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MGE Energy Inc
MGEE

255 hedge funds and large institutions have $1.65B invested in MGE Energy Inc in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 94 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 73

12% more funds holding

Funds holding: 227 → 255 (+28)

2.8% less ownership

Funds ownership: 63.97% → 61.17% (-2.8%)

9% less capital invested

Capital invested by funds: $1.82B → $1.65B (-$167M)

Holders
255
Holders Change
+28
Holders Change %
+12.33%
% of All Funds
3.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
94
Reduced
73
Closed
14
Calls
$448K
Puts
–
Net Calls
+$448K
Net Calls Change
+$54K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$10.3M
2
Millennium Management
Millennium Management
New York
+$3.56M
3
Invesco
Invesco
Georgia
+$2.69M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.43M
5
SAM
Silvercrest Asset Management
New York
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$56.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$12M
3
BlackRock
BlackRock
New York
-$10M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8.76M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$220K +$23.6K +302 +11%
STA
177
Smith Thornton Advisors
Alabama
$212K +$221K +2,835 New
EFL
178
ERn Financial LLC
Wisconsin
$205K -$38.7K -496 -15%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$192K +$16.6K +212 +9%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$170K +$234 +3 +0.1%
ACM
181
Aquatic Capital Management
Illinois
$164K +$172K +2,200 New
BFEC
182
Benjamin F. Edwards & Company
Missouri
$157K – – –
NB
183
NBT Bank
New York
$137K +$234 +3 +0.2%
EFP
184
EnRich Financial Partners
Wisconsin
$120K – – –
QCG
185
Quadrant Capital Group
Ohio
$110K +$57.2K +732 +99%
Lazard Asset Management
186
Lazard Asset Management
New York
$106K +$112K +1,432 New
SC
187
Steph & Co
Wisconsin
$95K – – –
GWM
188
Geneos Wealth Management
Colorado
$84.3K – – –
KBC Group
189
KBC Group
Belgium
$84K +$20.6K +264 +31%
NC
190
nVerses Capital
Florida
$74.7K +$78.1K +1,000 New
S
191
SignatureFD
Georgia
$68.1K -$2.34K -30 -3%
IA
192
IFP Advisors
Florida
$67.6K – – –
HPC
193
HM Payson & Co
Maine
$66.1K -$22.2K -284 -24%
AF
194
Advisornet Financial
Minnesota
$58.2K – – –
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$58K +$60.7K +777 New
FPFS
196
First Personal Financial Services
North Carolina
$52.4K – – –
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$51K – – –
GI
198
GAMMA Investing
California
$50.2K +$37.2K +477 +245%
WTA
199
Washington Trust Advisors
Massachusetts
$50.1K – – –
NA
200
NewEdge Advisors
Louisiana
$48.6K – – –
6 7
8
9 10

MGEE Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q2 2024, worth a combined $1.65B — down 9.2% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MGEE positions and 14 closed out — a net gain of 31 holders — while 94 added to existing stakes and 73 trimmed.

The largest buyer was Jane Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $56.5M.

  • 255 institutional investors held MGE Energy Inc (MGEE) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.65B of MGE Energy Inc stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 45 funds opened new MGE Energy Inc positions in Q2 2024 and 14 closed out, a net change of +31 holders.
  • The largest MGE Energy Inc buyer in Q2 2024 was Jane Street, an estimated $10.3M added.
  • The largest MGE Energy Inc seller in Q2 2024 was First Trust Advisors, an estimated $56.5M sold.

Based on aggregated 13F filings for Q2 2024.