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MGE Energy Inc
MGEE

Overview Fund Activity

228 hedge funds and large institutions have $1.39B invested in MGE Energy Inc in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 80 increasing their positions, 66 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+28
Holders Change %
+14%
% of All Funds
3.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
80
Reduced
66
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
BlackRock
BlackRock
New York
$217M
3
Millennium Management
Millennium Management
New York
$8.21M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$6.27M
5
STCG
Speece Thorson Capital Group
Minnesota
$6.15M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$398K
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$148M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.4M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$1.86M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$536K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$302M +$625K +8,643 +0.2%
BlackRock
2
BlackRock
New York
$217M +$10M +138,399 +5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$148M -$35M -484,142 -19%
Victory Capital Management
4
Victory Capital Management
Texas
$88.9M +$4.35M +60,190 +5%
State Street
5
State Street
Massachusetts
$73.1M +$3.21M +44,405 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$58M +$2.8M +38,718 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$54.9M +$512K +7,085 +0.9%
Morgan Stanley
8
Morgan Stanley
New York
$31.5M +$19.3M +266,937 +158%
Northern Trust
9
Northern Trust
Illinois
$31.1M +$514K +7,108 +2%
GF
10
Gabelli Funds
New York
$28M -$145K -2,000 -0.5%
Charles Schwab
11
Charles Schwab
California
$27.4M +$401K +5,544 +1%
SAM
12
Silvercrest Asset Management
New York
$27.2M -$355K -4,913 -1%
Goldman Sachs
13
Goldman Sachs
New York
$25.1M +$783K +10,822 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$22.6M +$2.45M +33,833 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.9M +$1.03M +14,247 +5%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$14.4M -$4.65M -64,341 -24%
Legal & General Group
17
Legal & General Group
United Kingdom
$11.7M +$1.36M +18,774 +13%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$8.74M +$5.45M +75,383 +166%
Millennium Management
19
Millennium Management
New York
$8.21M +$8.21M +113,513 New
Bank of America
20
Bank of America
North Carolina
$6.4M +$2M +27,631 +45%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$6.27M +$6.27M +86,717 New
STCG
22
Speece Thorson Capital Group
Minnesota
$6.15M +$6.15M +84,985 New
UBS Group
23
UBS Group
Switzerland
$5.88M +$1.79M +24,746 +44%
Jane Street
24
Jane Street
New York
$5.22M +$4.97M +68,783 +1,982%
Swiss National Bank
25
Swiss National Bank
Switzerland
$5.16M -$593K -8,200 -10%
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