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MGE Energy Inc
MGEE

227 hedge funds and large institutions have $1.82B invested in MGE Energy Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $1.39B → $1.82B (+$432M)

10.83% more ownership

Funds ownership: 53.14% → 63.97% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% less funds holding

Funds holding: 229 → 227 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
78
Reduced
72
Closed
43
Calls
$394K
Puts
–
Net Calls
+$394K
Net Calls Change
+$394K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$205M
2
First Trust Advisors
First Trust Advisors
Illinois
+$54.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M
4
State Street
State Street
Massachusetts
+$33M
5
Victory Capital Management
Victory Capital Management
Texas
+$15M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$76.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.46M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.52M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$6.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
COPPSERS
26
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.7M +$862K +12,298 +20%
Swiss National Bank
27
Swiss National Bank
Switzerland
$5.62M – – –
HI
28
Harbour Investments
Wisconsin
$5.25M +$24.3K +347 +0.5%
Bank of America
29
Bank of America
North Carolina
$4.82M -$1.91M -27,285 -31%
UBS AM
30
UBS AM
Illinois
$4.63M +$147K +2,101 +4%
UBS Group
31
UBS Group
Switzerland
$4.44M -$1.75M -25,026 -31%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.14M -$34.5K -493 -0.9%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$4.1M +$244K +3,489 +7%
BCM
34
Bridgeway Capital Management
Texas
$3.63M – – –
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$3.47M +$654K +9,329 +27%
American Century Companies
36
American Century Companies
Missouri
$3.31M +$1.96M +28,039 +200%
Prudential Financial
37
Prudential Financial
New Jersey
$3.19M +$2.63M +37,560 +1,280%
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.14M +$144K +2,054 +5%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$2.95M +$1.73M +24,730 +193%
Royal London Asset Management
40
Royal London Asset Management
United Kingdom
$2.89M +$765K +10,924 +42%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$2.87M +$2.04M +29,188 +398%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$2.85M -$141K -2,008 -5%
Millennium Management
43
Millennium Management
New York
$2.64M -$5.6M -79,960 -70%
US Bancorp
44
US Bancorp
Minnesota
$2.62M -$23.4K -334 -1%
Citadel Advisors
45
Citadel Advisors
Florida
$2.6M -$1.15M -16,428 -33%
Barclays
46
Barclays
United Kingdom
$2.59M -$1.72M -24,600 -43%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$2.57M +$2.29M +32,672 New
TPSF
48
Texas Permanent School Fund
Texas
$2.49M +$2.22M +31,649 New
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$2.49M +$9.81K +140 +0.4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$2.47M +$2.2M +31,372 New
1
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MGEE Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2024, worth a combined $1.82B — up 31% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGEE and 42 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $76.5M.

  • 227 institutional investors held MGE Energy Inc (MGEE) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $1.82B of MGE Energy Inc stock for Q1 2024, up 31% quarter-over-quarter.
  • 42 funds opened new MGE Energy Inc positions in Q1 2024 and 43 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2024 was BlackRock, an estimated $205M added.
  • The largest MGE Energy Inc seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2024.