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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
BlackRock
1
BlackRock
New York
$561M +$13.2M +137,049 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$436M +$687K +7,117 +0.2%
State Street
3
State Street
Massachusetts
$141M +$4.05M +41,913 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$110M -$7.65M -79,212 -6%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$84.2M -$6.21M -64,247 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$80.7M -$501K -5,190 -0.6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$72.3M +$215K +2,225 +0.3%
Charles Schwab
8
Charles Schwab
California
$40.7M +$716K +7,416 +2%
Northern Trust
9
Northern Trust
Illinois
$36.9M +$2.38M +24,605 +7%
Morgan Stanley
10
Morgan Stanley
New York
$34.1M -$556K -5,754 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$33.7M -$5.31M -54,978 -13%
SAM
12
Silvercrest Asset Management
New York
$31M -$1.99M -20,628 -6%
Goldman Sachs
13
Goldman Sachs
New York
$26.2M +$3.72M +38,540 +16%
GF
14
Gabelli Funds
New York
$26M -$145K -1,500 -0.5%
N
15
Nuveen
North Carolina
$19.9M -$1.54M -15,962 -7%
Legal & General Group
16
Legal & General Group
United Kingdom
$19.6M -$629K -6,511 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$18M +$730K +7,554 +4%
UBS Group
18
UBS Group
Switzerland
$14.1M +$8.87M +91,855 +158%
JP Morgan Chase
19
JP Morgan Chase
New York
$13.7M +$8.35M +86,423 +145%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$13.2M +$1.19M +12,290 +10%
Invesco
21
Invesco
Georgia
$13.1M +$3.14M +32,555 +30%
STCG
22
Speece Thorson Capital Group
Minnesota
$10.4M -$64.2K -665 -0.6%
Ameriprise
23
Ameriprise
Minnesota
$10.1M -$281K -2,914 -3%
Millennium Management
24
Millennium Management
New York
$10M +$5.91M +61,200 +135%
Citigroup
25
Citigroup
New York
$10M +$6.03M +62,434 +142%

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.