AE Wealth Management’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,004
| Closed | -$394K | – | 1659 |
|
|
2023
Q4 | $394K | Buy |
6,004
+72
| +1% | +$4.73K | ﹤0.01% | 1574 |
|
|
2023
Q3 | $406K | Sell |
5,932
-28
| -0.5% | -$1.92K | ﹤0.01% | 1486 |
|
|
2023
Q2 | $471K | Buy |
5,960
+5
| +0.1% | +$396 | ﹤0.01% | 1426 |
|
|
2023
Q1 | $463K | Buy |
5,955
+145
| +2% | +$11.3K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $409K | Buy |
5,810
+20
| +0.3% | +$1.41K | ﹤0.01% | 1382 |
|
|
2022
Q3 | $380K | Buy |
5,790
+1,712
| +42% | +$112K | ﹤0.01% | 1374 |
|
|
2022
Q2 | $317K | Buy |
4,078
+400
| +11% | +$31.1K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $293K | Buy |
3,678
+860
| +31% | +$68.5K | ﹤0.01% | 1421 |
|
|
2021
Q4 | $232K | Buy |
+2,818
| New | +$232K | ﹤0.01% | 1548 |
|
|
2021
Q1 | – | Sell |
-7,050
| Closed | -$494K | – | 1517 |
|
|
2020
Q4 | $494K | Buy |
+7,050
| New | +$494K | 0.01% | 963 |
|