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 |
|