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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
BlackRock
1
BlackRock
New York
$503M -$6.62M -73,546 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M +$1.39M +15,441 +0.3%
State Street
3
State Street
Massachusetts
$172M -$1.57M -17,407 -0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$80.7M +$1.42M +15,762 +2%
Victory Capital Management
5
Victory Capital Management
Texas
$67.4M -$4.84M -53,726 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64M -$1.48M -16,465 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$44.2M +$36.1M +401,361 +407%
Charles Schwab
8
Charles Schwab
California
$37.7M -$53.2K -591 -0.1%
Northern Trust
9
Northern Trust
Illinois
$33.6M -$1.35M -14,996 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$31M +$414K +4,599 +1%
Morgan Stanley
11
Morgan Stanley
New York
$29.7M +$436K +4,842 +1%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$28M -$48.9M -542,999 -63%
SAM
13
Silvercrest Asset Management
New York
$26.7M -$1.89M -20,990 -6%
GF
14
Gabelli Funds
New York
$24.1M -$99K -1,100 -0.4%
Barclays
15
Barclays
United Kingdom
$23.6M -$278K -3,086 -1%
Invesco
16
Invesco
Georgia
$21.1M +$2.68M +29,811 +14%
N
17
Nuveen
North Carolina
$19.1M -$828K -9,199 -4%
Legal & General Group
18
Legal & General Group
United Kingdom
$18.6M +$540K +6,001 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.3M -$93K -1,033 -0.5%
Goldman Sachs
20
Goldman Sachs
New York
$15.3M -$2.56M -28,420 -14%
UBS Group
21
UBS Group
Switzerland
$14.4M -$2.35M -26,152 -14%
Public Sector Pension Investment Board (PSP Investments)
22
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11M +$880K +9,775 +9%
UBS AM
23
UBS AM
Illinois
$10.7M +$3.04M +33,826 +39%
Marshall Wace
24
Marshall Wace
United Kingdom
$10.5M +$3.89M +43,231 +57%
STCG
25
Speece Thorson Capital Group
Minnesota
$9.92M +$233K +2,590 +2%

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.