Charles Schwab’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
$37.7M Sell
426,737
-591
-0.1% -$52.3K 0.01% 1272
2025
Q1
$39.7M Sell
427,328
-5,549
-1% -$516K 0.01% 1222
2024
Q4
$40.7M Buy
432,877
+7,416
+2% +$697K 0.01% 1272
2024
Q3
$38.9M Buy
425,461
+8,629
+2% +$789K 0.01% 1290
2024
Q2
$31.1M Buy
416,832
+22,701
+6% +$1.7M 0.01% 1385
2024
Q1
$31M Buy
394,131
+15,191
+4% +$1.2M 0.01% 1337
2023
Q4
$27.4M Buy
378,940
+5,544
+1% +$401K 0.01% 1391
2023
Q3
$25.6M Buy
373,396
+4,692
+1% +$321K 0.01% 1347
2023
Q2
$29.2M Buy
368,704
+11,856
+3% +$938K 0.01% 1232
2023
Q1
$27.7M Buy
356,848
+1,100
+0.3% +$85.4K 0.01% 1219
2022
Q4
$25M Buy
355,748
+7,506
+2% +$528K 0.01% 1274
2022
Q3
$22.9M Buy
348,242
+8,422
+2% +$553K 0.01% 1269
2022
Q2
$26.4M Buy
339,820
+999
+0.3% +$77.8K 0.01% 1189
2022
Q1
$27M Buy
338,821
+10,699
+3% +$854K 0.01% 1309
2021
Q4
$27M Buy
328,122
+9,653
+3% +$794K 0.01% 1348
2021
Q3
$23.4M Buy
318,469
+5,800
+2% +$426K 0.01% 1440
2021
Q2
$23.3M Buy
312,669
+10,703
+4% +$797K 0.01% 1467
2021
Q1
$21.6M Buy
301,966
+10,276
+4% +$734K 0.01% 1474
2020
Q4
$20.4M Buy
291,690
+3,785
+1% +$265K 0.01% 1393
2020
Q3
$18M Sell
287,905
-2,088
-0.7% -$131K 0.01% 1275
2020
Q2
$18.7M Buy
289,993
+4,529
+2% +$292K 0.01% 1230
2020
Q1
$18.7M Buy
285,464
+7,511
+3% +$492K 0.01% 1059
2019
Q4
$21.9M Buy
277,953
+4,420
+2% +$348K 0.01% 1143
2019
Q3
$21.8M Buy
273,533
+5,621
+2% +$449K 0.01% 1082
2019
Q2
$19.6M Sell
267,912
-2,419
-0.9% -$177K 0.01% 1151
2019
Q1
$18.4M Buy
270,331
+10,201
+4% +$693K 0.01% 1166
2018
Q4
$15.6M Sell
260,130
-1,044
-0.4% -$62.6K 0.01% 1148
2018
Q3
$16.7M Buy
261,174
+12,601
+5% +$805K 0.01% 1270
2018
Q2
$15.7M Buy
248,573
+16,055
+7% +$1.01M 0.01% 1268
2018
Q1
$13M Buy
232,518
+15,802
+7% +$887K 0.01% 1303
2017
Q4
$13.7M Buy
216,716
+8,948
+4% +$565K 0.01% 1265
2017
Q3
$13.4M Buy
207,768
+12,328
+6% +$796K 0.01% 1195
2017
Q2
$12.6M Buy
195,440
+3,017
+2% +$194K 0.01% 1191
2017
Q1
$12.5M Buy
192,423
+12,144
+7% +$789K 0.01% 1151
2016
Q4
$11.8M Buy
180,279
+5,549
+3% +$362K 0.01% 1136
2016
Q3
$9.87M Buy
174,730
+8,302
+5% +$469K 0.01% 1172
2016
Q2
$9.41M Buy
166,428
+912
+0.6% +$51.5K 0.01% 1114
2016
Q1
$8.65M Buy
165,516
+5,953
+4% +$311K 0.01% 1134
2015
Q4
$7.4M Buy
159,563
+8,909
+6% +$413K 0.01% 1231
2015
Q3
$6.21M Buy
150,654
+8,079
+6% +$333K 0.01% 1327
2015
Q2
$5.52M Buy
142,575
+6,502
+5% +$252K 0.01% 1482
2015
Q1
$6.03M Buy
136,073
+17,869
+15% +$792K 0.01% 1380
2014
Q4
$5.39M Buy
118,204
+587
+0.5% +$26.8K 0.01% 1388
2014
Q3
$4.38M Buy
117,617
+4,772
+4% +$178K 0.01% 1480
2014
Q2
$4.46M Buy
112,845
+2,051
+2% +$81K 0.01% 1496
2014
Q1
$4.35M Buy
110,794
+5,032
+5% +$197K 0.01% 1445
2013
Q4
$4.08M Sell
105,762
-21,890
-17% -$845K 0.01% 1425
2013
Q3
$4.66M Sell
127,652
-987
-0.8% -$36K 0.01% 1241
2013
Q2
$4.66M Buy
+128,639
New +$4.66M 0.01% 1118