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MGE Energy Inc

227 hedge funds and large institutions have $1.82B invested in MGE Energy Inc in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 72 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $1.39B → $1.82B (+$432M)

10.83% more ownership

Funds ownership: 53.14%63.97% (+11%)

8% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 72

1% less funds holding

Funds holding: 229227 (-2)

2% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 43

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
78
Reduced
72
Closed
43
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
151
North Star Asset Management
Wisconsin
$248K
MAM
152
Madison Asset Management
Wisconsin
$247K
AIM
153
Aigen Investment Management
New York
$246K +$219K +3,124 New
AAM
154
Advisors Asset Management
Colorado
$232K +$207K +2,952 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$208K -$335K -4,777 -64%
Stifel Financial
156
Stifel Financial
Missouri
$203K +$180K +2,573 New
CFA
157
CWS Financial Advisors
Michigan
$201K +$179K +2,550 New
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$185K -$390K -5,564 -70%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$176K +$157K +2,238 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$166K
BF
161
BOK Financial
Oklahoma
$152K +$135K +1,925 New
MLICM
162
Metropolitan Life Insurance Company (MetLife)
New York
$150K -$13.7K -196 -9%
NB
163
NBT Bank
New York
$146K +$280 +4 +0.2%
EFP
164
EnRich Financial Partners
Wisconsin
$126K +$112K +1,605 New
SC
165
Steph & Co
Wisconsin
$100K
SG Americas Securities
166
SG Americas Securities
New York
$100K +$89.3K +1,274 New
HPC
167
HM Payson & Co
Maine
$91.9K -$37.4K -534 -31%
GWM
168
Geneos Wealth Management
Colorado
$88.8K
S
169
SignatureFD
Georgia
$74.2K -$981 -14 -1%
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73.2K -$647K -9,234 -91%
IA
171
IFP Advisors
Florida
$71.2K
KBC Group
172
KBC Group
Belgium
$67K +$27.2K +388 +83%
C
173
Covestor
United Kingdom
$63K +$16.8K +240 +43%
AF
174
Advisornet Financial
Minnesota
$61.3K -$1.19K -17 -2%
SAM
175
Shell Asset Management
Netherlands
$59K -$3.71K -53 -6%

MGEE Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q1 2024, worth a combined $1.82B — up 31% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MGEE and 42 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 78 added.

The largest buyer was BlackRock, adding an estimated $205M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $76.5M.

  • 227 institutional investors held MGE Energy Inc (MGEE) as of Q1 2024, down from 229 in Q4 2023.
  • Funds reported $1.82B of MGE Energy Inc stock for Q1 2024, up 31% quarter-over-quarter.
  • 42 funds opened new MGE Energy Inc positions in Q1 2024 and 43 closed out, a net change of -1 holder.
  • The largest MGE Energy Inc buyer in Q1 2024 was BlackRock, an estimated $205M added.
  • The largest MGE Energy Inc seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q1 2024.