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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
BlackRock
1
BlackRock
New York
$535M -$19.2M -211,046 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M -$6.85M -75,299 -2%
State Street
3
State Street
Massachusetts
$183M +$42M +461,499 +31%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$83.4M +$3.5M +38,456 +4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$79.9M -$3.39M -37,288 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$75.8M -$32.4M -356,259 -30%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$68.8M -$2.71M -29,808 -4%
Charles Schwab
8
Charles Schwab
California
$39.7M -$505K -5,549 -1%
Northern Trust
9
Northern Trust
Illinois
$36.7M +$117K +1,287 +0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.2M -$1.17M -12,868 -4%
Morgan Stanley
11
Morgan Stanley
New York
$30.8M -$2.92M -32,106 -9%
SAM
12
Silvercrest Asset Management
New York
$30.1M -$607K -6,671 -2%
GF
13
Gabelli Funds
New York
$25.5M -$255K -2,800 -1%
Barclays
14
Barclays
United Kingdom
$25.1M +$15.4M +169,364 +168%
N
15
Nuveen
North Carolina
$20.9M +$1.22M +13,452 +6%
Invesco
16
Invesco
Georgia
$19.4M +$6.29M +69,084 +49%
Legal & General Group
17
Legal & General Group
United Kingdom
$19M -$329K -3,613 -2%
Goldman Sachs
18
Goldman Sachs
New York
$18.7M -$7.02M -77,148 -28%
Principal Financial Group
19
Principal Financial Group
Iowa
$18.2M +$431K +4,736 +2%
UBS Group
20
UBS Group
Switzerland
$17.6M +$3.54M +38,877 +26%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.7M +$2.24M +24,577 +27%
STCG
22
Speece Thorson Capital Group
Minnesota
$10.2M -$146K -1,606 -1%
First Trust Advisors
23
First Trust Advisors
Illinois
$9.16M +$1.3M +14,315 +17%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$8.26M -$167K -1,838 -2%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.16M -$5.3M -58,274 -40%

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.