GA
Goldstein Advisors’s MGE Energy Inc MGEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Sell |
10,408
-2,639
| -20% | -$233K | 0.12% | 63 |
|
|
2025
Q1 | $1.21M | Buy |
13,047
+96
| +0.7% | +$8.92K | 0.18% | 45 |
|
|
2024
Q4 | $1.22M | Sell |
12,951
-569
| -4% | -$53.5K | 0.18% | 46 |
|
|
2024
Q3 | $1.24M | Sell |
13,520
-55
| -0.4% | -$5.03K | 0.19% | 44 |
|
|
2024
Q2 | $1.01M | Buy |
13,575
+7
| +0.1% | +$523 | 0.17% | 48 |
|
|
2024
Q1 | $1.07M | Sell |
13,568
-65
| -0.5% | -$5.12K | 0.18% | 44 |
|
|
2023
Q4 | $986K | Sell |
13,633
-2,493
| -15% | -$180K | 0.17% | 71 |
|
|
2023
Q3 | $1.1M | Hold |
16,126
| – | – | 0.23% | 41 |
|
|
2023
Q2 | $1.28M | Sell |
16,126
-362
| -2% | -$28.6K | 0.27% | 40 |
|
|
2023
Q1 | $1.28M | Sell |
16,488
-3,718
| -18% | -$289K | 0.28% | 41 |
|
|
2022
Q4 | $1.42M | Buy |
+20,206
| New | +$1.42M | 0.34% | 38 |
|