Creative Planning
125
Creative Planning
Kansas
$738K -$92.4K -1,016 -11%

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.