We are live on ! Find out more
MGEE icon

MGE Energy Inc
MGEE

294 hedge funds and large institutions have $2.14B invested in MGE Energy Inc in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 111 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 74

10% more funds holding

Funds holding: 267 → 294 (+27)

6% more capital invested

Capital invested by funds: $2.02B → $2.14B (+$117M)

1.71% more ownership

Funds ownership: 61.25% → 62.96% (+1.7%)

Holders
294
Holders Change
+27
Holders Change %
+10.11%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
111
Reduced
74
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.2M
2
UBS Group
UBS Group
Switzerland
+$8.87M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.35M
4
Citigroup
Citigroup
New York
+$6.03M
5
Millennium Management
Millennium Management
New York
+$5.91M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$7.65M
2
Jane Street
Jane Street
New York
-$6.71M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$6.21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.31M
5
American Century Companies
American Century Companies
Missouri
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
151
Franklin Resources
California
$457K +$3.86K +40 +0.8%
WANY
152
Wealthspire Advisors (New York)
New York
$457K +$5.6K +58 +1%
ECM
153
Everence Capital Management
Indiana
$453K – – –
II
154
IFM Investors
Australia
$452K – – –
JSA
155
Jacobson & Schmitt Advisors
Wisconsin
$446K +$458K +4,745 New
OC
156
Oarsman Capital
Wisconsin
$442K – – –
GI
157
GAMMA Investing
California
$438K +$298K +3,084 +196%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$434K +$8.02K +83 +2%
VA
159
Valmark Advisers
Ohio
$427K -$2.13K -22 -0.5%
FP
160
Foundry Partners
Minnesota
$426K -$17.6K -182 -4%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$421K – – –
PCM
162
Poehling Capital Management
Wisconsin
$409K – – –
Lido Advisors
163
Lido Advisors
California
$403K – – –
II
164
Inspire Investing
Idaho
$401K -$21.4K -222 -5%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$386K – – –
Allianz Asset Management
166
Allianz Asset Management
Germany
$385K -$357K -3,700 -47%
TPI
167
Trust Point Inc
Wisconsin
$383K +$193 +2 +0%
William Blair & Company
168
William Blair & Company
Illinois
$376K – – –
Stifel Financial
169
Stifel Financial
Missouri
$371K +$41.8K +433 +12%
RAM
170
Redmond Asset Management
Virginia
$360K +$371K +3,836 New
AIP
171
Ameritas Investment Partners
Nebraska
$358K +$16.6K +172 +5%
LPT
172
Legacy Private Trust
Wisconsin
$356K +$366K +3,792 New
CWM
173
CIBC World Markets
New York
$320K +$329K +3,411 New
AAS
174
Annex Advisory Services
Wisconsin
$320K +$329K +3,404 New
CGIM
175
Cannon Global Investment Management
Florida
$319K +$328K +3,400 New
5 6
7
8 9

MGEE Hedge Fund Activity: Q4 2024 in Review

294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2024, worth a combined $2.14B — up 5.8% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MGEE positions and 19 closed out — a net gain of 29 holders — while 111 added to existing stakes and 74 trimmed.

The largest buyer was BlackRock, adding an estimated $13.2M. The largest seller was Victory Capital Management, cutting an estimated $7.65M.

  • 294 institutional investors held MGE Energy Inc (MGEE) as of Q4 2024, up from 267 in Q3 2024.
  • Funds reported $2.14B of MGE Energy Inc stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 48 funds opened new MGE Energy Inc positions in Q4 2024 and 19 closed out, a net change of +29 holders.
  • The largest MGE Energy Inc buyer in Q4 2024 was BlackRock, an estimated $13.2M added.
  • The largest MGE Energy Inc seller in Q4 2024 was Victory Capital Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2024.