Dimensional Fund 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 | $64M | Sell |
723,339
-16,465
| -2% | -$1.46M | 0.01% | 1352 |
|
|
2025
Q1 | $68.8M | Sell |
739,804
-29,808
| -4% | -$2.77M | 0.02% | 1266 |
|
|
2024
Q4 | $72.3M | Buy |
769,612
+2,225
| +0.3% | +$209K | 0.02% | 1285 |
|
|
2024
Q3 | $70.2M | Sell |
767,387
-16,009
| -2% | -$1.46M | 0.02% | 1288 |
|
|
2024
Q2 | $58.5M | Buy |
783,396
+20,533
| +3% | +$1.53M | 0.02% | 1356 |
|
|
2024
Q1 | $60.1M | Buy |
762,863
+3,819
| +0.5% | +$301K | 0.02% | 1339 |
|
|
2023
Q4 | $54.9M | Buy |
759,044
+7,085
| +0.9% | +$512K | 0.02% | 1372 |
|
|
2023
Q3 | $51.5M | Sell |
751,959
-2,163
| -0.3% | -$148K | 0.02% | 1322 |
|
|
2023
Q2 | $59.7M | Buy |
754,122
+2,812
| +0.4% | +$222K | 0.02% | 1231 |
|
|
2023
Q1 | $58.4M | Buy |
751,310
+4,002
| +0.5% | +$311K | 0.02% | 1208 |
|
|
2022
Q4 | $52.6K | Sell |
747,308
-1,203
| -0.2% | -$85 | 0.02% | 1272 |
|
|
2022
Q3 | $49.1M | Buy |
748,511
+3,412
| +0.5% | +$224K | 0.02% | 1238 |
|
|
2022
Q2 | $58M | Buy |
745,099
+253
| +0% | +$19.7K | 0.02% | 1170 |
|
|
2022
Q1 | $59.4M | Buy |
744,846
+12,427
| +2% | +$992K | 0.02% | 1266 |
|
|
2021
Q4 | $60.2M | Sell |
732,419
-6,435
| -0.9% | -$529K | 0.02% | 1280 |
|
|
2021
Q3 | $54.3M | Sell |
738,854
-4,203
| -0.6% | -$309K | 0.02% | 1344 |
|
|
2021
Q2 | $55.3M | Sell |
743,057
-37,244
| -5% | -$2.77M | 0.02% | 1358 |
|
|
2021
Q1 | $55.8M | Sell |
780,301
-31,082
| -4% | -$2.22M | 0.02% | 1354 |
|
|
2020
Q4 | $56.8M | Sell |
811,383
-18,278
| -2% | -$1.28M | 0.02% | 1265 |
|
|
2020
Q3 | $52M | Sell |
829,661
-28,766
| -3% | -$1.8M | 0.02% | 1168 |
|
|
2020
Q2 | $55.4M | Sell |
858,427
-23,994
| -3% | -$1.55M | 0.02% | 1120 |
|
|
2020
Q1 | $57.8M | Sell |
882,421
-728
| -0.1% | -$47.7K | 0.03% | 891 |
|
|
2019
Q4 | $69.6M | Sell |
883,149
-17,302
| -2% | -$1.36M | 0.03% | 1094 |
|
|
2019
Q3 | $71.9M | Sell |
900,451
-4,265
| -0.5% | -$341K | 0.03% | 995 |
|
|
2019
Q2 | $66.1M | Sell |
904,716
-9,416
| -1% | -$688K | 0.03% | 1114 |
|
|
2019
Q1 | $62.1M | Buy |
914,132
+3,520
| +0.4% | +$239K | 0.02% | 1157 |
|
|
2018
Q4 | $54.6M | Buy |
910,612
+5,457
| +0.6% | +$327K | 0.02% | 1136 |
|
|
2018
Q3 | $57.8M | Buy |
905,155
+2,451
| +0.3% | +$156K | 0.02% | 1309 |
|
|
2018
Q2 | $56.9M | Buy |
902,704
+166
| +0% | +$10.5K | 0.02% | 1277 |
|
|
2018
Q1 | $50.6M | Buy |
902,538
+6,746
| +0.8% | +$378K | 0.02% | 1333 |
|
|
2017
Q4 | $56.5M | Sell |
895,792
-1,660
| -0.2% | -$105K | 0.02% | 1219 |
|
|
2017
Q3 | $58M | Sell |
897,452
-1,747
| -0.2% | -$113K | 0.03% | 1122 |
|
|
2017
Q2 | $57.9M | Sell |
899,199
-20,168
| -2% | -$1.3M | 0.03% | 1060 |
|
|
2017
Q1 | $59.8M | Sell |
919,367
-32,401
| -3% | -$2.11M | 0.03% | 975 |
|
|
2016
Q4 | $62.2M | Sell |
951,768
-68,920
| -7% | -$4.5M | 0.03% | 884 |
|
|
2016
Q3 | $57.7M | Sell |
1,020,688
-648
| -0.1% | -$36.6K | 0.03% | 893 |
|
|
2016
Q2 | $57.7M | Buy |
1,021,336
+19,147
| +2% | +$1.08M | 0.03% | 819 |
|
|
2016
Q1 | $52.4M | Buy |
1,002,189
+62,962
| +7% | +$3.29M | 0.03% | 875 |
|
|
2015
Q4 | $43.6M | Buy |
939,227
+24,164
| +3% | +$1.12M | 0.03% | 995 |
|
|
2015
Q3 | $37.7M | Buy |
915,063
+20,778
| +2% | +$856K | 0.02% | 1088 |
|
|
2015
Q2 | $34.6M | Buy |
894,285
+19,031
| +2% | +$737K | 0.02% | 1277 |
|
|
2015
Q1 | $38.8M | Buy |
875,254
+38,717
| +5% | +$1.72M | 0.02% | 1100 |
|
|
2014
Q4 | $38.2M | Buy |
836,537
+28,106
| +3% | +$1.28M | 0.03% | 1048 |
|
|
2014
Q3 | $30.1M | Buy |
808,431
+18,650
| +2% | +$695K | 0.02% | 1157 |
|
|
2014
Q2 | $31.2M | Buy |
789,781
+33,784
| +4% | +$1.33M | 0.02% | 1164 |
|
|
2014
Q1 | $29.7M | Buy |
755,997
+13,776
| +2% | +$540K | 0.02% | 1136 |
|
|
2013
Q4 | $28.7M | Buy |
742,221
+3,840
| +0.5% | +$148K | 0.02% | 1122 |
|
|
2013
Q3 | $26.9M | Buy |
738,381
+4,263
| +0.6% | +$155K | 0.02% | 1068 |
|
|
2013
Q2 | $26.8M | Buy |
+734,118
| New | +$26.8M | 0.03% | 953 |
|