We are live on ! Find out more
MGEE icon

MGE Energy Inc

207 hedge funds and large institutions have $1.45B invested in MGE Energy Inc in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

17% more capital invested

Capital invested by funds: $1.24B → $1.45B (+$213M)

4% more funds holding

Funds holding: 199207 (+8)

1.03% more ownership

Funds ownership: 50.62%51.65% (+1%)

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
84
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$267K -$2.1K -29 -0.8%
ABC
127
Associated Banc-Corp
Wisconsin
$261K
NAS
128
Nicolet Advisory Services
Wisconsin
$255K
MIA
129
Milestone Investment Advisors
Wisconsin
$255K +$237K +3,279 New
NP
130
NorthRock Partners
Minnesota
$245K +$3.91K +54 +2%
MAM
131
Madison Asset Management
Wisconsin
$244K
VPIM
132
Vanguard Personalized Indexing Management
California
$241K +$225K +3,108 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$241K +$11.2K +154 +5%
EFL
134
ERn Financial LLC
Wisconsin
$241K +$797 +11 +0.4%
AA
135
ALPS Advisors
Colorado
$236K +$220K +3,044 New
AIP
136
Ameritas Investment Partners
Nebraska
$222K
CCA
137
Column Capital Advisors
Indiana
$221K
CAN
138
Cetera Advisor Networks
California
$220K +$206K +2,838 New
NSAM
139
North Star Asset Management
Wisconsin
$220K +$205K +2,831 New
Prudential Financial
140
Prudential Financial
New Jersey
$219K -$3.62K -50 -2%
FWA
141
Freedom Wealth Alliance
Wisconsin
$214K +$107K +1,475 +115%
PAMS
142
Pictet Asset Management (Switzerland)
Switzerland
$207K +$193K +2,660 New
Mariner
143
Mariner
Kansas
$200K +$187K +2,577 New
BFEC
144
Benjamin F. Edwards & Company
Missouri
$163K
QCG
145
Quadrant Capital Group
Ohio
$159K +$13.4K +185 +10%
NSIM
146
North Star Investment Management
Illinois
$158K
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$17.1K -236 -10%
Canada Life
148
Canada Life
Manitoba, Canada
$141K
ASBI
149
American State Bank (Iowa)
Iowa
$140K
S
150
SignatureFD
Georgia
$125K +$40.8K +564 +54%

MGEE Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2023, worth a combined $1.45B — up 17% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MGEE positions and 17 closed out — a net gain of 9 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $8.27M. The largest seller was Goldman Sachs, cutting an estimated $4.24M.

  • 207 institutional investors held MGE Energy Inc (MGEE) as of Q1 2023, up from 199 in Q4 2022.
  • Funds reported $1.45B of MGE Energy Inc stock for Q1 2023, up 17% quarter-over-quarter.
  • 26 funds opened new MGE Energy Inc positions in Q1 2023 and 17 closed out, a net change of +9 holders.
  • The largest MGE Energy Inc buyer in Q1 2023 was Susquehanna International Group, an estimated $8.27M added.
  • The largest MGE Energy Inc seller in Q1 2023 was Goldman Sachs, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2023.