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MGE Energy Inc

201 hedge funds and large institutions have $1.32B invested in MGE Energy Inc in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 198201 (+3)

0.89% less ownership

Funds ownership: 54.08%53.19% (-0.89%)

5% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 64

15% less capital invested

Capital invested by funds: $1.55B → $1.32B (-$229M)

Holders
201
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
61
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$286M -$200K -2,635 -0.1%
BlackRock
2
BlackRock
New York
$196M +$3.02M +39,802 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$173M -$10.7M -140,572 -5%
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M +$3.73M +49,220 +4%
State Street
5
State Street
Massachusetts
$66.3M -$266K -3,502 -0.4%
First Trust Advisors
6
First Trust Advisors
Illinois
$63.3M -$337K -4,447 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$52.3M +$2.12M +27,965 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$51.5M -$164K -2,163 -0.3%
Northern Trust
9
Northern Trust
Illinois
$29M -$427K -5,632 -1%
GF
10
Gabelli Funds
New York
$26.7M -$569K -7,500 -2%
SAM
11
Silvercrest Asset Management
New York
$26.1M -$180K -2,379 -0.6%
Charles Schwab
12
Charles Schwab
California
$25.6M +$356K +4,692 +1%
Goldman Sachs
13
Goldman Sachs
New York
$23M -$7.37M -97,174 -22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.8M +$254K +3,353 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$19.1M -$958K -12,636 -4%
N
16
Nuveen
North Carolina
$18.1M -$3.5M -46,165 -15%
Morgan Stanley
17
Morgan Stanley
New York
$11.6M -$942K -12,424 -7%
Legal & General Group
18
Legal & General Group
United Kingdom
$9.77M -$243K -3,210 -2%
Swiss National Bank
19
Swiss National Bank
Switzerland
$5.45M +$60.7K +800 +1%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$5.19M -$14.2M -186,871 -71%
Bank of America
21
Bank of America
North Carolina
$4.18M +$798K +10,527 +21%
Invesco
22
Invesco
Georgia
$4.17M -$237K -3,122 -5%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.09M -$71.3K -940 -2%
HI
24
Harbour Investments
Wisconsin
$4.04M +$424K +5,593 +10%
UBS Group
25
UBS Group
Switzerland
$3.88M -$238K -3,140 -5%

MGEE Hedge Fund Activity: Q3 2023 in Review

201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2023, worth a combined $1.32B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MGEE positions and 20 closed out — a net gain of 3 holders — while 61 added to existing stakes and 64 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $3.73M. The largest seller was Royal London Asset Management, cutting an estimated $14.2M.

  • 201 institutional investors held MGE Energy Inc (MGEE) as of Q3 2023, up from 198 in Q2 2023.
  • Funds reported $1.32B of MGE Energy Inc stock for Q3 2023, down 15% quarter-over-quarter.
  • 23 funds opened new MGE Energy Inc positions in Q3 2023 and 20 closed out, a net change of +3 holders.
  • The largest MGE Energy Inc buyer in Q3 2023 was Victory Capital Management, an estimated $3.73M added.
  • The largest MGE Energy Inc seller in Q3 2023 was Royal London Asset Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2023.