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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 %
FPFS
176
First Personal Financial Services
North Carolina
$50.7K – – –
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
$49K – – –
WTA
178
Washington Trust Advisors
Massachusetts
$48.4K – – –
NA
179
NewEdge Advisors
Louisiana
$47K – – –
AT
180
Avalon Trust
New Mexico
$43.4K – – –
SNB
181
Security National Bank
Nebraska
$43.4K +$43.4K +600 New
C
182
Covestor
United Kingdom
$40K -$6.28K -87 -14%
IWP
183
IAG Wealth Partners
Wisconsin
$38.2K -$18.1K -250 -32%
KBC Group
184
KBC Group
Belgium
$34K – – –
LC
185
Lindbrook Capital
California
$31.1K +$9.55K +132 +44%
PAS
186
Point72 Asia (Singapore)
Singapore
$28.8K +$28.8K +398 New
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.1K -$434 -6 -2%
GI
188
Gradient Investments
Minnesota
$22.6K – – –
PCM
189
Perritt Capital Management
Illinois
$21.8K +$72 +1 +0.3%
MMG
190
Monetary Management Group
Missouri
$21.7K – – –
BWM
191
BKM Wealth Management
Wisconsin
$21.7K +$21.7K +300 New
ASN
192
Advisory Services Network
Georgia
$20.2K +$20.2K +279 New
GI
193
GAMMA Investing
California
$19.5K +$19.5K +302 New
WT
194
Whittier Trust
California
$16.6K – – –
HNB
195
Huntington National Bank
Ohio
$13.2K +$7.09K +98 +115%
TWM
196
Tradition Wealth Management
Minnesota
$12K +$69 +1 +0.6%
BC
197
Bartlett & Co
Ohio
$11K – – –
BCWM
198
Bartlett & Co Wealth Management
Ohio
$10.9K – – –
PA
199
Parallel Advisors
California
$10.1K -$578 -8 -5%
BSB
200
Bangor Savings Bank
Maine
$9.76K -$26.4K -365 -73%
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8
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