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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
NP
101
NorthRock Partners
Minnesota
$855K -$20.8K -253 -2%
YIH
102
Y-Intercept (HK)
Hong Kong
$839K +$880K +10,702 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$836K -$284K -3,452 -24%
AB
104
Amalgamated Bank
New York
$834K +$3.78K +46 +0.4%
QCM
105
Quantinno Capital Management
New York
$833K +$84.7K +1,030 +11%
GA
106
Goldstein Advisors
Wisconsin
$817K +$575 +7 +0.1%
OQS
107
Occudo Quantitative Strategies
Florida
$814K -$99.1K -1,206 -10%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$810K -$156K -1,895 -16%
ASRS
109
Arizona State Retirement System
Arizona
$802K -$44.6K -543 -5%
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$801K -$1.15K -14 -0.1%
Corient Private Wealth
111
Corient Private Wealth
Florida
$796K +$565K +6,871 +209%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$796K
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$792K -$14.1K -172 -2%
YCM
114
Yousif Capital Management
Michigan
$785K -$115K -1,399 -12%
MWM
115
MBE Wealth Management
Wisconsin
$776K +$1.07K +13 +0.1%
Raymond James Financial
116
Raymond James Financial
Florida
$774K -$27.5K -334 -3%
Citigroup
117
Citigroup
New York
$759K -$288K -3,498 -27%
IIA
118
ICW Investment Advisors
Arizona
$724K -$2.79K -34 -0.4%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$718K -$101K -1,230 -12%
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$709K +$170K +2,066 +30%
GVAG
121
Great Valley Advisor Group
Delaware
$708K -$569K -6,918 -43%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$682K -$8.22K -100 -1%
LCM
123
Laurion Capital Management
New York
$682K +$715K +8,694 New
FWA
124
FORM Wealth Advisors
Wisconsin
$671K +$703K +8,550 New
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$656K +$13.8K +168 +2%

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.