HM Payson & Co’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
Q1 | $82.2K | Hold |
884
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $83.1K | Hold |
884
| – | – | ﹤0.01% | 560 |
|
|
2024
Q3 | $80.8K | Hold |
884
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $66.1K | Sell |
884
-284
| -24% | -$21.2K | ﹤0.01% | 557 |
|
|
2024
Q1 | $91.9K | Sell |
1,168
-534
| -31% | -$42K | ﹤0.01% | 515 |
|
|
2023
Q4 | $123K | Buy |
1,702
+598
| +54% | +$43.2K | ﹤0.01% | 465 |
|
|
2023
Q3 | $75.6K | Hold |
1,104
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $87.3K | Sell |
1,104
-505
| -31% | -$40K | ﹤0.01% | 501 |
|
|
2023
Q1 | $125K | Hold |
1,609
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $113K | Hold |
1,609
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $106K | Hold |
1,609
| – | – | ﹤0.01% | 460 |
|
|
2022
Q2 | $125K | Hold |
1,609
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $128K | Hold |
1,609
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $132K | Hold |
1,609
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $118K | Hold |
1,609
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $120K | Sell |
1,609
-587
| -27% | -$43.8K | ﹤0.01% | 450 |
|
|
2021
Q1 | $157K | Sell |
2,196
-80
| -4% | -$5.72K | ﹤0.01% | 426 |
|
|
2020
Q4 | $159K | Sell |
2,276
-85
| -4% | -$5.94K | ﹤0.01% | 422 |
|
|
2020
Q3 | $148K | Hold |
2,361
| – | – | ﹤0.01% | 402 |
|
|
2020
Q2 | $152K | Hold |
2,361
| – | – | 0.01% | 382 |
|
|
2020
Q1 | $155K | Hold |
2,361
| – | – | 0.01% | 355 |
|
|
2019
Q4 | $186K | Hold |
2,361
| – | – | 0.01% | 399 |
|
|
2019
Q3 | $189K | Hold |
2,361
| – | – | 0.01% | 392 |
|
|
2019
Q2 | $173K | Buy |
+2,361
| New | +$173K | 0.01% | 416 |
|