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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
ABC
176
Associated Banc-Corp
Wisconsin
$316K – – –
Corient Private Wealth
177
Corient Private Wealth
Florida
$312K -$32.1K -332 -9%
DIA
178
Dana Investment Advisors
Wisconsin
$312K +$321K +3,318 New
SNB
179
Security National Bank
Nebraska
$307K – – –
CGH
180
Crossmark Global Holdings
Texas
$298K -$773 -8 -0.3%
LC
181
Landaas & Company
Wisconsin
$297K – – –
MAM
182
Madison Asset Management
Wisconsin
$295K – – –
MIA
183
Madison Investment Advisors
Wisconsin
$295K +$303K +3,138 New
WWA
184
Wisconsin Wealth Advisors
Wisconsin
$293K +$301K +3,117 New
DFCM
185
Dark Forest Capital Management
Puerto Rico
$291K +$299K +3,100 New
IWM
186
IHT Wealth Management
Illinois
$290K +$298K +3,088 New
GT
187
Glenmede Trust
Pennsylvania
$285K +$15.6K +162 +6%
KOMWMG
188
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$283K +$869 +9 +0.3%
QCM
189
Quantinno Capital Management
New York
$282K +$290K +3,006 New
BF
190
BOK Financial
Oklahoma
$278K -$130K -1,350 -30%
ACM
191
Aquatic Capital Management
Illinois
$277K -$131K -1,357 -32%
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$271K +$59.2K +613 +27%
STA
193
Smith Thornton Advisors
Alabama
$266K – – –
NSAM
194
North Star Asset Management
Wisconsin
$266K -$30.4K -315 -10%
EFL
195
ERn Financial LLC
Wisconsin
$259K +$676 +7 +0.3%
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$246K +$5.8K +60 +2%
X
197
Xponance
Pennsylvania
$244K +$21K +217 +9%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$242K +$19K +197 +8%
CFA
199
CWS Financial Advisors
Michigan
$241K +$676 +7 +0.3%
CL
200
Choreo LLC
Illinois
$238K +$23.9K +247 +11%
6 7
8
9 10

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.