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MGE Energy Inc
MGEE

Overview Fund Activity

228 hedge funds and large institutions have $1.39B invested in MGE Energy Inc in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+28
Holders Change %
+14%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
80
Reduced
66
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
BlackRock
BlackRock
New York
$217M
3
Millennium Management
Millennium Management
New York
$8.21M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$6.27M
5
STCG
Speece Thorson Capital Group
Minnesota
$6.15M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$398K
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.4M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.86M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$981K -$137K -1,894 -12%
Citigroup
77
Citigroup
New York
$969K +$358K +4,957 +59%
Teacher Retirement System of Texas
78
Teacher Retirement System of Texas
Texas
$956K -$31.9K -441 -3%
KA
79
KLCM Advisors
Wisconsin
$938K – – –
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$924K +$924K +12,785 New
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$818K -$770K -10,642 -48%
NP
82
NorthRock Partners
Minnesota
$793K +$29.5K +408 +4%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$793K +$48.3K +668 +6%
AAS
84
Avantax Advisory Services
Texas
$792K +$203K +2,808 +34%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$771K – – –
RIA
86
Regal Investment Advisors
Michigan
$765K +$4.48K +62 +0.6%
HAI
87
Hennessy Advisors Inc
California
$758K -$21.7K -300 -3%
EFH
88
Eaton Financial Holdings
Florida
$747K +$60.9K +842 +9%
BBL
89
Beck Bode LLC
Massachusetts
$747K +$60.9K +842 +9%
JFGIW
90
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$735K +$525K +7,257 +250%
ASRS
91
Arizona State Retirement System
Arizona
$731K -$13.5K -186 -2%
Arrowstreet Capital
92
Arrowstreet Capital
Massachusetts
$721K +$721K +9,972 New
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$653K +$407K +5,632 +166%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$652K -$400K -5,531 -38%
TRCT
95
Tower Research Capital (TRC)
New York
$651K +$600K +8,296 +1,173%
EGM
96
Engineers Gate Manager
New York
$646K +$646K +8,930 New
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$639K -$174K -2,400 -21%
IIA
98
ICW Investment Advisors
Arizona
$617K +$4.56K +63 +0.7%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$610K +$82.4K +1,140 +16%
VanEck Associates
100
VanEck Associates
New York
$593K -$18.9K -262 -3%
2 3
4
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