CIBC Private Wealth Group’s MGE Energy Inc MGEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Buy |
937
+4
| +0.4% | +$354 | ﹤0.01% | 1477 |
|
|
2025
Q1 | $81.1K | Buy |
933
+3
| +0.3% | +$261 | ﹤0.01% | 1433 |
|
|
2024
Q4 | $84.8K | Buy |
930
+3
| +0.3% | +$274 | ﹤0.01% | 1483 |
|
|
2024
Q3 | $84.8K | Sell |
927
-1,314
| -59% | -$120K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $170K | Buy |
2,241
+3
| +0.1% | +$227 | ﹤0.01% | 1184 |
|
|
2024
Q1 | $176K | Buy |
+2,238
| New | +$176K | ﹤0.01% | 1177 |
|
|
2022
Q3 | – | Sell |
-3,843
| Closed | -$299K | – | 1082 |
|
|
2022
Q2 | $299K | Hold |
3,843
| – | – | ﹤0.01% | 798 |
|
|
2022
Q1 | $307K | Hold |
3,843
| – | – | ﹤0.01% | 836 |
|
|
2021
Q4 | $316K | Hold |
3,843
| – | – | ﹤0.01% | 864 |
|
|
2021
Q3 | $282K | Hold |
3,843
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $286K | Hold |
3,843
| – | – | ﹤0.01% | 905 |
|
|
2021
Q1 | $274K | Hold |
3,843
| – | – | ﹤0.01% | 924 |
|
|
2020
Q4 | $269K | Sell |
3,843
-130
| -3% | -$9.1K | ﹤0.01% | 889 |
|
|
2020
Q3 | $249K | Buy |
+3,973
| New | +$249K | ﹤0.01% | 812 |
|
|
2020
Q2 | – | Sell |
-3,973
| Closed | -$260K | – | 724 |
|
|
2020
Q1 | $260K | Sell |
3,973
-838
| -17% | -$54.8K | ﹤0.01% | 744 |
|
|
2019
Q4 | $379K | Hold |
4,811
| – | – | ﹤0.01% | 753 |
|
|
2019
Q3 | $384K | Buy |
4,811
+838
| +21% | +$66.9K | ﹤0.01% | 735 |
|
|
2019
Q2 | $290K | Hold |
3,973
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $270K | Hold |
3,973
| – | – | ﹤0.01% | 841 |
|
|
2018
Q4 | $238K | Hold |
3,973
| – | – | ﹤0.01% | 805 |
|
|
2018
Q3 | $254K | Hold |
3,973
| – | – | ﹤0.01% | 890 |
|
|
2018
Q2 | $250K | Hold |
3,973
| – | – | ﹤0.01% | 885 |
|
|
2018
Q1 | $223K | Hold |
3,973
| – | – | ﹤0.01% | 916 |
|
|
2017
Q4 | $251K | Hold |
3,973
| – | – | ﹤0.01% | 898 |
|
|
2017
Q3 | $257K | Buy |
+3,973
| New | +$257K | ﹤0.01% | 863 |
|