ERn Financial LLC’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 | $245K | Buy |
2,767
+8
| +0.3% | +$708 | 0.05% | 131 |
|
|
2025
Q1 | $256K | Buy |
2,759
+7
| +0.3% | +$651 | 0.04% | 164 |
|
|
2024
Q4 | $259K | Buy |
2,752
+7
| +0.3% | +$658 | 0.04% | 174 |
|
|
2024
Q3 | $251K | Buy |
2,745
+8
| +0.3% | +$731 | 0.04% | 168 |
|
|
2024
Q2 | $205K | Sell |
2,737
-496
| -15% | -$37.1K | 0.03% | 174 |
|
|
2024
Q1 | $255K | Buy |
3,233
+113
| +4% | +$8.9K | 0.04% | 161 |
|
|
2023
Q4 | $217K | Buy |
3,120
+12
| +0.4% | +$835 | 0.04% | 165 |
|
|
2023
Q3 | $213K | Hold |
3,108
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $246K | Buy |
3,108
+11
| +0.4% | +$870 | 0.05% | 158 |
|
|
2023
Q1 | $241K | Buy |
3,097
+11
| +0.4% | +$854 | 0.05% | 158 |
|
|
2022
Q4 | $217K | Buy |
+3,086
| New | +$217K | 0.05% | 167 |
|
|
2022
Q3 | – | Sell |
-2,992
| Closed | -$233K | – | 169 |
|
|
2022
Q2 | $233K | Buy |
2,992
+10
| +0.3% | +$779 | 0.06% | 151 |
|
|
2022
Q1 | $238K | Buy |
+2,982
| New | +$238K | 0.05% | 154 |
|