IAG Wealth Partners’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 | $46.7K | Hold |
528
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $49.1K | Hold |
528
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $49.6K | Hold |
528
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $48.3K | Hold |
528
| – | – | 0.01% | 188 |
|
|
2024
Q2 | $39.5K | Hold |
528
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $41.6K | Hold |
528
| – | – | 0.01% | 183 |
|
|
2023
Q4 | $38.2K | Sell |
528
-250
| -32% | -$18.1K | 0.01% | 181 |
|
|
2023
Q3 | $53.3K | Hold |
778
| – | – | 0.01% | 145 |
|
|
2023
Q2 | $61.5K | Hold |
778
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $60.4K | Hold |
778
| – | – | 0.02% | 130 |
|
|
2022
Q4 | $54.8K | Hold |
778
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $51K | Hold |
778
| – | – | 0.02% | 122 |
|
|
2022
Q2 | $61K | Hold |
778
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $62K | Hold |
778
| – | – | 0.02% | 124 |
|
|
2021
Q4 | $64K | Sell |
778
-150
| -16% | -$12.3K | 0.02% | 118 |
|
|
2021
Q3 | $69K | Hold |
928
| – | – | 0.02% | 107 |
|
|
2021
Q2 | $70K | Hold |
928
| – | – | 0.03% | 99 |
|
|
2021
Q1 | $67K | Hold |
928
| – | – | 0.03% | 94 |
|
|
2020
Q4 | $65K | Hold |
928
| – | – | 0.03% | 96 |
|
|
2020
Q3 | $59K | Hold |
928
| – | – | 0.03% | 97 |
|
|
2020
Q2 | $60K | Hold |
928
| – | – | 0.03% | 97 |
|
|
2020
Q1 | $61K | Sell |
928
-115
| -11% | -$7.56K | 0.04% | 85 |
|
|
2019
Q4 | $83K | Buy |
+1,043
| New | +$83K | 0.05% | 78 |
|