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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
+$19.3M
2
BlackRock
BlackRock
New York
+$10M
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
-$66.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$35M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.65M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.61M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$232K – – –
LC
152
Landaas & Company
Wisconsin
$229K -$21.7K -300 -9%
ECM
153
Evergreen Capital Management
Washington
$228K -$34.2K -473 -13%
NSAM
154
North Star Asset Management
Wisconsin
$227K +$227K +3,146 New
MAM
155
Madison Asset Management
Wisconsin
$227K -$575K -7,957 -72%
EFL
156
ERn Financial LLC
Wisconsin
$217K +$835 +12 +0.4%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$213K +$213K +2,942 New
Prudential Financial
158
Prudential Financial
New Jersey
$212K +$212K +2,935 New
DM
159
Deerfield Management
New York
$207K +$207K +2,856 New
VPIM
160
Vanguard Personalized Indexing Management
California
$206K -$12.4K -172 -6%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$201K -$87.7K -1,211 -30%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$173K +$173K +2,388 New
PHK
163
Point72 Hong Kong
Hong Kong
$166K +$166K +2,300 New
BFEC
164
Benjamin F. Edwards & Company
Missouri
$152K – – –
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$152K – – –
NB
166
NBT Bank
New York
$134K +$134K +1,849 New
HPC
167
HM Payson & Co
Maine
$123K +$43.2K +598 +54%
QCG
168
Quadrant Capital Group
Ohio
$93.6K -$3.04K -42 -3%
SC
169
Steph & Co
Wisconsin
$92K – – –
GWM
170
Geneos Wealth Management
Colorado
$81.6K – – –
S
171
SignatureFD
Georgia
$69.1K -$24.5K -339 -26%
IA
172
IFP Advisors
Florida
$65.4K – – –
SAM
173
Shell Asset Management
Netherlands
$61K -$19.7K -270 -24%
SPIA
174
Steward Partners Investment Advisory
New York
$60.3K – – –
AF
175
Advisornet Financial
Minnesota
$57.6K +$723 +10 +1%
5 6
7
8 9