We are live on ! Find out more
MGEE icon

MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
101
First Business Financial Services
Wisconsin
$473K -$22.8K -300 -4%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$470K +$1.21K +16 +0.2%
TIM
103
Thompson Investment Management
Wisconsin
$465K +$8.49K +112 +2%
MWM
104
MBE Wealth Management
Wisconsin
$439K
CFD
105
Creative Financial Designs
Indiana
$435K +$2.65K +35 +0.6%
OC
106
Oarsman Capital
Wisconsin
$424K
AWM
107
AE Wealth Management
Kansas
$406K -$2.12K -28 -0.5%
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$396K +$442K +5,826 New
AA
109
ALPS Advisors
Colorado
$385K +$92.2K +1,215 +28%
SC
110
Savant Capital
Illinois
$379K -$76 -1 -0%
TVWM
111
Tower View Wealth Management
Wisconsin
$350K +$7.89K +104 +2%
American Century Companies
112
American Century Companies
Missouri
$334K -$230K -3,031 -38%
II
113
IFM Investors
Australia
$333K +$29.1K +383 +9%
ProShare Advisors
114
ProShare Advisors
Maryland
$325K -$379 -5 -0.1%
Principal Financial Group
115
Principal Financial Group
Iowa
$316K +$39.2K +517 +13%
AQR Capital Management
116
AQR Capital Management
Connecticut
$315K -$272K -3,583 -44%
AB
117
Amalgamated Bank
New York
$314K
WANY
118
Wealthspire Advisors (New York)
New York
$309K
II
119
Inspire Investing
Idaho
$308K +$39.3K +518 +13%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$302K +$118K +1,551 +54%
William Blair & Company
121
William Blair & Company
Illinois
$298K -$27.8K -367 -8%
FP
122
Foundry Partners
Minnesota
$285K
KeyBank National Association
123
KeyBank National Association
Ohio
$282K +$12.5K +165 +4%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$273K +$27.7K +365 +10%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$272K +$301K +3,971 New

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.