Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mge Energy Inc (MGEE)

314 + Investors. Track Smart Money conviction in MGEE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — MGEE

Based on 316 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added MGEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
316 hedge funds hold MGEE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

153 buying144 selling
Last quarter: 153 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 33 → 45 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 16% new
193 out of 316 hedge funds have held MGEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

43 → 25 → 33 → 45 → 48 new funds/Q
New funds entering each quarter: 25 → 33 → 45 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 318 current holders: 206 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
47 of 316 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MGEE

In 2026 Q1, 153 hedge funds were net buyers of MGEE (48 opened a new position, 105 added to an existing one), while 144 reduced or exited (103 trimmed, 41 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in MGEE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 316.

Hedge Fund Ownership: MGEE

How many hedge funds hold MGEE — quarterly history vs. share price
Quarterly hedge fund ownership of MGEE vs. share price

Market Analysis: MGEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MGEE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Mge Energy Inc (MGEE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MGEE has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
MGEE
nan%
XLU
nan%

MGEE outperformed XLU by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
MGEE
nan%
XLU
nan%

Since the filing became public, MGEE outperformed XLU by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MGEE
314 + Investors

Track Smart Money conviction in MGEE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 314 309 1.62%
13F Shares 22M 22M -0.31%
Total Value $1.66B $1.71B -3.16%
New Positions 47 45 +2
Increased Positions 104 91 +13
Closed Positions 42 35 +7
Reduced Positions 103 112 -9
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: MGEE

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Short % of Float --

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Institutional Holders (2026 Q1)

314 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MGEE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MGEE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Speece Thorson Capital Group Inc 3.34% 189,547 $14.7M
2 Park Capital Management, LLC / WI 1.01% 13,479 $1.0M
3 Walleye Partners, LLC 0.63% 6,668 $515K
4 VARCOV Co. 0.48% 16,770 $1.3M
5 Deprince Race & Zollo Inc 0.40% 277,117 $21.4M
6 Madison Wealth Partners, Inc 0.39% 31,731 $2.5M
7 MBE Wealth Management, LLC 0.32% 9,905 $766K
8 Fieldview Capital Management, LLC 0.32% 14,066 $1.1M
9 Wisconsin Wealth Advisors, LLC 0.27% 3,601 $278K
10 ICW Investment Advisors LLC 0.25% 8,982 $694K
11 Tower View Wealth Management LLC 0.17% 4,371 $338K
12 GuidedMoney, LLC 0.15% 3,640 $281K
13 Gabelli Funds LLC 0.14% 271,200 $21.0M
14 Silvercrest Asset Management Group LLC 0.12% 221,263 $17.1M
15 American State Bank (Iowa) 0.12% 1,800 $126K
16 Smith Thornton Advisors LLC 0.11% 2,835 $219K
17 EntryPoint Capital, LLC 0.11% 4,660 $360K
18 Inceptionr LLC 0.10% 5,614 $434K
19 Dark Forest Capital Management LP 0.09% 13,833 $1.1M
20 Quantbot Technologies LP 0.09% 28,868 $2.2M
21 Goldstein Advisors, LLC 0.09% 10,369 $801K
22 MJT & Associates Financial Advisory Group, Inc. 0.09% 1,500 $116K
23 Occudo Quantitative Strategies LP 0.08% 18,302 $1.5M
24 KLCM Advisors, Inc. 0.08% 12,225 $945K
25 FORM Wealth Advisors, LLC 0.08% 8,558 $661K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mge Energy Inc (MGEE)

What does the Smart Money Trend signal show for MGEE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added MGEE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MGEE?

Slight buying edge — 52% buying: Last quarter: 153 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MGEE holders?

Strong quality — 35% AUM from major funds: 47 of 316 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MGEE?

61% of holders stayed for 2+ years: 193 out of 316 hedge funds have held MGEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Mge Energy Inc (MGEE) following the 2026 Q1 hedge fund 13F filings?

As of today, MGEE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLU sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MGEE has gained nan% vs nan% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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