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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
QCG
176
Quadrant Capital Group
Ohio
$58K -$39.1K -558 -43%
FPFS
177
First Personal Financial Services
North Carolina
$55.2K
Acadian Asset Management
178
Acadian Asset Management
Massachusetts
$54K
WTA
179
Washington Trust Advisors
Massachusetts
$52.7K
NA
180
NewEdge Advisors
Louisiana
$51.2K
AT
181
Avalon Trust
New Mexico
$47.2K
SNB
182
Security National Bank
Nebraska
$47.2K
SPIA
183
Steward Partners Investment Advisory
New York
$42K -$21K -300 -36%
IWP
184
IAG Wealth Partners
Wisconsin
$41.6K
PA
185
Parallel Advisors
California
$37.5K +$23.6K +337 +241%
HNB
186
Hilltop National Bank
Wyoming
$36.4K +$32.4K +462 New
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.5K +$841 +12 +3%
OA
188
Operose Advisors
Wisconsin
$26.5K +$23.6K +337 New
GI
189
Gradient Investments
Minnesota
$24.6K
PCM
190
Perritt Capital Management
Illinois
$23.9K +$140 +2 +0.7%
BWM
191
BKM Wealth Management
Wisconsin
$23.6K
MMG
192
Monetary Management Group
Missouri
$23.6K
HNB
193
Huntington National Bank
Ohio
$23.1K +$7.71K +110 +60%
WT
194
Whittier Trust
California
$18K
LC
195
Lindbrook Capital
California
$17.9K -$14.2K -203 -47%
PS
196
Principal Securities
Iowa
$15.5K +$6.52K +93 +89%
GI
197
GAMMA Investing
California
$15.3K -$7.5K -107 -35%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$13.7K +$3.08K +44 +34%
BCWM
199
Bartlett & Co Wealth Management
Ohio
$11.8K
BSB
200
Bangor Savings Bank
Maine
$10.6K

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.