We are live on ! Find out more
MGEE icon

MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$77.3K
SAM
152
Shell Asset Management
Netherlands
$76K -$480K -6,328 -85%
HPC
153
HM Payson & Co
Maine
$75.6K
IA
154
IFP Advisors
Florida
$62K
SPIA
155
Steward Partners Investment Advisory
New York
$57.1K
AF
156
Advisornet Financial
Minnesota
$53.8K -$2.35K -31 -4%
IWP
157
IAG Wealth Partners
Wisconsin
$53.3K
TRCT
158
Tower Research Capital (TRC)
New York
$48.4K -$391K -5,154 -88%
FPFS
159
First Personal Financial Services
North Carolina
$48K
QT
160
Quantbot Technologies
New York
$46.5K +$51.5K +679 New
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$46K
WTA
162
Washington Trust Advisors
Massachusetts
$45.9K
NA
163
NewEdge Advisors
Louisiana
$44.5K
C
164
Covestor
United Kingdom
$44K +$11.7K +154 +32%
AT
165
Avalon Trust
New Mexico
$41.1K
BSB
166
Bangor Savings Bank
Maine
$34.3K
KBC Group
167
KBC Group
Belgium
$32K +$35.3K +466 New
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K +$379 +5 +1%
GI
169
Gradient Investments
Minnesota
$21.4K
MMG
170
Monetary Management Group
Missouri
$20.6K
PCM
171
Perritt Capital Management
Illinois
$20.6K
LC
172
Lindbrook Capital
California
$20.4K -$5.01K -66 -18%
WT
173
Whittier Trust
California
$15.7K
TWM
174
Tradition Wealth Management
Minnesota
$12K +$76 +1 +0.6%
Comerica Bank
175
Comerica Bank
Texas
$10.8K +$12K +158 New

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.