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MGE Energy Inc

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: 267294 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Guggenheim Capital
Illinois
$232K +$238K +2,466 New
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$225K -$193 -2 -0.1%
TSS
203
Two Sigma Securities
New York
$218K -$106K -1,101 -32%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$215K +$5.6K +58 +3%
OQS
205
Occudo Quantitative Strategies
Florida
$211K +$217K +2,246 New
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$210K +$216K +2,239 New
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$209K
TC
208
TwinBeech Capital
New York
$209K +$215K +2,221 New
YIH
209
Y-Intercept (HK)
Hong Kong
$208K +$214K +2,211 New
IP
210
Isthmus Partners
Wisconsin
$207K
BEI
211
Benjamin Edwards Inc
Missouri
$200K +$206K +2,130 New
MADFP
212
Michael A Dubis Financial Planning
Wisconsin
$200K +$205K +2,125 New
NB
213
NBT Bank
New York
$166K +$193 +2 +0.1%
EFP
214
EnRich Financial Partners
Wisconsin
$164K +$13.4K +139 +9%
FFA
215
Farther Finance Advisors
California
$160K +$163K +1,684 +7,322%
QCG
216
Quadrant Capital Group
Ohio
$144K +$3.38K +35 +2%
KBC Group
217
KBC Group
Belgium
$139K +$34.8K +360 +32%
SC
218
Steph & Co
Wisconsin
$120K
GWM
219
Geneos Wealth Management
Colorado
$106K
SAM
220
Smartleaf Asset Management
Massachusetts
$105K +$89.7K +929 +508%
IA
221
IFP Advisors
Florida
$85.5K -$483 -5 -0.6%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$84.8K +$290 +3 +0.3%
HPC
223
HM Payson & Co
Maine
$83.1K
S
224
SignatureFD
Georgia
$77.7K -$2.42K -25 -3%
AF
225
Advisornet Financial
Minnesota
$73.2K

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.