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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
HPC
151
HM Payson & Co
Maine
$125K
BF
152
BOK Financial
Oklahoma
$105K +$98K +1,353 New
CMF
153
Counterpoint Mutual Funds
California
$103K +$95.7K +1,322 New
SC
154
Steph & Co
Wisconsin
$98.8K
Citigroup
155
Citigroup
New York
$90.3K -$10.9K -151 -11%
BAM
156
Belpointe Asset Management
Nevada
$88.1K
GWM
157
Geneos Wealth Management
Colorado
$87.6K
TRCT
158
Tower Research Capital (TRC)
New York
$84K +$64.2K +887 +453%
WP
159
WealthPLAN Partners
Nebraska
$65.9K +$61.5K +849 New
SPIA
160
Steward Partners Investment Advisory
New York
$64.8K +$16.9K +234 +39%
AF
161
Advisornet Financial
Minnesota
$61.1K +$145 +2 +0.3%
IWP
162
IAG Wealth Partners
Wisconsin
$60.4K
EI
163
Ellevest Inc
New York
$58.3K
FPFS
164
First Personal Financial Services
North Carolina
$54.4K
IA
165
IFP Advisors
Florida
$53.1K
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$53K -$1.03M -14,166 -95%
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$53K -$25.2K -348 -34%
WTA
168
Washington Trust Advisors
Massachusetts
$52K
NA
169
NewEdge Advisors
Louisiana
$50.5K -$35.1K -485 -43%
MFG
170
Mendota Financial Group
Wisconsin
$50.3K +$20.9K +288 +84%
AAS
171
Ameritas Advisory Services
Nebraska
$49.4K +$46.1K +636 New
AT
172
Avalon Trust
New Mexico
$46.6K +$43.5K +600 New
ASN
173
Advisory Services Network
Georgia
$43.4K +$72 +1 +0.2%
BSB
174
Bangor Savings Bank
Maine
$38.8K
LC
175
Lindbrook Capital
California
$30.9K -$652 -9 -2%

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.