CAPTRUST Financial Advisors’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 |
-2,284
| Closed | -$215K | – | 2417 |
|
|
2024
Q4 | $215K | Buy |
2,284
+58
| +3% | +$5.45K | ﹤0.01% | 2104 |
|
|
2024
Q3 | $204K | Sell |
2,226
-1,728
| -44% | -$158K | ﹤0.01% | 2126 |
|
|
2024
Q2 | $295K | Buy |
3,954
+27
| +0.7% | +$2.02K | ﹤0.01% | 1825 |
|
|
2024
Q1 | $309K | Buy |
3,927
+132
| +3% | +$10.4K | ﹤0.01% | 1758 |
|
|
2023
Q4 | $274K | Sell |
3,795
-176
| -4% | -$12.7K | ﹤0.01% | 2174 |
|
|
2023
Q3 | $272K | Buy |
+3,971
| New | +$272K | ﹤0.01% | 2058 |
|
|
2022
Q3 | – | Sell |
-913
| Closed | -$71K | – | 3238 |
|
|
2022
Q2 | $71K | Buy |
913
+117
| +15% | +$9.1K | ﹤0.01% | 2470 |
|
|
2022
Q1 | $64K | Sell |
796
-49
| -6% | -$3.94K | ﹤0.01% | 2607 |
|
|
2021
Q4 | $70K | Buy |
845
+12
| +1% | +$994 | ﹤0.01% | 2413 |
|
|
2021
Q3 | $61K | Sell |
833
-77
| -8% | -$5.64K | ﹤0.01% | 2452 |
|
|
2021
Q2 | $68K | Sell |
910
-23
| -2% | -$1.72K | ﹤0.01% | 2312 |
|
|
2021
Q1 | $67K | Buy |
+933
| New | +$67K | ﹤0.01% | 2234 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1977 |
|
|
2019
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1752 |
|