Carson Wealth (CWM LLC)’s MGE Energy Inc MGEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
11,698
-211
| -2% | -$18.7K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $1.11M | Sell |
11,909
-1,371
| -10% | -$127K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $1.25M | Sell |
13,280
-1,037
| -7% | -$97.5K | 0.01% | 962 |
|
|
2024
Q3 | $1.31M | Sell |
14,317
-513
| -3% | -$46.9K | 0.01% | 881 |
|
|
2024
Q2 | $1.11M | Sell |
14,830
-1,343
| -8% | -$100K | 0.01% | 839 |
|
|
2024
Q1 | $1.27M | Sell |
16,173
-1,348
| -8% | -$106K | 0.01% | 766 |
|
|
2023
Q4 | $1.27M | Sell |
17,521
-1,716
| -9% | -$124K | 0.01% | 710 |
|
|
2023
Q3 | $1.32M | Sell |
19,237
-1,545
| -7% | -$106K | 0.01% | 642 |
|
|
2023
Q2 | $1.64M | Sell |
20,782
-1,118
| -5% | -$88.4K | 0.01% | 561 |
|
|
2023
Q1 | $1.7M | Buy |
21,900
+1,403
| +7% | +$109K | 0.01% | 509 |
|
|
2022
Q4 | $1.44M | Buy |
20,497
+648
| +3% | +$45.6K | 0.01% | 508 |
|
|
2022
Q3 | $1.3M | Sell |
19,849
-682
| -3% | -$44.8K | 0.01% | 490 |
|
|
2022
Q2 | $1.6M | Sell |
20,531
-1,093
| -5% | -$85.1K | 0.01% | 441 |
|
|
2022
Q1 | $1.73M | Sell |
21,624
-3,388
| -14% | -$270K | 0.01% | 431 |
|
|
2021
Q4 | $2.06M | Buy |
+25,012
| New | +$2.06M | 0.01% | 423 |
|
|
2021
Q2 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2021
Q1 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2020
Q4 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2020
Q3 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2020
Q2 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2020
Q1 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2019
Q4 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2019
Q3 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2019
Q2 | $2.04M | Hold |
27,454
| – | – | 0.02% | 419 |
|
|
2019
Q1 | $2.04M | Buy |
27,454
+26,437
| +2,600% | +$1.97M | 0.02% | 419 |
|
|
2018
Q4 | $61K | Hold |
1,017
| – | – | ﹤0.01% | 832 |
|
|
2018
Q3 | $65K | Buy |
1,017
+1,000
| +5,882% | +$63.9K | ﹤0.01% | 694 |
|
|
2018
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1549 |
|