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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
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$7.56K
ME
202
McIlrath & Eck
Washington
$7.48K
W
203
WealthCollab
Washington
$6.22K +$3.57K +51 +182%
EWA
204
EverSource Wealth Advisors
Alabama
$5.17K +$4.13K +59 +843%
FHA
205
First Horizon Advisors
Tennessee
$5.04K
VCM
206
Versant Capital Management
Arizona
$3.86K
AF
207
Allworth Financial
California
$3.46K -$70 -1 -2%
FFO
208
Fortitude Family Office
Arizona
$2.6K +$2.31K +33 New
BTI
209
Blue Trust Inc
Georgia
$2.36K -$1.82K -26 -46%
TRCT
210
Tower Research Capital (TRC)
New York
$2.13K -$629K -8,976 -100%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.57K +$1.4K +20 New
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.42K -$280 -4 -18%
UB
213
UMB Bank
Missouri
$1.42K +$1.26K +18 New
AWM
214
Avior Wealth Management
Nebraska
$1.18K +$1.05K +15 New
BIA
215
Bell Investment Advisors
California
$1.1K -$6.17K -88 -86%
SAM
216
Smartleaf Asset Management
Massachusetts
$1.08K +$981 +14 New
VNA
217
Valley National Advisers
Pennsylvania
$1K +$1.4K +20 New
FFA
218
Farther Finance Advisors
California
$789 -$70 -1 -9%
GRP
219
Global Retirement Partners
California
$787 -$841 -12 -55%
A
220
AlphaQuest
New York
$708 -$552K -7,872 -100%
CFGS
221
Concourse Financial Group Securities
Alabama
$551 +$70 +1 +17%
SIC
222
SJS Investment Consulting
Ohio
$394 -$70 -1 -17%
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$394
RIL
224
Rothschild Investment LLC
Illinois
$394 +$350 +5 New
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$315 -$1.75K -25 -86%

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.