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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
Teacher Retirement System of Texas
151
Teacher Retirement System of Texas
Texas
$491K +$22.9K +254 +5%
Capstone Investment Advisors
152
Capstone Investment Advisors
New York
$486K +$494K +5,492 New
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$474K +$483K +5,361 New
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$471K +$110K +1,218 +30%
Franklin Resources
155
Franklin Resources
California
$459K +$3.51K +39 +0.8%
TVWM
156
Tower View Wealth Management
Wisconsin
$456K +$8.19K +91 +2%
Universal-Beteiligungs- und Servicegesellschaft
157
Universal-Beteiligungs- und Servicegesellschaft
Germany
$448K
WANY
158
Wealthspire Advisors (New York)
New York
$430K +$540 +6 +0.1%
VPIM
159
Vanguard Personalized Indexing Management
California
$429K -$33.7K -374 -7%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$416K -$963K -10,701 -69%
MOACM
161
Mutual of America Capital Management
New York
$415K -$52.1K -579 -11%
Cerity Partners
162
Cerity Partners
New York
$414K -$70.8K -787 -14%
VF
163
Virtu Financial
New York
$409K -$104K -1,159 -20%
GI
164
GAMMA Investing
California
$406K -$28.1K -312 -6%
CWM
165
CIBC World Markets
New York
$402K -$319K -3,540 -44%
VA
166
Valmark Advisers
Ohio
$402K
OC
167
Oarsman Capital
Wisconsin
$400K +$6.3K +70 +2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$400K -$6.57K -73 -2%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$399K +$24.3K +270 +6%
II
170
Inspire Investing
Idaho
$394K +$67K +744 +20%
RWM
171
RMG Wealth Management
Wisconsin
$387K +$406K +4,514 New
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$385K -$111K -1,229 -22%
Stifel Financial
173
Stifel Financial
Missouri
$383K -$4.86K -54 -1%
I
174
InceptionR
California
$372K +$139K +1,545 +58%
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$370K -$45K -500 -11%

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.