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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
BlackRock
1
BlackRock
New York
$476M -$2.06M -24,103 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$383M -$2.21M -25,935 -0.6%
State Street
3
State Street
Massachusetts
$162M -$1.85M -21,721 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$77.3M +$472K +5,525 +0.6%
Victory Capital Management
5
Victory Capital Management
Texas
$63.3M -$864K -10,123 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$59.4M -$1.5M -17,561 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$43M +$976K +11,432 +2%
Charles Schwab
8
Charles Schwab
California
$36M +$37.1K +435 +0.1%
Northern Trust
9
Northern Trust
Illinois
$31.4M -$569K -6,663 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$28.8M -$695K -8,138 -2%
Morgan Stanley
11
Morgan Stanley
New York
$28.5M +$202K +2,364 +0.7%
SAM
12
Silvercrest Asset Management
New York
$24.6M -$851K -9,967 -3%
GF
13
Gabelli Funds
New York
$23M
Legal & General Group
14
Legal & General Group
United Kingdom
$16.9M -$807K -9,461 -4%
Goldman Sachs
15
Goldman Sachs
New York
$16.6M +$2.06M +24,078 +14%
Principal Financial Group
16
Principal Financial Group
Iowa
$14.9M -$1.58M -18,544 -10%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$13.7M +$8.67M +101,586 +168%
N
18
Nuveen
North Carolina
$13.4M -$4.84M -56,728 -26%
UBS Group
19
UBS Group
Switzerland
$12.1M -$1.6M -18,799 -12%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12M +$1.53M +17,969 +14%
STCG
21
Speece Thorson Capital Group
Minnesota
$11.4M +$2M +23,399 +21%
Invesco
22
Invesco
Georgia
$10M -$10.2M -119,996 -50%
Barclays
23
Barclays
United Kingdom
$9.08M -$13.6M -158,974 -60%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$8.21M +$1.43M +16,786 +21%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$7.36M -$260K -3,041 -3%

MGEE Hedge Fund Activity: Q3 2025 in Review

304 of the 7,619 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.