Benjamin F. Edwards & Company’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $157K | Hold |
2,104
| – | – | ﹤0.01% | 976 |
|
|
2024
Q1 | $166K | Hold |
2,104
| – | – | ﹤0.01% | 962 |
|
|
2023
Q4 | $152K | Hold |
2,104
| – | – | ﹤0.01% | 950 |
|
|
2023
Q3 | $144K | Hold |
2,104
| – | – | 0.01% | 810 |
|
|
2023
Q2 | $166K | Hold |
2,104
| – | – | 0.01% | 779 |
|
|
2023
Q1 | $163K | Hold |
2,104
| – | – | 0.01% | 772 |
|
|
2022
Q4 | $148K | Hold |
2,104
| – | – | 0.01% | 792 |
|
|
2022
Q3 | $138K | Hold |
2,104
| – | – | 0.01% | 778 |
|
|
2022
Q2 | $164K | Hold |
2,104
| – | – | 0.01% | 721 |
|
|
2022
Q1 | $168K | Hold |
2,104
| – | – | 0.01% | 731 |
|
|
2021
Q4 | $173K | Hold |
2,104
| – | – | 0.01% | 727 |
|
|
2021
Q3 | $155K | Hold |
2,104
| – | – | 0.01% | 741 |
|
|
2021
Q2 | $157K | Hold |
2,104
| – | – | 0.01% | 719 |
|
|
2021
Q1 | $150K | Hold |
2,104
| – | – | 0.01% | 752 |
|
|
2020
Q4 | $147K | Hold |
2,104
| – | – | 0.01% | 721 |
|
|
2020
Q3 | $132K | Hold |
2,104
| – | – | 0.01% | 686 |
|
|
2020
Q2 | $136K | Sell |
2,104
-370
| -15% | -$24.2K | 0.01% | 656 |
|
|
2020
Q1 | $162K | Sell |
2,474
-174
| -7% | -$13K | 0.01% | 561 |
|
|
2019
Q4 | $209K | Buy |
2,648
+1
| +0% | +$77 | 0.01% | 583 |
|
|
2019
Q3 | $211K | Buy |
2,647
+1
| +0% | +$75 | 0.02% | 546 |
|
|
2019
Q2 | $193K | Hold |
2,646
| – | – | 0.02% | 535 |
|
|
2019
Q1 | $180K | Hold |
2,646
| – | – | 0.02% | 524 |
|
|
2018
Q4 | $159K | Hold |
2,646
| – | – | 0.02% | 536 |
|
|
2018
Q3 | $169K | Hold |
2,646
| – | – | 0.02% | 562 |
|
|
2018
Q2 | $167K | Hold |
2,646
| – | – | 0.02% | 556 |
|
|
2018
Q1 | $148K | Hold |
2,646
| – | – | 0.02% | 585 |
|
|
2017
Q4 | $167K | Buy |
2,646
+172
| +7% | +$11.2K | 0.02% | 528 |
|
|
2017
Q3 | $160K | Hold |
2,474
| – | – | 0.02% | 503 |
|
|
2017
Q2 | $159K | Hold |
2,474
| – | – | 0.02% | 480 |
|
|
2017
Q1 | $161K | Hold |
2,474
| – | – | 0.02% | 451 |
|
|
2016
Q4 | $162K | Hold |
2,474
| – | – | 0.03% | 407 |
|
|
2016
Q3 | $140K | Hold |
2,474
| – | – | 0.02% | 385 |
|
|
2016
Q2 | $140K | Hold |
2,474
| – | – | 0.03% | 358 |
|
|
2016
Q1 | $129K | Hold |
2,474
| – | – | 0.03% | 354 |
|
|
2015
Q4 | $115K | Hold |
2,474
| – | – | 0.02% | 384 |
|
|
2015
Q3 | $102K | Hold |
2,474
| – | – | 0.02% | 409 |
|
|
2015
Q2 | $96K | Hold |
2,474
| – | – | 0.02% | 468 |
|
|
2015
Q1 | $110K | Hold |
2,474
| – | – | 0.02% | 419 |
|
|
2014
Q4 | $113K | Hold |
2,474
| – | – | 0.03% | 376 |
|
|
2014
Q3 | $92K | Hold |
2,474
| – | – | 0.02% | 407 |
|
|
2014
Q2 | $98K | Hold |
2,474
| – | – | 0.02% | 388 |
|
|
2014
Q1 | $97K | Buy |
2,474
+369
| +18% | +$14.1K | 0.03% | 374 |
|
|
2013
Q4 | $81K | Hold |
2,105
| – | – | 0.03% | 375 |
|
|
2013
Q3 | $77K | Hold |
2,105
| – | – | 0.03% | 342 |
|
|
2013
Q2 | $77K | Buy |
+2,105
| New | +$77K | 0.03% | 322 |
|
Other funds holding MGEE
Benjamin F. Edwards & Company's MGEE Position: Q2 2024 in Review
Benjamin F. Edwards & Company held its MGE Energy Inc (MGEE) position steady in Q2 2024 at 2,104 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #976.
Benjamin F. Edwards & Company first reported a position in MGEE in Q2 2013 and has held it in 45 quarters since. The position peaked at $211K in Q3 2019. 255 funds tracked by Wall St. Rank hold MGEE as of Q2 2024.
- Benjamin F. Edwards & Company held 2,104 shares of MGE Energy Inc worth $157K as of Q2 2024.
- Benjamin F. Edwards & Company left its MGE Energy Inc share count unchanged in Q2 2024.
- MGE Energy Inc made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #976 holding.
- Benjamin F. Edwards & Company first reported a position in MGE Energy Inc in Q2 2013 and has held it in 45 quarters since.
- Benjamin F. Edwards & Company's MGE Energy Inc position peaked at $211K in Q3 2019.
- 255 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2024.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.