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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
CFO
276
CVA Family Office
Colorado
$1.22K
HCP
277
Hexagon Capital Partners
Arkansas
$1.22K +$1.26K +13 New
SWM
278
Spire Wealth Management
Virginia
$1.21K
Jones Financial Companies
279
Jones Financial Companies
Missouri
$946 +$290 +3 +43%
GRP
280
Global Retirement Partners
California
$940
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$846
CA
282
CoreCap Advisors
Michigan
$846 +$869 +9 New
AWM
283
Avior Wealth Management
Nebraska
$657
DPW
284
DiNuzzo Private Wealth
Pennsylvania
$564
PAG
285
Paladin Advisory Group
Iowa
$564 +$580 +6 New
SIC
286
SJS Investment Consulting
Ohio
$470 -$97 -1 -17%
CA
287
Continuum Advisory
Idaho
$376
LFG
288
Larson Financial Group
Missouri
$376
PFBT
289
Parkside Financial Bank & Trust
Missouri
$376 +$193 +2 +100%
WA
290
WPG Advisers
Maryland
$282 +$290 +3 New
BIG
291
Brooklyn Investment Group
New York
$188 +$193 +2 New
GFPC
292
Global Financial Private Client
Florida
$188 +$193 +2 New
PWM
293
Parkworth Wealth Management
California
$94 +$97 +1 New
CFGS
294
Concourse Financial Group Securities
Alabama
$87
American Century Companies
295
American Century Companies
Missouri
-$4.27M -46,735 Closed
KWM
296
Kingsview Wealth Management
Oregon
-$2.32M -25,330 Closed
Qube Research & Technologies (QRT)
297
Qube Research & Technologies (QRT)
United Kingdom
-$2.16M -23,633 Closed
IAIM
298
International Assets Investment Management
Florida
-$238 -21,759 Closed
N
299
Natixis
France
-$997K -10,900 Closed
Tudor Investment Corp
300
Tudor Investment Corp
Connecticut
-$952K -10,408 Closed

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.