We are live on ! Find out more
MGEE icon

MGE Energy Inc

199 hedge funds and large institutions have $1.24B invested in MGE Energy Inc in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.9M)

1% more funds holding

Funds holding: 198199 (+1)

0.18% less ownership

Funds ownership: 50.8%50.62% (-0.18%)

Holders
199
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
67
Reduced
61
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Perritt Capital Management
Illinois
$21.1K +$20.6K +300 New
WT
177
Whittier Trust
California
$19.3K
PA
178
Parallel Advisors
California
$16.1K +$6.8K +99 +77%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$14.6K -$7.01K -102 -33%
TRCT
180
Tower Research Capital (TRC)
New York
$14K -$305K -4,435 -96%
MWM
181
Mascoma Wealth Management
New Hampshire
$12.7K
TWM
182
Tradition Wealth Management
Minnesota
$12K -$11.7K -171 -50%
BC
183
Bartlett & Co
Ohio
$11K
BCWM
184
Bartlett & Co Wealth Management
Ohio
$10.6K
BIA
185
Bell Investment Advisors
California
$8.03K +$6.8K +99 +660%
FHA
186
First Horizon Advisors
Tennessee
$4.51K
CIM
187
Contravisory Investment Management
Massachusetts
$4.08K
VCM
188
Versant Capital Management
Arizona
$3.45K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$2K
CAL
190
Capital Advisors Ltd
Ohio
$2K +$2.4K +35 New
AF
191
Allworth Financial
California
$1.41K -$275 -4 -17%
JWA
192
JFS Wealth Advisors
Pennsylvania
$1.13K -$69 -1 -6%
IAA
193
Independent Advisor Alliance
North Carolina
$720 +$169K +2,458 +32%
SC
194
Schubert & Co
Texas
$493 -$275 -4 -36%
DI
195
Disciplined Investments
Oklahoma
$422 -$69 -1 -14%
SIC
196
SJS Investment Consulting
Ohio
$422 +$137 +2 +50%
TWA
197
TCI Wealth Advisors
Arizona
$141 -$6.73K -98 -98%
GTCM
198
Gyon Technologies Capital Management
New Jersey
$141 +$137 +2 New
UBS AM
199
UBS AM
Illinois
-$3.77M -57,472 Closed
Two Sigma Investments
200
Two Sigma Investments
New York
-$1.45M -22,131 Closed

MGEE Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q4 2022, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGEE positions and 19 closed out — a net gain of 3 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $15.3M. The largest seller was Millennium Management, cutting an estimated $8.95M.

  • 199 institutional investors held MGE Energy Inc (MGEE) as of Q4 2022, up from 198 in Q3 2022.
  • Funds reported $1.24B of MGE Energy Inc stock for Q4 2022, up 2.4% quarter-over-quarter.
  • 22 funds opened new MGE Energy Inc positions in Q4 2022 and 19 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $15.3M added.
  • The largest MGE Energy Inc seller in Q4 2022 was Millennium Management, an estimated $8.95M sold.

Based on aggregated 13F filings for Q4 2022.