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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 %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$405K +$405K +5,600 New
SC
127
Savant Capital
Illinois
$400K +$72 +1 +0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
128
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$398K -$325K -4,500 -45%
First Trust Advisors
129
First Trust Advisors
Illinois
$398K -$66.5M -919,085 -99%
AWM
130
AE Wealth Management
Kansas
$394K +$4.73K +72 +1%
II
131
Inspire Investing
Idaho
$386K +$61.5K +850 +19%
VF
132
Virtu Financial
New York
$385K +$385K +5,325 New
TVWM
133
Tower View Wealth Management
Wisconsin
$373K +$3.76K +52 +1%
WANY
134
Wealthspire Advisors (New York)
New York
$346K +$20.2K +280 +6%
TPI
135
Trust Point Inc
Wisconsin
$344K +$344K +4,763 New
Marshall Wace
136
Marshall Wace
United Kingdom
$330K +$330K +4,566 New
FP
137
Foundry Partners
Minnesota
$322K +$21.7K +300 +7%
Principal Financial Group
138
Principal Financial Group
Iowa
$318K -$16K -221 -5%
KeyBank National Association
139
KeyBank National Association
Ohio
$316K +$18.4K +255 +6%
William Blair & Company
140
William Blair & Company
Illinois
$315K – – –
AB
141
Amalgamated Bank
New York
$304K -$26.8K -371 -8%
AQR Capital Management
142
AQR Capital Management
Connecticut
$280K -$52.6K -727 -16%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$274K -$12.7K -176 -4%
AIP
144
Ameritas Investment Partners
Nebraska
$273K +$11K +152 +4%
OQS
145
Occudo Quantitative Strategies
Florida
$262K +$262K +3,626 New
LCM
146
Landscape Capital Management
New Jersey
$262K +$262K +3,621 New
SPS
147
Susquehanna Portfolio Strategies
Pennsylvania
$261K +$261K +3,605 New
Franklin Resources
148
Franklin Resources
California
$259K +$7.95K +110 +3%
QT
149
Quantbot Technologies
New York
$253K +$204K +2,821 +415%
ABC
150
Associated Banc-Corp
Wisconsin
$243K – – –
4 5
6
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