We are live on ! Find out more
MGEE icon

MGE Energy Inc

304 hedge funds and large institutions have $1.84B invested in MGE Energy Inc in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

15% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 97

3% more funds holding

Funds holding: 295304 (+9)

1.48% less ownership

Funds ownership: 61.33%59.85% (-1.5%)

7% less capital invested

Capital invested by funds: $1.98B → $1.84B (-$141M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $471K

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
112
Reduced
97
Closed
20
Calls
Puts
$471K
Net Calls
-$471K
Net Calls Change
-$471K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
201
Beacon Pointe Advisors
California
$223K +$226K +2,652 New
CL
202
Choreo LLC
Illinois
$218K -$3.16K -37 -1%
KOMWMG
203
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$218K -$2.22K -26 -1%
CGH
204
Crossmark Global Holdings
Texas
$218K -$46.9K -549 -18%
II
205
IFM Investors
Australia
$217K
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$217K +$220K +2,581 New
ECM
207
Everence Capital Management
Indiana
$215K
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$214K -$512 -6 -0.2%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$214K +$10.1K +118 +5%
QT
210
Quantbot Technologies
New York
$213K +$216K +2,526 New
EIG
211
Ellenbecker Investment Group
Wisconsin
$207K +$210K +2,455 New
FGP
212
Freestone Grove Partners
California
$203K +$205K +2,407 New
SO
213
STRS Ohio
Ohio
$185K -$828K -9,700 -82%
FFA
214
Farther Finance Advisors
California
$146K +$939 +11 +0.6%
AF
215
Allworth Financial
California
$133K +$5.38K +63 +4%
MAFA
216
MJT & Associates Financial Advisory
Minnesota
$126K
IFU
217
iSAM Funds (UK)
United Kingdom
$119K +$121K +1,413 New
SAM
218
Smartleaf Asset Management
Massachusetts
$114K +$3.5K +41 +3%
TRCT
219
Tower Research Capital (TRC)
New York
$110K -$498K -5,838 -82%
CFD
220
Creative Financial Designs
Indiana
$108K -$495K -5,800 -82%
SC
221
Steph & Co
Wisconsin
$107K
SCM
222
Sterling Capital Management
North Carolina
$107K +$63.8K +747 +143%
KBC Group
223
KBC Group
Belgium
$101K
GWM
224
Geneos Wealth Management
Colorado
$95K
IA
225
IFP Advisors
Florida
$80K +$1.02K +12 +1%

MGEE Hedge Fund Activity: Q3 2025 in Review

304 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2025, worth a combined $1.84B — down 7.1% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 20 closed out — a net gain of 13 holders — while 112 added to existing stakes and 97 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $8.67M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $28M sold.

  • 304 institutional investors held MGE Energy Inc (MGEE) as of Q3 2025, up from 295 in Q2 2025.
  • Funds reported $1.84B of MGE Energy Inc stock for Q3 2025, down 7.1% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2025 and 20 closed out, a net change of +13 holders.
  • The largest MGE Energy Inc buyer in Q3 2025 was Qube Research & Technologies (QRT), an estimated $8.67M added.
  • The largest MGE Energy Inc seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2025.