Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s MGE Energy Inc MGEE Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-140,940
Closed -$13.2M – 494
2024
Q4 		$13.2M Buy
140,940
+12,290
+10% +$1.19M 0.04% 178
2024
Q3 		$11.8M Buy
+128,650
New +$11M 0.04% 192

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Charles Schwab
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Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management's MGEE Position: Q1 2025 in Review

Hotchkis & Wiley Capital Management sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 140,940 shares — an estimated $13.2M sold.

Hotchkis & Wiley Capital Management first reported a position in MGEE in Q3 2024 and held it in 2 quarters. The position peaked at $13.2M in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Hotchkis & Wiley Capital Management reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 140,940 MGE Energy Inc shares in Q1 2025, an estimated $13.2M.
  • Hotchkis & Wiley Capital Management first reported a position in MGE Energy Inc in Q3 2024 and held it in 2 quarters.
  • Hotchkis & Wiley Capital Management's MGE Energy Inc position peaked at $13.2M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2025, filed 14 May 2025.