We are live on ! Find out more
MGEE icon

MGE Energy Inc

198 hedge funds and large institutions have $1.55B invested in MGE Energy Inc in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 58

7% more capital invested

Capital invested by funds: $1.45B → $1.55B (+$99M)

2.43% more ownership

Funds ownership: 51.65%54.08% (+2.4%)

4% less funds holding

Funds holding: 207198 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
198
Holders Change
-9
Holders Change %
-4.35%
% of All Funds
3.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
67
Reduced
58
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$500K +$6.22K +81 +1%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$496K -$1.92K -25 -0.4%
OC
103
Oarsman Capital
Wisconsin
$490K
AWM
104
AE Wealth Management
Kansas
$471K +$384 +5 +0.1%
TRCT
105
Tower Research Capital (TRC)
New York
$464K +$367K +4,778 +441%
SC
106
Savant Capital
Illinois
$438K -$77 -1 -0%
TVWM
107
Tower View Wealth Management
Wisconsin
$395K -$3.22K -42 -0.8%
ProShare Advisors
108
ProShare Advisors
Maryland
$376K +$35.6K +464 +11%
William Blair & Company
109
William Blair & Company
Illinois
$373K
AB
110
Amalgamated Bank
New York
$362K +$15.7K +205 +5%
WANY
111
Wealthspire Advisors (New York)
New York
$357K
II
112
IFM Investors
Australia
$354K +$344K +4,478 New
AA
113
ALPS Advisors
Colorado
$349K +$105K +1,367 +45%
ZIM
114
Zacks Investment Management
Illinois
$333K +$323K +4,209 New
FP
115
Foundry Partners
Minnesota
$329K -$16.9K -220 -5%
Principal Financial Group
116
Principal Financial Group
Iowa
$324K +$77 +1 +0%
II
117
Inspire Investing
Idaho
$314K +$34.9K +455 +13%
KeyBank National Association
118
KeyBank National Association
Ohio
$312K
SGI
119
Summit Global Investments
Utah
$308K +$299K +3,897 New
ECM
120
Evergreen Capital Management
Washington
$304K -$1.38K -18 -0.5%
PAM
121
Panagora Asset Management
Massachusetts
$303K
VPIM
122
Vanguard Personalized Indexing Management
California
$297K +$49.9K +650 +21%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$287K +$5.91K +77 +2%
Franklin Resources
124
Franklin Resources
California
$283K +$10.7K +140 +4%
QC
125
Quadrature Capital
United Kingdom
$280K +$271K +3,535 New

MGEE Hedge Fund Activity: Q2 2023 in Review

198 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2023, worth a combined $1.55B — up 6.8% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MGEE and 16 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 67 added.

The largest buyer was First Trust Advisors, adding an estimated $70.1M. The largest seller was Goldman Sachs, cutting an estimated $7.47M.

  • 198 institutional investors held MGE Energy Inc (MGEE) as of Q2 2023, down from 207 in Q1 2023.
  • Funds reported $1.55B of MGE Energy Inc stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 16 funds opened new MGE Energy Inc positions in Q2 2023 and 24 closed out, a net change of -8 holders.
  • The largest MGE Energy Inc buyer in Q2 2023 was First Trust Advisors, an estimated $70.1M added.
  • The largest MGE Energy Inc seller in Q2 2023 was Goldman Sachs, an estimated $7.47M sold.

Based on aggregated 13F filings for Q2 2023.