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MGE Energy Inc

304 hedge funds and large institutions have $1.84B invested in MGE Energy Inc in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 97

3% more funds holding

Funds holding: 295304 (+9)

1.48% less ownership

Funds ownership: 61.33%59.85% (-1.5%)

7% less capital invested

Capital invested by funds: $1.98B → $1.84B (-$141M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $471K

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
112
Reduced
97
Closed
20
Calls
Puts
$471K
Net Calls
-$471K
Net Calls Change
-$471K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$439K -$519K -6,081 -54%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$437K -$38.9K -456 -8%
VPIM
153
Vanguard Personalized Indexing Management
California
$434K +$26.5K +311 +6%
RCA
154
Resonant Capital Advisors
Wisconsin
$429K +$435K +5,098 New
RWM
155
RMG Wealth Management
Wisconsin
$416K +$25.4K +298 +7%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$403K -$65K -762 -14%
MIM
157
Morningstar Investment Management
Illinois
$390K +$395K +4,631 New
VA
158
Valmark Advisers
Ohio
$383K
OC
159
Oarsman Capital
Wisconsin
$381K +$85 +1 +0%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$378K -$2.82K -33 -0.7%
WANY
161
Wealthspire Advisors (New York)
New York
$367K -$43.2K -506 -10%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$366K
Stifel Financial
163
Stifel Financial
Missouri
$364K -$171 -2 -0%
JWCA
164
J.W. Cole Advisors
Florida
$360K +$104K +1,217 +40%
Cerity Partners
165
Cerity Partners
New York
$355K -$39.4K -462 -10%
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$352K
MOACM
167
Mutual of America Capital Management
New York
$345K -$51.3K -601 -13%
GI
168
GAMMA Investing
California
$340K -$47.7K -559 -12%
William Blair & Company
169
William Blair & Company
Illinois
$337K
GCM
170
Graham Capital Management
Connecticut
$334K -$277K -3,244 -45%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$332K -$48.7K -571 -13%
CBU
172
CIBC Bancorp USA
Illinois
$331K +$336K +3,937 New
SSA
173
Schonfeld Strategic Advisors
New York
$327K +$331K +3,882 New
LPT
174
Legacy Private Trust
Wisconsin
$319K
KeyBank National Association
175
KeyBank National Association
Ohio
$316K +$21.3K +249 +7%

MGEE Hedge Fund Activity: Q3 2025 in Review

304 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2025, worth a combined $1.84B — down 7.1% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 20 closed out — a net gain of 13 holders — while 112 added to existing stakes and 97 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $8.67M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $28M sold.

  • 304 institutional investors held MGE Energy Inc (MGEE) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $1.84B of MGE Energy Inc stock for Q3 2025, down 7.1% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2025 and 20 closed out, a net change of +13 holders.
  • The largest MGE Energy Inc buyer in Q3 2025 was Qube Research & Technologies (QRT), an estimated $8.67M added.
  • The largest MGE Energy Inc seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2025.