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MGE Energy Inc
MGEE

255 hedge funds and large institutions have $1.65B invested in MGE Energy Inc in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 73

12% more funds holding

Funds holding: 227 → 255 (+28)

2.8% less ownership

Funds ownership: 63.97% → 61.17% (-2.8%)

9% less capital invested

Capital invested by funds: $1.82B → $1.65B (-$167M)

Holders
255
Holders Change
+28
Holders Change %
+12.33%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
94
Reduced
73
Closed
14
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
+$54K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.3M
2
Millennium Management
Millennium Management
New York
+$3.56M
3
Invesco
Invesco
Georgia
+$2.69M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.43M
5
SAM
Silvercrest Asset Management
New York
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$56.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$12M
3
BlackRock
BlackRock
New York
-$10M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8.76M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$726K +$759K +9,720 New
AAS
102
Avantax Advisory Services
Texas
$718K +$11.2K +144 +2%
DM
103
Deerfield Management
New York
$716K +$748K +9,585 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$705K +$10.9K +140 +2%
VanEck Associates
105
VanEck Associates
New York
$698K +$58.6K +750 +9%
FLC
106
Fifth Lane Capital
Texas
$675K +$706K +9,037 New
AA
107
ALPS Advisors
Colorado
$670K +$102K +1,308 +17%
MWM
108
MBE Wealth Management
Wisconsin
$663K +$703 +9 +0.1%
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$655K -$127K -1,629 -16%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$651K +$7.34K +94 +1%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$643K -$255K -3,268 -28%
IIA
112
ICW Investment Advisors
Arizona
$637K -$3.36K -43 -0.5%
Creative Planning
113
Creative Planning
Kansas
$615K +$73.1K +936 +13%
QT
114
Quantbot Technologies
New York
$606K +$633K +8,108 New
FBFS
115
First Business Financial Services
Wisconsin
$582K +$35.7K +457 +6%
CFM
116
Catalyst Funds Management
Australia
$568K +$593K +7,600 New
CFD
117
Creative Financial Designs
Indiana
$561K +$22.1K +283 +4%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$561K +$28.5K +365 +5%
ECM
119
ExodusPoint Capital Management
New York
$548K -$1.63M -20,841 -74%
HighTower Advisors
120
HighTower Advisors
Illinois
$542K +$559K +7,161 New
MAM
121
Martingale Asset Management
Massachusetts
$531K -$1.66M -21,231 -75%
TIM
122
Thompson Investment Management
Wisconsin
$507K – – –
SPA
123
Sherbrooke Park Advisers
New York
$507K +$530K +6,790 New
TSS
124
Two Sigma Securities
New York
$506K +$528K +6,766 New
IAA
125
Independent Advisor Alliance
North Carolina
$502K +$78 +1 +0%
3 4
5
6 7

MGEE Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2024, worth a combined $1.65B — down 9.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MGEE positions and 14 closed out — a net gain of 31 holders — while 94 added to existing stakes and 73 trimmed.

The largest buyer was Jane Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $56.5M.

  • 255 institutional investors held MGE Energy Inc (MGEE) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.65B of MGE Energy Inc stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 45 funds opened new MGE Energy Inc positions in Q2 2024 and 14 closed out, a net change of +31 holders.
  • The largest MGE Energy Inc buyer in Q2 2024 was Jane Street, an estimated $10.3M added.
  • The largest MGE Energy Inc seller in Q2 2024 was First Trust Advisors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2024.