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MGE Energy Inc

294 hedge funds and large institutions have $2.14B invested in MGE Energy Inc in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 74

10% more funds holding

Funds holding: 267294 (+27)

6% more capital invested

Capital invested by funds: $2.02B → $2.14B (+$117M)

1.71% more ownership

Funds ownership: 61.25%62.96% (+1.7%)

Holders
294
Holders Change
+27
Holders Change %
+10.11%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
111
Reduced
74
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$71K -$176K -1,825 -71%
SAM
227
Shell Asset Management
Netherlands
$70K
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
$64K
SCM
229
Sterling Capital Management
North Carolina
$63.2K +$56.4K +584 +656%
WTA
230
Washington Trust Advisors
Massachusetts
$63K
NA
231
NewEdge Advisors
Louisiana
$61.1K
AT
232
Avalon Trust
New Mexico
$56.4K
IWP
233
IAG Wealth Partners
Wisconsin
$49.6K
PA
234
Parallel Advisors
California
$44.1K
HNB
235
Hilltop National Bank
Wyoming
$43.4K
HNB
236
Huntington National Bank
Ohio
$42.4K +$9.76K +101 +29%
Ohio Public Employees Retirement System (OPERS)
237
Ohio Public Employees Retirement System (OPERS)
Ohio
$37K -$1.45K -15 -4%
AssetMark Inc
238
AssetMark Inc
California
$36.4K
TSMHT
239
Thurston Springer Miller Herd & Titak
Indiana
$33.5K +$16.2K +168 +89%
VCM
240
Versant Capital Management
Arizona
$30.7K +$24.8K +257 +367%
PCM
241
Perritt Capital Management
Illinois
$28.9K +$97 +1 +0.3%
MMG
242
Monetary Management Group
Missouri
$28.2K
SPIA
243
Steward Partners Investment Advisory
New York
$22K -$29K -300 -56%
WT
244
Whittier Trust
California
$21.5K
MFG
245
Mendota Financial Group
Wisconsin
$21.1K +$18.4K +191 +562%
EWA
246
EverSource Wealth Advisors
Alabama
$20.7K +$1.26K +13 +6%
PS
247
Principal Securities
Iowa
$17.2K
BCWM
248
Bartlett & Co Wealth Management
Ohio
$14.1K
BSB
249
Bangor Savings Bank
Maine
$12.7K
C
250
Covestor
United Kingdom
$11K -$32.8K -340 -75%

MGEE Hedge Fund Activity: Q4 2024 in Review

294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2024, worth a combined $2.14B — up 5.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MGEE positions and 19 closed out — a net gain of 29 holders — while 111 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $13.2M. The largest seller was Victory Capital Management, cutting an estimated $7.65M.

  • 294 institutional investors held MGE Energy Inc (MGEE) as of Q4 2024, up from 267 in Q3 2024.
  • Funds reported $2.14B of MGE Energy Inc stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 48 funds opened new MGE Energy Inc positions in Q4 2024 and 19 closed out, a net change of +29 holders.
  • The largest MGE Energy Inc buyer in Q4 2024 was BlackRock, an estimated $13.2M added.
  • The largest MGE Energy Inc seller in Q4 2024 was Victory Capital Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2024.