MGE ENERGY INC hedge fund holdings
MGEENASDAQ$70.77+0.72 (+1.03%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
MGEE · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-13.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 88 | 74 | $90M | $98M | 276 | Aug 14, 2025 |
| Q3 2025 | 91 | 72 | $60.2M | $97.8M | 286 | Nov 14, 2025 |
| Q4 2025 | 74 | 98 | $45.9M | $64.7M | 299 | Feb 14, 2026 |
| Q1 2026 | 106 | 97 | $106M | $103M | 304 | May 15, 2026 |
| Q2 2026 | 143 | 79 | $455M | $75.6M | 318 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
318 filersNew position
47$207M+2.54M sh
Increased
96$248M+3.04M sh
Reduced
53-$50.5M-619K sh
Out / sold
26-$25.1M-308K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc | New Buy | +$43.3M | $43.3M | 0.33% | Aug 14, 2026 |
| Silvercrest Asset Management Group LLC | Reduce 96.45% | -$17.4M | $640K | 0.00% | Aug 14, 2026 |
| Yaupon Capital Management LP | New Buy | +$16.3M | $16.3M | 0.32% | Aug 14, 2026 |
| Segall Bryant & Hamill, LLC | New Buy | +$10.2M | $10.2M | 0.12% | Aug 12, 2026 |
| Seven Grand Managers, LLC | New Buy | +$10.2M | $10.2M | 0.41% | Aug 14, 2026 |
| Soros Fund Management LLC | New Buy | +$8.71M | $8.71M | 0.11% | Aug 14, 2026 |
| Burkehill Global Management, LP | New Buy | +$8.15M | $8.15M | 0.29% | Aug 14, 2026 |
| Deprince Race & Zollo Inc | Added 26.63% | +$6.02M | $28.6M | 0.48% | Aug 20, 2026 |
| Vennlight Capital Management, LP | New Buy | +$5.59M | $5.59M | 3.75% | Aug 14, 2026 |
| Freestone Grove Partners LP | New Buy | +$2.43M | $2.43M | 0.02% | Aug 14, 2026 |
| Wedge Capital Management L L P | Sell 100% | -$2M | $0 | 0.00% | Jul 10, 2026 |
| Polymer Capital Management (US) LLC | New Buy | +$1.63M | $1.63M | 0.22% | Aug 14, 2026 |
| Mairs & Power Inc | New Buy | +$1.35M | $1.35M | 0.01% | Aug 14, 2026 |
| VARCOV Co. | Sell 100% | -$1.3M | $0 | 0.00% | Aug 14, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$1.09M | $0 | 0.00% | Aug 14, 2026 |
| Quantinno Capital Management LP | Added 100.88% | +$1.03M | $2.05M | 0.00% | Aug 13, 2026 |
| Treasurer of the State of North Carolina | New Buy | +$928K | $928K | 0.00% | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 40.15% | -$920K | $1.37M | 0.00% | Aug 4, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$890K | $0 | 0.00% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | New Buy | +$865K | $865K | 0.01% | Aug 14, 2026 |
| EntryPoint Capital, LLC | Added 227.06% | +$863K | $1.24M | 0.30% | Aug 13, 2026 |
| Holocene Advisors, LP | New Buy | +$798K | $798K | 0.00% | Aug 14, 2026 |
| Axq Capital, LP | Added 335.05% | +$790K | $1.03M | 0.11% | Aug 6, 2026 |
| Bridgefront Capital, LLC | New Buy | +$717K | $717K | 0.19% | Aug 14, 2026 |
| Macquarie Group Ltd | Added 46.78% | +$606K | $1.9M | 0.01% | Aug 14, 2026 |
| State of Alaska, Department of Revenue | Reduce 29.19% | -$457K | $1.11M | 0.01% | Jul 20, 2026 |
| Canada Pension Plan Investment Board | Added 103.85% | +$440K | $864K | 0.00% | Aug 14, 2026 |
| Inceptionr LLC | Sell 100% | -$434K | $0 | 0.00% | Aug 11, 2026 |
| BKM Wealth Management, LLC | New Buy | +$415K | $415K | 0.15% | Jul 29, 2026 |
| Ethic Inc. | Sell 100% | -$414K | $0 | 0.00% | Jul 29, 2026 |
| Moody National Bank Trust Division | New Buy | +$402K | $402K | 0.03% | Jul 7, 2026 |
| Jackson Creek Investment Advisors LLC | Sell 100% | -$390K | $0 | 0.00% | Aug 10, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 46.47% | -$340K | $391K | 0.02% | Aug 3, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 13.49% | -$331K | $2.13M | 0.00% | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | New Buy | +$323K | $323K | 0.00% | Jul 17, 2026 |
| CSM Advisors, LLC | New Buy | +$322K | $322K | 0.01% | Aug 14, 2026 |
| HUB Investment Partners, LLC | New Buy | +$253K | $253K | 0.00% | Jul 31, 2026 |
| Poehling Capital Management, INC. | Sell 100% | -$242K | $0 | 0.00% | Jul 20, 2026 |
| Thrivent Financial for Lutherans | Added 12.02% | +$239K | $2.23M | 0.00% | Aug 14, 2026 |
| Choreo, LLC | New Buy | +$213K | $213K | 0.00% | Aug 4, 2026 |
| Aigen Investment Management, LP | New Buy | +$207K | $207K | 0.06% | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | New Buy | +$200K | $200K | 0.12% | Jul 23, 2026 |
| New Age Alpha Advisors, LLC | Sell 100% | -$197K | $0 | 0.00% | Aug 13, 2026 |
| Great Valley Advisor Group, Inc. | Reduce 34.42% | -$170K | $325K | 0.01% | Aug 10, 2026 |
| Illinois Municipal Retirement Fund | Reduce 9.81% | -$162K | $1.49M | 0.02% | Aug 12, 2026 |
| Sit Investment Associates Inc | New Buy | +$141K | $141K | 0.00% | Aug 12, 2026 |
| Hennessy Advisors Inc | Reduce 13.84% | -$139K | $863K | 0.03% | Jul 16, 2026 |
| Inspire Investing, LLC | Added 24.80% | +$134K | $677K | 0.03% | Aug 12, 2026 |
| NorthRock Partners, LLC | Reduce 14.02% | -$125K | $764K | 0.01% | Aug 11, 2026 |
| Oarsman Capital, Inc. | Reduce 24.78% | -$91.5K | $278K | 0.03% | Aug 7, 2026 |
| Public Sector Pension Investment Board | Reduce 0.83% | -$88.4K | $10.6M | 0.03% | Aug 13, 2026 |
| North Star Asset Management Inc | Reduce 16.08% | -$82.7K | $432K | 0.02% | Aug 18, 2026 |
| Tower View Wealth Management LLC | Reduce 19.15% | -$68.2K | $288K | 0.13% | Jul 24, 2026 |
| Van Eck Associates Corp | Added 5.26% | +$63.8K | $1.28M | 0.00% | Aug 14, 2026 |
| Park Capital Management, LLC / WI | Added 5.63% | +$61.9K | $1.16M | 0.68% | Jul 13, 2026 |
| Vanguard Investments Australia, Ltd. | Added 2.49% | +$56.5K | $2.33M | 0.01% | Aug 13, 2026 |
| Vident Advisory, LLC | Reduce 13.58% | -$52.4K | $333K | 0.00% | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | Reduce 20.28% | -$50.4K | $198K | 0.02% | Jul 28, 2026 |
| Blair William & Co | Added 19.90% | +$48.8K | $294K | 0.00% | Aug 11, 2026 |
| First Trust Advisors LP | Added 0.13% | +$46.9K | $36.5M | 0.02% | Aug 11, 2026 |
| Johnson Financial Group, Inc. | Reduce 37.88% | -$46.2K | $75.8K | 0.00% | Aug 10, 2026 |
| Exchange Traded Concepts, LLC | Added 1.50% | +$33.8K | $2.28M | 0.01% | Aug 11, 2026 |
| Alps Advisors Inc | Added 2.82% | +$30.4K | $1.11M | 0.01% | Jul 29, 2026 |
| Independent Advisor Alliance | Added 5.90% | +$30.1K | $540K | 0.01% | Aug 12, 2026 |
| Clarity Asset Management, Inc. | Sell 100% | -$29.8K | $0 | 0.00% | Jul 16, 2026 |
| Salomon & Ludwin, LLC | Added 601.72% | +$28.3K | $33K | 0.00% | Aug 7, 2026 |
| Daiwa Securities Group Inc. | Added 5.35% | +$26.5K | $522K | 0.00% | Jul 31, 2026 |
| Resona Asset Management Co.,Ltd. | Reduce 5.12% | -$26.5K | $491K | 0.00% | Jul 29, 2026 |
| Xponance LLC | Added 8.87% | +$25.1K | $308K | 0.00% | Aug 10, 2026 |
| Lido Advisors, LLC | Reduce 2.66% | -$24.6K | $900K | 0.00% | Aug 7, 2026 |
| Versant Capital Management, Inc | Added 60.34% | +$22.8K | $60.7K | 0.01% | Jul 2, 2026 |
| Oregon Public Employees Retirement Fund | Added 2.39% | +$16.3K | $698K | 0.01% | Jul 29, 2026 |
| Bessemer Group Inc | Reduce 84.23% | -$16K | $3K | 0.00% | Aug 12, 2026 |
| ICW Investment Advisors LLC | Reduce 2.16% | -$15.8K | $717K | 0.25% | Aug 5, 2026 |
| Wisconsin Wealth Advisors, LLC | Reduce 5.03% | -$14.8K | $279K | 0.24% | Jul 7, 2026 |
| Maryland State Retirement & Pension System | Added 2.91% | +$12.6K | $447K | 0.01% | Jul 30, 2026 |
| Destiny Wealth Partners, LLC | Sell 100% | -$12.1K | $0 | 0.00% | Aug 7, 2026 |
| Yousif Capital Management, LLC | Added 1.42% | +$11.3K | $806K | 0.01% | Jul 16, 2026 |
| Goldstein Advisors, LLC | Reduce 0.99% | -$8.4K | $837K | 0.08% | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | Added 918.18% | +$8.24K | $9.13K | 0.00% | Jul 2, 2026 |
| Bokf, NA | Added 4.10% | +$7.42K | $188K | 0.00% | Aug 10, 2026 |
| Madison Wealth Partners, Inc | Added 0.26% | +$6.61K | $2.59M | 0.33% | Aug 12, 2026 |
| Bare Financial Services, Inc | Added 442.86% | +$5.06K | $6.2K | 0.00% | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 4.19% | +$4.57K | $114K | 0.01% | Aug 7, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$4.41K | $0 | 0.00% | Aug 13, 2026 |
| UMB Bank, n.a. | Added 3.57% | +$4K | $116K | 0.00% | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | New Buy | +$3.67K | $3.67K | 0.00% | Jul 20, 2026 |
| Harbor Capital Advisors, Inc. | Added 37.50% | +$3.55K | $13K | 0.00% | Aug 7, 2026 |
| Mather Group, LLC. | Reduce 63.08% | -$3.34K | $1.96K | 0.00% | Jul 27, 2026 |
| Quarry LP | Reduce 32.56% | -$2.28K | $4.73K | 0.00% | Aug 14, 2026 |
| Huntington National Bank | Added 6.32% | +$1.88K | $31.6K | 0.00% | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | Added 150.00% | +$1.71K | $2.85K | 0.00% | Aug 11, 2026 |
| Trust Point Inc. | Added 0.30% | +$1.55K | $516K | 0.04% | Jul 8, 2026 |
| Kemnay Advisory Services Inc. | Reduce 5.63% | -$1.39K | $23.2K | 0.00% | Aug 14, 2026 |
| Caitlin John, LLC | Reduce 53.13% | -$1.39K | $1.22K | 0.00% | Aug 17, 2026 |
| Fiduciary Financial Advisors | New Buy | +$1.14K | $1.14K | 0.00% | Aug 14, 2026 |
| MBE Wealth Management, LLC | Added 0.13% | +$1.06K | $809K | 0.28% | Jul 24, 2026 |
| Avion Wealth | New Buy | +$1K | $1K | 0.00% | Jul 31, 2026 |
| TD Private Client Wealth LLC | Reduce 57.89% | -$897 | $652 | 0.00% | Aug 4, 2026 |
| Annex Advisory Services, LLC | Added 0.31% | +$815 | $268K | 0.00% | Jul 10, 2026 |