Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.3M | Sell |
418,151
-3,336
| -0.8% | -$263K | ﹤0.01% | 1460 |
|
|
2025
Q4 | $33.1M | Sell |
421,487
-5,685
| -1% | -$467K | 0.01% | 1429 |
|
|
2025
Q3 | $36M | Buy |
427,172
+435
| +0.1% | +$37.1K | 0.01% | 1363 |
|
|
2025
Q2 | $37.7M | Sell |
426,737
-591
| -0.1% | -$53.2K | 0.01% | 1272 |
|
|
2025
Q1 | $39.7M | Sell |
427,328
-5,549
| -1% | -$505K | 0.01% | 1222 |
|
|
2024
Q4 | $40.7M | Buy |
432,877
+7,416
| +2% | +$716K | 0.01% | 1272 |
|
|
2024
Q3 | $38.9M | Buy |
425,461
+8,629
| +2% | +$738K | 0.01% | 1290 |
|
|
2024
Q2 | $31.1M | Buy |
416,832
+22,701
| +6% | +$1.77M | 0.01% | 1385 |
|
|
2024
Q1 | $31M | Buy |
394,131
+15,191
| +4% | +$1.06M | 0.01% | 1338 |
|
|
2023
Q4 | $27.4M | Buy |
378,940
+5,544
| +1% | +$401K | 0.01% | 1392 |
|
|
2023
Q3 | $25.6M | Buy |
373,396
+4,692
| +1% | +$356K | 0.01% | 1348 |
|
|
2023
Q2 | $29.2M | Buy |
368,704
+11,856
| +3% | +$910K | 0.01% | 1233 |
|
|
2023
Q1 | $27.7M | Buy |
356,848
+1,100
| +0.3% | +$79.7K | 0.01% | 1220 |
|
|
2022
Q4 | $25M | Buy |
355,748
+7,506
| +2% | +$516K | 0.01% | 1275 |
|
|
2022
Q3 | $22.9M | Buy |
348,242
+8,422
| +2% | +$660K | 0.01% | 1270 |
|
|
2022
Q2 | $26.4M | Buy |
339,820
+999
| +0.3% | +$79.7K | 0.01% | 1190 |
|
|
2022
Q1 | $27M | Buy |
338,821
+10,699
| +3% | +$814K | 0.01% | 1310 |
|
|
2021
Q4 | $27M | Buy |
328,122
+9,653
| +3% | +$741K | 0.01% | 1349 |
|
|
2021
Q3 | $23.4M | Buy |
318,469
+5,800
| +2% | +$454K | 0.01% | 1441 |
|
|
2021
Q2 | $23.3M | Buy |
312,669
+10,703
| +4% | +$798K | 0.01% | 1468 |
|
|
2021
Q1 | $21.6M | Buy |
301,966
+10,276
| +4% | +$692K | 0.01% | 1475 |
|
|
2020
Q4 | $20.4M | Buy |
291,690
+3,785
| +1% | +$261K | 0.01% | 1394 |
|
|
2020
Q3 | $18M | Sell |
287,905
-2,088
| -0.7% | -$135K | 0.01% | 1276 |
|
|
2020
Q2 | $18.7M | Buy |
289,993
+4,529
| +2% | +$296K | 0.01% | 1231 |
|
|
2020
Q1 | $18.7M | Buy |
285,464
+7,511
| +3% | +$560K | 0.01% | 1060 |
|
|
2019
Q4 | $21.9M | Buy |
277,953
+4,420
| +2% | +$341K | 0.01% | 1143 |
|
|
2019
Q3 | $21.8M | Buy |
273,533
+5,621
| +2% | +$420K | 0.01% | 1083 |
|
|
2019
Q2 | $19.6M | Sell |
267,912
-2,419
| -0.9% | -$166K | 0.01% | 1152 |
|
|
2019
Q1 | $18.4M | Buy |
270,331
+10,201
| +4% | +$649K | 0.01% | 1167 |
|
|
2018
Q4 | $15.6M | Sell |
260,130
-1,044
| -0.4% | -$66.5K | 0.01% | 1149 |
|
|
2018
Q3 | $16.7M | Buy |
261,174
+12,601
| +5% | +$817K | 0.01% | 1271 |
|
|
2018
Q2 | $15.7M | Buy |
248,573
+16,055
| +7% | +$936K | 0.01% | 1269 |
|
|
2018
Q1 | $13M | Buy |
232,518
+15,802
| +7% | +$899K | 0.01% | 1304 |
|
|
2017
Q4 | $13.7M | Buy |
216,716
+8,948
| +4% | +$582K | 0.01% | 1266 |
|
|
2017
Q3 | $13.4M | Buy |
207,768
+12,328
| +6% | +$798K | 0.01% | 1196 |
|
|
2017
Q2 | $12.6M | Buy |
195,440
+3,017
| +2% | +$197K | 0.01% | 1192 |
|
|
2017
Q1 | $12.5M | Buy |
192,423
+12,144
| +7% | +$768K | 0.01% | 1151 |
|
|
2016
Q4 | $11.8M | Buy |
180,279
+5,549
| +3% | +$332K | 0.01% | 1136 |
|
|
2016
Q3 | $9.87M | Buy |
174,730
+8,302
| +5% | +$468K | 0.01% | 1172 |
|
|
2016
Q2 | $9.41M | Buy |
166,428
+912
| +0.6% | +$47.2K | 0.01% | 1114 |
|
|
2016
Q1 | $8.65M | Buy |
165,516
+5,953
| +4% | +$293K | 0.01% | 1134 |
|
|
2015
Q4 | $7.4M | Buy |
159,563
+8,909
| +6% | +$382K | 0.01% | 1231 |
|
|
2015
Q3 | $6.21M | Buy |
150,654
+8,079
| +6% | +$319K | 0.01% | 1327 |
|
|
2015
Q2 | $5.52M | Buy |
142,575
+6,502
| +5% | +$264K | 0.01% | 1482 |
|
|
2015
Q1 | $6.03M | Buy |
136,073
+17,869
| +15% | +$793K | 0.01% | 1380 |
|
|
2014
Q4 | $5.39M | Buy |
118,204
+587
| +0.5% | +$25.4K | 0.01% | 1388 |
|
|
2014
Q3 | $4.38M | Buy |
117,617
+4,772
| +4% | +$187K | 0.01% | 1480 |
|
|
2014
Q2 | $4.46M | Buy |
112,845
+2,051
| +2% | +$78.2K | 0.01% | 1496 |
|
|
2014
Q1 | $4.35M | Buy |
110,794
+5,032
| +5% | +$193K | 0.01% | 1445 |
|
|
2013
Q4 | $4.08M | Sell |
105,762
-21,890
| -17% | -$811K | 0.01% | 1425 |
|
|
2013
Q3 | $4.66M | Sell |
127,652
-987
| -0.8% | -$36.9K | 0.01% | 1241 |
|
|
2013
Q2 | $4.66M | Buy |
+128,639
| New | +$4.71M | 0.01% | 1118 |
|
Other funds holding MGEE
VPM
VCM
