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MGE Energy Inc

295 hedge funds and large institutions have $1.98B invested in MGE Energy Inc in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding

Funds holding: 295295 (0)

0.28% less ownership

Funds ownership: 61.62%61.33% (-0.28%)

5% less capital invested

Capital invested by funds: $2.09B → $1.98B (-$109M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
295
Holders Change
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
127
Reduced
92
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$252K +$10.9K +121 +4%
STA
202
Smith Thornton Advisors
Alabama
$251K
SC
203
SummitTX Capital
Texas
$248K -$181K -2,008 -42%
EFL
204
ERn Financial LLC
Wisconsin
$245K +$720 +8 +0.3%
CL
205
Choreo LLC
Illinois
$233K +$8.1K +90 +4%
KOMWMG
206
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$231K -$8.28K -92 -3%
II
207
IFM Investors
Australia
$231K
CFA
208
CWS Financial Advisors
Michigan
$228K +$270 +3 +0.1%
ECM
209
Everence Capital Management
Indiana
$226K -$204K -2,270 -47%
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$226K +$14.7K +163 +7%
SRL
211
Scientech Research LLC
New Jersey
$216K +$220K +2,443 New
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$214K -$7.74K -86 -3%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$206K +$2.97K +33 +1%
NB
214
NBT Bank
New York
$156K +$159K +1,767 New
FFA
215
Farther Finance Advisors
California
$153K -$1.35K -15 -0.9%
AF
216
Allworth Financial
California
$134K +$131K +1,458 +2,430%
MAFA
217
MJT & Associates Financial Advisory
Minnesota
$133K
SAM
218
Smartleaf Asset Management
Massachusetts
$117K +$19.2K +213 +19%
SC
219
Steph & Co
Wisconsin
$112K
KBC Group
220
KBC Group
Belgium
$106K -$33.4K -371 -24%
GWM
221
Geneos Wealth Management
Colorado
$99.8K -$102K -1,128 -50%
IA
222
IFP Advisors
Florida
$83K +$2.97K +33 +4%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$82.8K +$360 +4 +0.4%
HPC
224
HM Payson & Co
Maine
$78.2K
AF
225
Advisornet Financial
Minnesota
$72.4K

MGEE Hedge Fund Activity: Q2 2025 in Review

295 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2025, worth a combined $1.98B — down 5.2% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MGEE positions and 23 closed out — a net gain of 2 holders — while 127 added to existing stakes and 92 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $36.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $48.9M.

  • 295 institutional investors held MGE Energy Inc (MGEE) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $1.98B of MGE Energy Inc stock for Q2 2025, down 5.2% quarter-over-quarter.
  • 25 funds opened new MGE Energy Inc positions in Q2 2025 and 23 closed out, a net change of +2 holders.
  • The largest MGE Energy Inc buyer in Q2 2025 was First Trust Advisors, an estimated $36.1M added.
  • The largest MGE Energy Inc seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $48.9M sold.

Based on aggregated 13F filings for Q2 2025.