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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
BlackRock
1
BlackRock
New York
$449M +$4.95M +60,226 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$357M -$297K -3,609 -0.1%
State Street
3
State Street
Massachusetts
$148M -$2.59M -31,491 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$72.3M +$303K +3,692 +0.4%
Victory Capital Management
5
Victory Capital Management
Texas
$56.6M -$2.41M -29,261 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.9M -$1.52M -18,469 -3%
First Trust Advisors
7
First Trust Advisors
Illinois
$35.8M -$4.56M -55,440 -11%
Charles Schwab
8
Charles Schwab
California
$33.1M -$467K -5,685 -1%
Northern Trust
9
Northern Trust
Illinois
$27.6M -$1.7M -20,634 -6%
Morgan Stanley
10
Morgan Stanley
New York
$25.8M -$794K -9,662 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25M -$1.97M -23,936 -7%
GF
12
Gabelli Funds
New York
$21.3M -$132K -1,600 -0.6%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$20.7M +$8.33M +101,393 +63%
SAM
14
Silvercrest Asset Management
New York
$20.3M -$2.74M -33,374 -11%
Goldman Sachs
15
Goldman Sachs
New York
$17M +$1.55M +18,877 +10%
Legal & General Group
16
Legal & General Group
United Kingdom
$15.8M +$31.6K +384 +0.2%
STCG
17
Speece Thorson Capital Group
Minnesota
$15.3M +$4.93M +60,037 +44%
Principal Financial Group
18
Principal Financial Group
Iowa
$13.7M -$174K -2,122 -1%
N
19
Nuveen
North Carolina
$12.5M +$39.5K +480 +0.3%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.92M -$1.32M -16,083 -11%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$8.56M +$6.04M +73,482 +206%
Invesco
22
Invesco
Georgia
$8.55M -$794K -9,662 -8%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$8.24M +$624K +7,591 +8%
UBS Group
24
UBS Group
Switzerland
$7.07M -$4.42M -53,736 -37%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$6.61M -$264K -3,212 -4%

MGEE Hedge Fund Activity: Q4 2025 in Review

313 of the 8,223 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.