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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
LPT
176
Legacy Private Trust
Wisconsin
$297K
CMF
177
Counterpoint Mutual Funds
California
$288K +$302K +3,671 New
G
178
GuidedMoney
Wisconsin
$285K +$299K +3,640 New
Cerity Partners
179
Cerity Partners
New York
$271K -$63.5K -773 -18%
GC
180
Guggenheim Capital
Illinois
$268K +$281K +3,423 New
ABC
181
Associated Banc-Corp
Wisconsin
$263K
SNB
182
Security National Bank
Nebraska
$256K
AAS
183
Annex Advisory Services
Wisconsin
$256K +$740 +9 +0.3%
QCG
184
Quadrant Capital Group
Ohio
$254K +$6.17K +75 +2%
IFWM
185
Institute for Wealth Management
Colorado
$248K -$27.9K -339 -10%
ECM
186
Evergreen Capital Management
Washington
$246K +$258K +3,140 New
MAM
187
Madison Asset Management
Wisconsin
$246K
BF
188
BOK Financial
Oklahoma
$246K -$904 -11 -0.3%
PCM
189
Poehling Capital Management
Wisconsin
$245K +$16.4K +200 +7%
WWA
190
Wisconsin Wealth Advisors
Wisconsin
$244K
William Blair & Company
191
William Blair & Company
Illinois
$243K -$74K -900 -23%
IWM
192
IHT Wealth Management
Illinois
$242K
AIP
193
Ameritas Investment Partners
Nebraska
$242K
RAM
194
Redmond Asset Management
Virginia
$240K
PA
195
Profund Advisors
Maryland
$240K +$252K +3,061 New
DS
196
DRW Securities
Illinois
$235K -$60.7K -739 -20%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$232K +$170K +2,070 +233%
X
198
Xponance
Pennsylvania
$227K +$1.31K +16 +0.6%
STA
199
Smith Thornton Advisors
Alabama
$222K
BPA
200
Beacon Pointe Advisors
California
$222K +$14.3K +174 +7%

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.