Annex Advisory Services’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
3,245
-166
| -5% | -$14.7K | 0.01% | 258 |
|
|
2025
Q1 | $317K | Buy |
3,411
+7
| +0.2% | +$651 | 0.01% | 244 |
|
|
2024
Q4 | $320K | Buy |
+3,404
| New | +$320K | 0.01% | 247 |
|
|
2017
Q4 | – | Sell |
-3,266
| Closed | -$211K | – | 129 |
|
|
2017
Q3 | $211K | Buy |
3,266
+3
| +0.1% | +$194 | 0.04% | 115 |
|
|
2017
Q2 | $210K | Sell |
3,263
-369
| -10% | -$23.7K | 0.05% | 116 |
|
|
2017
Q1 | $236K | Buy |
3,632
+3
| +0.1% | +$195 | 0.06% | 107 |
|
|
2016
Q4 | $237K | Buy |
3,629
+3
| +0.1% | +$196 | 0.06% | 98 |
|
|
2016
Q3 | $205K | Buy |
3,626
+3
| +0.1% | +$170 | 0.05% | 102 |
|
|
2016
Q2 | $205K | Buy |
+3,623
| New | +$205K | 0.06% | 103 |
|