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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
Creative Planning
126
Creative Planning
Kansas
$654K -$40.9K -497 -6%
Squarepoint
127
Squarepoint
New York
$626K -$1.63M -19,867 -71%
EC
128
EntryPoint Capital
New York
$622K
A
129
AlphaQuest
New York
$612K -$38.9K -473 -6%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$605K
TSS
131
Two Sigma Securities
New York
$599K +$628K +7,643 New
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$583K +$611K +7,431 New
FCM
133
Fieldview Capital Management
Michigan
$582K +$610K +7,418 New
HighTower Advisors
134
HighTower Advisors
Illinois
$547K -$104K -1,267 -15%
Capstone Investment Advisors
135
Capstone Investment Advisors
New York
$542K +$568K +6,906 New
N
136
Natixis
France
$533K +$559K +6,800 New
TIM
137
Thompson Investment Management
Wisconsin
$533K
VOYA Investment Management
138
VOYA Investment Management
Georgia
$528K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$521K +$222K +2,700 +68%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$520K +$117K +1,419 +27%
WP
141
Walleye Partners
Wisconsin
$520K +$545K +6,626 New
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$519K -$44.8K -545 -8%
TPI
143
Trust Point Inc
Wisconsin
$517K +$1.4K +17 +0.3%
VA
144
Vident Advisory
Georgia
$504K -$179K -2,180 -25%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$499K +$96.6K +1,175 +23%
RAM
146
Resona Asset Management
Japan
$497K -$5.84K -71 -1%
NSAM
147
North Star Asset Management
Wisconsin
$493K +$1.64K +20 +0.3%
IAA
148
Independent Advisor Alliance
North Carolina
$492K +$329 +4 +0.1%
FBFS
149
First Business Financial Services
Wisconsin
$490K -$3.13M -38,130 -86%
Universal-Beteiligungs- und Servicegesellschaft
150
Universal-Beteiligungs- und Servicegesellschaft
Germany
$470K -$10.2K -124 -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.