CWS Financial Advisors’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 | $228K | Buy |
2,577
+3
| +0.1% | +$265 | 0.07% | 125 |
|
|
2025
Q1 | $239K | Buy |
2,574
+7
| +0.3% | +$651 | 0.08% | 119 |
|
|
2024
Q4 | $241K | Buy |
2,567
+7
| +0.3% | +$658 | 0.08% | 112 |
|
|
2024
Q3 | $234K | Buy |
+2,560
| New | +$234K | 0.08% | 107 |
|
|
2024
Q2 | – | Sell |
-2,550
| Closed | -$201K | – | 110 |
|
|
2024
Q1 | $201K | Buy |
+2,550
| New | +$201K | 0.08% | 104 |
|
|
2023
Q3 | – | Sell |
-2,541
| Closed | -$201K | – | 177 |
|
|
2023
Q2 | $201K | Buy |
+2,541
| New | +$201K | 0.08% | 145 |
|
|
2022
Q3 | – | Sell |
-2,636
| Closed | -$205K | – | 158 |
|
|
2022
Q2 | $205K | Buy |
2,636
+3
| +0.1% | +$233 | 0.09% | 139 |
|
|
2022
Q1 | $210K | Buy |
2,633
+2
| +0.1% | +$160 | 0.08% | 144 |
|
|
2021
Q4 | $216K | Buy |
+2,631
| New | +$216K | 0.08% | 144 |
|
|
2020
Q2 | – | Sell |
-2,581
| Closed | -$203K | – | 128 |
|
|
2020
Q1 | $203K | Hold |
2,581
| – | – | 0.15% | 120 |
|
|
2019
Q4 | $203K | Buy |
+2,581
| New | +$203K | 0.15% | 120 |
|