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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
BlackRock
1
BlackRock
New York
$466M +$205M +2,928,449 +98%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M +$36.3M +518,466 +12%
State Street
3
State Street
Massachusetts
$117M +$33M +471,153 +47%
Victory Capital Management
4
Victory Capital Management
Texas
$114M +$15M +213,408 +17%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$74.9M -$76.5M -1,092,519 -53%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65.1M +$1.7M +24,326 +3%
First Trust Advisors
7
First Trust Advisors
Illinois
$61.5M +$54.4M +775,745 +14,107%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$60.1M +$268K +3,819 +0.5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$33.7M +$8.82M +125,854 +42%
Charles Schwab
10
Charles Schwab
California
$31M +$1.06M +15,191 +4%
Northern Trust
11
Northern Trust
Illinois
$30.3M -$3.18M -45,325 -11%
SAM
12
Silvercrest Asset Management
New York
$25.6M -$3.58M -51,085 -14%
GF
13
Gabelli Funds
New York
$25.4M -$4.52M -64,500 -17%
Morgan Stanley
14
Morgan Stanley
New York
$24.1M -$9.08M -129,573 -30%
Goldman Sachs
15
Goldman Sachs
New York
$23.5M -$3.38M -48,305 -14%
N
16
Nuveen
North Carolina
$22.8M +$6.27M +89,477 +45%
Legal & General Group
17
Legal & General Group
United Kingdom
$17.8M +$4.53M +64,611 +40%
JP Morgan Chase
18
JP Morgan Chase
New York
$16.1M -$7.52M -107,303 -34%
Principal Financial Group
19
Principal Financial Group
Iowa
$16.1M +$14M +199,673 +4,545%
STCG
20
Speece Thorson Capital Group
Minnesota
$8.98M +$2.04M +29,158 +34%
Ameriprise
21
Ameriprise
Minnesota
$8.47M +$7.08M +100,999 +1,523%
Invesco
22
Invesco
Georgia
$7.63M +$2.31M +32,938 +51%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$7.16M +$2M +28,588 +46%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$6.02M +$3.63M +51,843 +211%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.83M +$5.19M +74,120 New

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.