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MGE Energy Inc

267 hedge funds and large institutions have $2.02B invested in MGE Energy Inc in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

22% more capital invested

Capital invested by funds: $1.65B → $2.02B (+$371M)

12% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 84

5% more funds holding

Funds holding: 255267 (+12)

0.08% more ownership

Funds ownership: 61.17%61.25% (+0.08%)

Holders
267
Holders Change
+12
Holders Change %
+4.71%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
94
Reduced
84
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$533M +$3.18M +37,146 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M +$3.97M +46,489 +1%
State Street
3
State Street
Massachusetts
$134M +$624K +7,294 +0.5%
Victory Capital Management
4
Victory Capital Management
Texas
$114M -$9.38M -109,722 -8%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$87.9M +$2.32M +27,141 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$79M +$496K +5,796 +0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$70.2M -$1.37M -16,009 -2%
Charles Schwab
8
Charles Schwab
California
$38.9M +$738K +8,629 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$37.9M -$2.57M -30,084 -7%
Morgan Stanley
10
Morgan Stanley
New York
$33.7M +$3.64M +42,630 +13%
Northern Trust
11
Northern Trust
Illinois
$33.7M -$200K -2,344 -0.6%
SAM
12
Silvercrest Asset Management
New York
$32.1M -$363K -4,245 -1%
GF
13
Gabelli Funds
New York
$25.4M -$539K -6,300 -2%
Goldman Sachs
14
Goldman Sachs
New York
$22M +$812K +9,492 +4%
N
15
Nuveen
North Carolina
$20.8M +$479K +5,605 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$19.6M -$661K -7,729 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$16.8M -$1.21M -14,098 -7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$11.8M +$11M +128,650 New
STCG
19
Speece Thorson Capital Group
Minnesota
$10.2M -$18.1K -212 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$10.1M +$702K +8,214 +8%
Invesco
21
Invesco
Georgia
$9.81M -$2.06M -24,067 -18%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$8.31M +$8.89K +104 +0.1%
Jane Street
23
Jane Street
New York
$7.19M -$5.65M -66,098 -46%
Public Sector Pension Investment Board (PSP Investments)
24
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.02M -$239K -2,800 -4%
Bank of America
25
Bank of America
North Carolina
$6.66M -$514K -6,006 -8%

MGEE Hedge Fund Activity: Q3 2024 in Review

267 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MGE Energy Inc (MGEE) for Q3 2024, worth a combined $2.02B — up 22% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MGEE positions and 19 closed out — a net gain of 14 holders — while 94 added to existing stakes and 84 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $11M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 267 institutional investors held MGE Energy Inc (MGEE) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $2.02B of MGE Energy Inc stock for Q3 2024, up 22% quarter-over-quarter.
  • 33 funds opened new MGE Energy Inc positions in Q3 2024 and 19 closed out, a net change of +14 holders.
  • The largest MGE Energy Inc buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $11M added.
  • The largest MGE Energy Inc seller in Q3 2024 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q3 2024.