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MGE Energy Inc
MGEE

267 hedge funds and large institutions have $2.02B invested in MGE Energy Inc in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$371M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

5% more funds holding

Funds holding: 255 → 267 (+12)

0.08% more ownership

Funds ownership: 61.17% → 61.25% (+0.08%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
3.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
94
Reduced
84
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$11M
2
Barclays
Barclays
United Kingdom
+$4.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.97M
4
Morgan Stanley
Morgan Stanley
New York
+$3.64M
5
BlackRock
BlackRock
New York
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
Jane Street
Jane Street
New York
-$5.65M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.78M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$6.61M -$565K -6,610 -8%
Swiss National Bank
27
Swiss National Bank
Switzerland
$6.46M -$59.9K -700 -1%
COPPSERS
28
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.28M -$320K -3,738 -5%
Barclays
29
Barclays
United Kingdom
$5.7M +$4.13M +48,330 +346%
First Trust Advisors
30
First Trust Advisors
Illinois
$5.6M +$282K +3,298 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$5.45M +$704K +8,233 +16%
HI
32
Harbour Investments
Wisconsin
$5.41M -$250K -2,923 -5%
UBS Group
33
UBS Group
Switzerland
$5.31M +$40.3K +471 +0.8%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$4.37M -$43.2K -505 -1%
BCM
35
Bridgeway Capital Management
Texas
$4.3M – – –
American Century Companies
36
American Century Companies
Missouri
$4.27M +$84.5K +988 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$4.23M +$157K +1,831 +4%
Millennium Management
38
Millennium Management
New York
$4.15M -$2.89M -33,789 -43%
Citigroup
39
Citigroup
New York
$4.03M +$1.45M +16,927 +62%
Citadel Advisors
40
Citadel Advisors
Florida
$3.7M +$487K +5,700 +16%
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.68M -$191K -2,230 -5%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$3.42M +$55.4K +648 +2%
Prudential Financial
43
Prudential Financial
New Jersey
$3.4M -$116K -1,360 -4%
Canada Life
44
Canada Life
Manitoba, Canada
$3.24M -$111K -1,293 -4%
Royal London Asset Management
45
Royal London Asset Management
United Kingdom
$3.13M -$338K -3,950 -10%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$3.13M -$91.7K -1,073 -3%
US Bancorp
47
US Bancorp
Minnesota
$2.99M -$46K -538 -2%
MWP
48
Madison Wealth Partners
Wisconsin
$2.91M +$43K +503 +2%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$2.82M +$69.9K +818 +3%
MAM
50
Magellan Asset Management
Australia
$2.64M -$14K -164 -0.6%
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MGEE Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2024, worth a combined $2.02B — up 22% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 19 closed out — a net gain of 14 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 267 institutional investors held MGE Energy Inc (MGEE) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $2.02B of MGE Energy Inc stock for Q3 2024, up 22% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2024 and 19 closed out, a net change of +14 holders.
  • The largest MGE Energy Inc buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $11M added.
  • The largest MGE Energy Inc seller in Q3 2024 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q3 2024.