Avantax 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
Q1 | – | Sell |
-8,393
| Closed | -$789K | – | 2291 |
|
|
2024
Q4 | $789K | Sell |
8,393
-1,413
| -14% | -$133K | 0.01% | 1163 |
|
|
2024
Q3 | $897K | Buy |
9,806
+191
| +2% | +$17.5K | 0.01% | 1090 |
|
|
2024
Q2 | $718K | Buy |
9,615
+144
| +2% | +$10.8K | 0.01% | 1149 |
|
|
2024
Q1 | $746K | Sell |
9,471
-1,482
| -14% | -$117K | 0.01% | 868 |
|
|
2023
Q4 | $792K | Buy |
10,953
+2,808
| +34% | +$203K | 0.01% | 805 |
|
|
2023
Q3 | $558K | Sell |
8,145
-1,262
| -13% | -$86.5K | 0.01% | 902 |
|
|
2023
Q2 | $744K | Buy |
9,407
+108
| +1% | +$8.54K | 0.01% | 792 |
|
|
2023
Q1 | $722K | Buy |
9,299
+2,166
| +30% | +$168K | 0.01% | 776 |
|
|
2022
Q4 | $502K | Buy |
+7,133
| New | +$502K | 0.01% | 865 |
|