Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mge Energy Inc (MGEE)

331 + 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 317 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
317 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 — +8% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

154 buying145 selling
Last quarter: 154 funds bought or added vs 145 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 — ~49 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 33 → 45 → 49. 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 ■ 17% new
193 out of 317 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 → 26 → 33 → 45 → 49 new funds/Q
New funds entering each quarter: 26 → 33 → 45 → 49. 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.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 319 holders: 206 (65%) are 2+ year veterans, 46 entered 1–2 years ago, and 67 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
49 of 317 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in MGEE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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, 154 hedge funds were net buyers of MGEE (49 opened a new position, 105 added to an existing one), while 145 reduced or exited (103 trimmed, 42 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in MGEE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 317.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: MGEE
331 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 331 318 4.09%
13F Shares 26M 22M 21.43%
Total Value $2.13B $1.66B 28.7%
New Positions 58 49 +9
Increased Positions 141 105 +36
Closed Positions 45 41 +4
Reduced Positions 72 104 -32
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: MGEE

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Institutional Holders (2026 Q2)

331 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Speece Thorson Capital Group Inc 3.99% 228,679 $18.6M
2 Vennlight Capital Management, LP 3.75% 68,585 $5.6M
3 Zimmer Partners, LP 1.88% 1,000,000 $81.5M
4 Park Capital Management, LLC / WI 0.68% 14,238 $1.2M
5 Walleye Partners, LLC 0.62% 6,668 $544K
6 Deprince Race & Zollo Inc 0.48% 350,904 $28.6M
7 Seven Grand Managers, LLC 0.41% 125,000 $10.2M
8 Madison Wealth Partners, Inc 0.33% 31,812 $2.6M
9 Westwood Holdings Group Inc 0.33% 530,621 $43.3M
10 Yaupon Capital Management LP 0.32% 200,000 $16.3M
11 Burkehill Global Management, LP 0.29% 100,000 $8.2M
12 MBE Wealth Management, LLC 0.28% 9,918 $809K
13 Gabelli Funds LLC 0.27% 513,700 $41.9M
14 ICW Investment Advisors LLC 0.25% 8,788 $717K
15 Wisconsin Wealth Advisors, LLC 0.24% 3,420 $279K
16 Polymer Capital Management (US) LLC 0.22% 20,000 $1.6M
17 Bridgefront Capital, LLC 0.19% 8,798 $717K
18 BKM Wealth Management, LLC 0.15% 5,088 $415K
19 GuidedMoney, LLC 0.14% 3,640 $297K
20 Dark Forest Capital Management LP 0.13% 25,372 $2.1M
21 Tower View Wealth Management LLC 0.13% 3,534 $288K
22 KOM Wealth Management Group, LLC 0.12% 2,459 $200K
23 Segall Bryant & Hamill, LLC 0.12% 125,019 $10.2M
24 Occudo Quantitative Strategies LP 0.11% 25,875 $2.1M
25 Axq Capital, LP 0.11% 12,586 $1.0M
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: 154 funds bought or added vs 145 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?

Elite ownership — 60% AUM from top-100 funds: 49 of 317 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in MGEE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MGEE?

61% of holders stayed for 2+ years: 193 out of 317 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.

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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