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
II
201
IFM Investors
Australia
$243K -$200K -2,201 -46%
CFA
202
CWS Financial Advisors
Michigan
$239K +$637 +7 +0.3%
CL
203
Choreo LLC
Illinois
$236K +$1.36K +15 +0.6%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$233K +$25.4K +279 +13%
ET
205
Entropy Technologies
New York
$232K +$227K +2,500 New
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$222K -$91 -1 -0%
USAA
207
United Services Automobile Association
Texas
$220K +$216K +2,372 New
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$213K +$4.73K +52 +2%
GWM
209
Geneos Wealth Management
Colorado
$210K +$103K +1,128 +100%
JFG
210
Jefferies Financial Group
New York
$206K -$1.45M -15,953 -88%
IP
211
Isthmus Partners
Wisconsin
$205K
JG
212
Jain Global
New York
$202K +$198K +2,175 New
FFA
213
Farther Finance Advisors
California
$162K +$3.19K +35 +2%
KBC Group
214
KBC Group
Belgium
$146K +$8.83K +97 +7%
CCM
215
Coldstream Capital Management
Washington
$145K +$142K +1,558 New
MAFA
216
MJT & Associates Financial Advisory
Minnesota
$139K +$136K +1,500 New
SC
217
Steph & Co
Wisconsin
$118K
SAM
218
Smartleaf Asset Management
Massachusetts
$103K +$91 +1 +0.1%
IA
219
IFP Advisors
Florida
$84.1K +$455 +5 +0.6%
HPC
220
HM Payson & Co
Maine
$82.2K
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$81.1K +$273 +3 +0.3%
AF
222
Advisornet Financial
Minnesota
$76.1K +$3.64K +40 +5%
S
223
SignatureFD
Georgia
$75.8K -$1.09K -12 -1%
SAM
224
Shell Asset Management
Netherlands
$67K -$2.73K -30 -4%
BTI
225
Blue Trust Inc
Georgia
$65.1K -$5.09K -56 -7%

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.