Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q2 | $2.04M | Hold |
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|
2021
Q1 | $2.04M | Hold |
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|
2020
Q4 | $2.04M | Hold |
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|
2020
Q3 | $2.04M | Hold |
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|
2020
Q2 | $2.04M | Hold |
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|
2020
Q1 | $2.04M | Hold |
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|
2019
Q4 | $2.04M | Hold |
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|
2019
Q3 | $2.04M | Hold |
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|
2019
Q2 | $2.04M | Hold |
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|
2019
Q1 | $2.04M | Buy |
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|
2018
Q4 | $61K | Hold |
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|
2018
Q3 | $65K | Buy |
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|
2018
Q2 | $1K | Buy |
|