Concourse Financial Group Securities’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
Q1 | – | Sell |
-1
| Closed | -$87 | – | 4993 |
|
|
2024
Q4 | $87 | Hold |
1
| – | – | ﹤0.01% | 2211 |
|
|
2024
Q3 | $91 | Sell |
1
-6
| -86% | -$546 | ﹤0.01% | 2203 |
|
|
2024
Q2 | $523 | Hold |
7
| – | – | ﹤0.01% | 2195 |
|
|
2024
Q1 | $551 | Buy |
7
+1
| +17% | +$79 | ﹤0.01% | 2203 |
|
|
2023
Q4 | $433 | Hold |
6
| – | – | ﹤0.01% | 2191 |
|
|
2023
Q3 | $411 | Buy |
6
+2
| +50% | +$137 | ﹤0.01% | 2200 |
|
|
2023
Q2 | $316 | Buy |
+4
| New | +$316 | ﹤0.01% | 2259 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 5463 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5453 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5268 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5271 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5172 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5195 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5057 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4900 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4762 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4632 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4444 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4323 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4315 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4256 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 4039 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 4246 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 4187 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 4070 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3771 |
|