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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 %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$573K – – –
A
102
AlphaQuest
New York
$570K +$570K +7,881 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$536K -$1.48M -20,400 -73%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$530K +$211K +2,921 +66%
SEI Investments
105
SEI Investments
Pennsylvania
$528K -$145 -2 -0%
Creative Planning
106
Creative Planning
Kansas
$527K -$151K -2,085 -22%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$524K – – –
RJFSA
108
Raymond James Financial Services Advisors
Florida
$501K -$6.22K -86 -1%
CFD
109
Creative Financial Designs
Indiana
$495K +$35.4K +489 +8%
MWM
110
MBE Wealth Management
Wisconsin
$492K +$28.8K +398 +6%
TIM
111
Thompson Investment Management
Wisconsin
$491K +$723 +10 +0.1%
IAA
112
Independent Advisor Alliance
North Carolina
$485K -$59.7K -826 -11%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$484K -$63.9K -883 -12%
Ameriprise
114
Ameriprise
Minnesota
$479K -$28.8K -398 -6%
AA
115
ALPS Advisors
Colorado
$472K +$64.8K +896 +16%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$466K -$30.7K -424 -6%
FBFS
117
First Business Financial Services
Wisconsin
$451K -$48.1K -665 -10%
GVAG
118
Great Valley Advisor Group
Delaware
$444K +$444K +6,147 New
NRD
119
Nebula Research & Development
New York
$441K +$441K +6,101 New
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$441K -$38.5K -528 -8%
ProShare Advisors
121
ProShare Advisors
Maryland
$437K +$94K +1,300 +27%
XT
122
XTX Topco
Cayman Islands
$427K +$427K +5,910 New
SSA
123
Schonfeld Strategic Advisors
New York
$427K +$427K +5,903 New
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
$421K -$145 -2 -0%
OC
125
Oarsman Capital
Wisconsin
$411K -$36.5K -505 -8%
3 4
5
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