We are live on ! Find out more
MGEE icon

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
OWA
201
Oak Wealth Advisors
Illinois
$219K
EFL
202
ERn Financial LLC
Wisconsin
$218K +$740 +9 +0.3%
MA
203
Mutual Advisors
Nebraska
$216K +$227K +2,756 New
Mariner
204
Mariner
Kansas
$211K +$221K +2,693 New
DIA
205
Dana Investment Advisors
Wisconsin
$209K
EIG
206
Ellenbecker Investment Group
Wisconsin
$208K +$16.4K +200 +8%
CL
207
Choreo LLC
Illinois
$205K +$904 +11 +0.4%
NAAA
208
New Age Alpha Advisors
New York
$205K +$214K +2,608 New
CGH
209
Crossmark Global Holdings
Texas
$203K
KOMWMG
210
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$201K -$1.89K -23 -0.9%
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$195K -$7.48K -91 -4%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$186K -$13.9K -169 -7%
WETS
213
Wealth Enhancement Trust Services
South Dakota
$155K +$163K +1,980 New
FFA
214
Farther Finance Advisors
California
$138K +$1.31K +16 +0.9%
MAFA
215
MJT & Associates Financial Advisory
Minnesota
$118K
JFGIW
216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K -$221K -2,690 -64%
AF
217
Allworth Financial
California
$112K -$12.1K -147 -9%
SAM
218
Smartleaf Asset Management
Massachusetts
$112K +$4.6K +56 +4%
SC
219
Steph & Co
Wisconsin
$99.8K
KAS
220
Kestra Advisory Services
Texas
$99.7K +$104K +1,271 New
UB
221
UMB Bank
Missouri
$98.9K +$92.2K +1,122 +807%
QT
222
Quantbot Technologies
New York
$96.9K -$106K -1,290 -51%
KBC Group
223
KBC Group
Belgium
$94K
SCM
224
Sterling Capital Management
North Carolina
$89.9K -$10.2K -124 -10%
PWPS
225
Pinnacle Wealth Planning Services
Ohio
$89.1K +$93.4K +1,136 New

MGEE Hedge Fund Activity: Q4 2025 in Review

313 of the 8,224 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.