We are live on ! Find out more
MGEE icon

MGE Energy Inc

295 hedge funds and large institutions have $2.09B invested in MGE Energy Inc in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

0% more funds holding

Funds holding: 294295 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 97

2% less capital invested

Capital invested by funds: $2.14B → $2.09B (-$50.6M)

1.34% less ownership

Funds ownership: 62.96%61.62% (-1.3%)

Holders
295
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
95
Reduced
97
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
176
SG Americas Securities
New York
$332K +$325K +3,569 New
NRD
177
Nebula Research & Development
New York
$331K -$593K -6,518 -65%
LC
178
Landaas & Company
Wisconsin
$328K +$33.4K +367 +12%
AAS
179
Annex Advisory Services
Wisconsin
$317K +$637 +7 +0.2%
ABC
180
Associated Banc-Corp
Wisconsin
$312K
DIA
181
Dana Investment Advisors
Wisconsin
$308K
XT
182
XTX Topco
Cayman Islands
$306K +$300K +3,292 New
SNB
183
Security National Bank
Nebraska
$304K
Corient Private Wealth
184
Corient Private Wealth
Florida
$298K -$10.5K -115 -3%
GCP
185
GSA Capital Partners
United Kingdom
$294K +$288K +3,168 New
MAM
186
Madison Asset Management
Wisconsin
$292K
CGH
187
Crossmark Global Holdings
Texas
$291K -$3.64K -40 -1%
WWA
188
Wisconsin Wealth Advisors
Wisconsin
$290K
IWM
189
IHT Wealth Management
Illinois
$287K
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$282K -$207K -2,276 -43%
GT
191
Glenmede Trust
Pennsylvania
$280K -$1.73K -19 -0.6%
BF
192
BOK Financial
Oklahoma
$276K -$17.1K -188 -6%
JWCA
193
J.W. Cole Advisors
Florida
$274K +$268K +2,945 New
STA
194
Smith Thornton Advisors
Alabama
$264K
NSAM
195
North Star Asset Management
Wisconsin
$263K
EFL
196
ERn Financial LLC
Wisconsin
$256K +$637 +7 +0.3%
X
197
Xponance
Pennsylvania
$253K +$11.9K +131 +5%
KOMWMG
198
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$252K -$27.8K -306 -10%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$249K -$17.8K -196 -7%
I
200
InceptionR
California
$247K +$242K +2,662 New

MGEE Hedge Fund Activity: Q1 2025 in Review

295 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2025, worth a combined $2.09B — down 2.4% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MGEE positions and 33 closed out — a net gain of 4 holders — while 95 added to existing stakes and 97 trimmed.

The largest buyer was State Street, adding an estimated $42M. The largest seller was Victory Capital Management, cutting an estimated $32.4M.

  • 295 institutional investors held MGE Energy Inc (MGEE) as of Q1 2025, up from 294 in Q4 2024.
  • Funds reported $2.09B of MGE Energy Inc stock for Q1 2025, down 2.4% quarter-over-quarter.
  • 37 funds opened new MGE Energy Inc positions in Q1 2025 and 33 closed out, a net change of +4 holders.
  • The largest MGE Energy Inc buyer in Q1 2025 was State Street, an estimated $42M added.
  • The largest MGE Energy Inc seller in Q1 2025 was Victory Capital Management, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2025.