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