We are live on ! Find out more
MGEE icon

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
II
151
Inspire Investing
Idaho
$467K +$47.3K +576 +11%
SSA
152
Schonfeld Strategic Advisors
New York
$438K +$140K +1,705 +44%
MSRPS
153
Maryland State Retirement & Pension System
Maryland
$417K +$5.59K +68 +1%
Canada Pension Plan Investment Board
154
Canada Pension Plan Investment Board
Ontario, Canada
$408K +$427K +5,200 New
JCIA
155
Jackson Creek Investment Advisors
Colorado
$396K +$416K +5,056 New
TVWM
156
Tower View Wealth Management
Wisconsin
$394K -$15.6K -190 -4%
RCA
157
Resonant Capital Advisors
Wisconsin
$389K -$11.3K -138 -3%
VPIM
158
Vanguard Personalized Indexing Management
California
$373K -$33K -401 -8%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$366K +$14.9K +181 +4%
MIM
160
Morningstar Investment Management
Illinois
$363K
VA
161
Valmark Advisers
Ohio
$356K
OC
162
Oarsman Capital
Wisconsin
$355K
JWCA
163
J.W. Cole Advisors
Florida
$348K +$13.9K +169 +4%
Franklin Resources
164
Franklin Resources
California
$344K -$232K -2,818 -39%
RWM
165
RMG Wealth Management
Wisconsin
$342K -$43.3K -527 -11%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$341K
Stifel Financial
167
Stifel Financial
Missouri
$333K -$6.99K -85 -2%
WANY
168
Wealthspire Advisors (New York)
New York
$332K -$10.3K -125 -3%
GT
169
Glenmede Trust
Pennsylvania
$330K +$346K +4,208 New
Two Sigma Advisers
170
Two Sigma Advisers
New York
$329K -$888K -10,800 -72%
MOACM
171
Mutual of America Capital Management
New York
$328K +$6.9K +84 +2%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$327K -$847K -10,310 -71%
GI
173
GAMMA Investing
California
$322K +$5.92K +72 +2%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$315K +$35.8K +435 +12%
KeyBank National Association
175
KeyBank National Association
Ohio
$302K +$8.14K +99 +3%

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.