EverSource Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Buy |
300
+8
| +3% | +$708 | ﹤0.01% | 2068 |
|
|
2025
Q1 | $27.1K | Buy |
292
+72
| +33% | +$6.69K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $20.7K | Buy |
220
+13
| +6% | +$1.22K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $18.9K | Hold |
207
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q2 | $18.2K | Buy |
207
+141
| +214% | +$12.4K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $5.17K | Buy |
66
+59
| +843% | +$4.62K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $506 | Buy |
+7
| New | +$506 | ﹤0.01% | 2522 |
|
|
2023
Q3 | – | Sell |
-326
| Closed | -$25.8K | – | 2608 |
|
|
2023
Q2 | $25.8K | Buy |
326
+320
| +5,333% | +$25.3K | ﹤0.01% | 1053 |
|
|
2023
Q1 | $466 | Buy |
+6
| New | +$466 | ﹤0.01% | 2240 |
|
|
2022
Q4 | – | Sell |
-1,291
| Closed | -$85K | – | 2378 |
|
|
2022
Q3 | $85K | Buy |
1,291
+300
| +30% | +$19.8K | 0.02% | 476 |
|
|
2022
Q2 | $77K | Buy |
+991
| New | +$77K | 0.02% | 458 |
|