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MGE Energy Inc
MGEE

193 hedge funds and large institutions have $1.47B invested in MGE Energy Inc in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

5% more funds holding

Funds holding: 183 → 193 (+10)

0.63% more ownership

Funds ownership: 50.37% → 51% (+0.63%)

2% less capital invested

Capital invested by funds: $1.49B → $1.47B (-$26.3M)

3% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 61

Holders
193
Holders Change
+10
Holders Change %
+5.46%
% of All Funds
3.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
59
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$17.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$14.2M
3
State Street
State Street
Massachusetts
+$10.1M
4
N
Nuveen
North Carolina
+$3.7M
5
ZP
Zimmer Partners
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.2M
2
SAM
Silvercrest Asset Management
New York
-$4.38M
3
SG Americas Securities
SG Americas Securities
New York
-$3.67M
4
Barclays
Barclays
United Kingdom
-$2.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
151
Steph & Co
Wisconsin
$101K – – –
1IA
152
1834 Investment Advisors
Wisconsin
$85K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$64K -$3.73K -49 -6%
CMBA
154
C.M. Bidwell & Associates
Hawaii
$62K -$10.6K -140 -15%
IWP
155
IAG Wealth Partners
Wisconsin
$62K – – –
EI
156
Ellevest Inc
New York
$60K -$3.8K -50 -6%
BG
157
Bollard Group
Massachusetts
$58K +$228 +3 +0.4%
FPFS
158
First Personal Financial Services
North Carolina
$56K – – –
Acadian Asset Management
159
Acadian Asset Management
Massachusetts
$54K – – –
IA
160
IFP Advisors
Florida
$53K – – –
WTA
161
Washington Trust Advisors
Massachusetts
$53K – – –
S
162
SignatureFD
Georgia
$52K -$11.6K -153 -19%
SPIA
163
Steward Partners Investment Advisory
New York
$48K – – –
SAM
164
Strategic Asset Management
Minnesota
$40K – – –
UB
165
UMB Bank
Missouri
$36K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$32K -$26.3K -346 -46%
TWM
167
Tradition Wealth Management
Minnesota
$27K +$76 +1 +0.3%
GI
168
Gradient Investments
Minnesota
$25K – – –
MMG
169
Monetary Management Group
Missouri
$24K – – –
WT
170
Whittier Trust
California
$22K – – –
HWMA
171
Heritage Wealth Management (Arizona)
Arizona
$16K +$15.2K +200 New
MWM
172
Mascoma Wealth Management
New Hampshire
$14K – – –
BC
173
Bartlett & Co
Ohio
$12K +$11.4K +150 New
BCWM
174
Bartlett & Co Wealth Management
Ohio
$12K +$11.4K +150 New
PA
175
Parallel Advisors
California
$11K -$1.22K -16 -10%
4 5 6
7
8

MGEE Hedge Fund Activity: Q1 2022 in Review

193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2022, worth a combined $1.47B — down 1.8% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 7 closed out — a net gain of 15 holders — while 59 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $17.5M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 193 institutional investors held MGE Energy Inc (MGEE) as of Q1 2022, up from 183 in Q4 2021.
  • Funds reported $1.47B of MGE Energy Inc stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q1 2022 and 7 closed out, a net change of +15 holders.
  • The largest MGE Energy Inc buyer in Q1 2022 was T. Rowe Price Associates, an estimated $17.5M added.
  • The largest MGE Energy Inc seller in Q1 2022 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2022.