We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

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: 267 → 294 (+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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.2M
2
UBS Group
UBS Group
Switzerland
+$8.87M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.35M
4
Citigroup
Citigroup
New York
+$6.03M
5
Millennium Management
Millennium Management
New York
+$5.91M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$7.65M
2
Jane Street
Jane Street
New York
-$6.71M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$6.21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.31M
5
American Century Companies
American Century Companies
Missouri
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
251
Hemington Wealth Management
Virginia
$11K +$966 +10 +9%
Bessemer Group
252
Bessemer Group
New Jersey
$11K +$4.35K +45 +65%
VWM
253
Venturi Wealth Management
Texas
$9.68K +$9.95K +103 New
HNW
254
High Note Wealth
Minnesota
$9.49K +$9.76K +101 New
Mitsubishi UFJ Asset Management
255
Mitsubishi UFJ Asset Management
Japan
$8.96K – – –
ME
256
McIlrath & Eck
Washington
$8.93K – – –
LC
257
Lindbrook Capital
California
$8.55K – – –
PWMG
258
Private Wealth Management Group
New Jersey
$8.08K – – –
UB
259
UMB Bank
Missouri
$7.99K – – –
W
260
WealthCollab
Washington
$7.42K – – –
MG
261
Mather Group
Illinois
$6.76K +$6.96K +72 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$6.58K +$193 +2 +3%
FHA
263
First Horizon Advisors
Tennessee
$6.01K – – –
AAP
264
Arax Advisory Partners
Colorado
$5.64K -$1.06K -11 -15%
AF
265
Allworth Financial
California
$5.44K -$386 -4 -6%
BIA
266
Bell Investment Advisors
California
$4.89K – – –
SMAM
267
Sugar Maple Asset Management
Wisconsin
$3.95K +$4.06K +42 New
FFO
268
Fortitude Family Office
Arizona
$3.1K – – –
RIL
269
Rothschild Investment LLC
Illinois
$2.35K +$483 +5 +25%
MCM
270
MAI Capital Management
Ohio
$2.35K +$2.42K +25 New
QL
271
Quarry LP
New York
$2.25K +$2.32K +24 New
JWA
272
JFS Wealth Advisors
Pennsylvania
$2.16K +$386 +4 +21%
SS
273
SBI Securities
Japan
$1.97K +$2.03K +21 New
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$1.88K – – –
VHAM
275
Van Hulzen Asset Management
California
$1.6K +$1.64K +17 New
9 10
11
12 13

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.