Cerity Partners’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
Q2 | $414K | Sell |
4,685
-787
| -14% | -$69.6K | ﹤0.01% | 1971 |
|
|
2025
Q1 | $509K | Sell |
5,472
-1,078
| -16% | -$100K | ﹤0.01% | 1738 |
|
|
2024
Q4 | $600K | Sell |
6,550
-504
| -7% | -$46.2K | ﹤0.01% | 1660 |
|
|
2024
Q3 | $645K | Buy |
7,054
+1,630
| +30% | +$149K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $405K | Sell |
5,424
-1,751
| -24% | -$131K | ﹤0.01% | 1647 |
|
|
2024
Q1 | $565K | Buy |
+7,175
| New | +$565K | ﹤0.01% | 1542 |
|
|
2018
Q2 | – | Sell |
-8,799
| Closed | -$494K | – | 567 |
|
|
2018
Q1 | $494K | Buy |
+8,799
| New | +$494K | 0.04% | 333 |
|