ICW Investment Advisors’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 | $784K | Buy |
8,869
+110
| +1% | +$9.73K | 0.31% | 104 |
|
|
2025
Q1 | $814K | Buy |
8,759
+72
| +0.8% | +$6.69K | 0.33% | 101 |
|
|
2024
Q4 | $816K | Buy |
8,687
+29
| +0.3% | +$2.73K | 0.34% | 98 |
|
|
2024
Q3 | $792K | Buy |
8,658
+133
| +2% | +$12.2K | 0.33% | 98 |
|
|
2024
Q2 | $637K | Sell |
8,525
-43
| -0.5% | -$3.21K | 0.29% | 105 |
|
|
2024
Q1 | $674K | Buy |
8,568
+30
| +0.4% | +$2.36K | 0.3% | 101 |
|
|
2023
Q4 | $617K | Buy |
8,538
+63
| +0.7% | +$4.56K | 0.3% | 101 |
|
|
2023
Q3 | $581K | Buy |
8,475
+360
| +4% | +$24.7K | 0.31% | 99 |
|
|
2023
Q2 | $642K | Buy |
8,115
+363
| +5% | +$28.7K | 0.34% | 96 |
|
|
2023
Q1 | $602K | Buy |
7,752
+396
| +5% | +$30.8K | 0.34% | 96 |
|
|
2022
Q4 | $518K | Buy |
7,356
+227
| +3% | +$16K | 0.31% | 99 |
|
|
2022
Q3 | $468K | Buy |
7,129
+97
| +1% | +$6.37K | 0.31% | 101 |
|
|
2022
Q2 | $547K | Buy |
7,032
+34
| +0.5% | +$2.65K | 0.35% | 95 |
|
|
2022
Q1 | $558K | Buy |
6,998
+122
| +2% | +$9.73K | 0.32% | 99 |
|
|
2021
Q4 | $566K | Buy |
6,876
+640
| +10% | +$52.7K | 0.32% | 101 |
|
|
2021
Q3 | $458K | Buy |
6,236
+93
| +2% | +$6.83K | 0.3% | 102 |
|
|
2021
Q2 | $457K | Buy |
6,143
+138
| +2% | +$10.3K | 0.3% | 107 |
|
|
2021
Q1 | $429K | Buy |
6,005
+547
| +10% | +$39.1K | 0.29% | 109 |
|
|
2020
Q4 | $379K | Sell |
5,458
-296
| -5% | -$20.6K | 0.27% | 109 |
|
|
2020
Q3 | $361K | Buy |
5,754
+297
| +5% | +$18.6K | 0.27% | 108 |
|
|
2020
Q2 | $352K | Buy |
5,457
+445
| +9% | +$28.7K | 0.29% | 105 |
|
|
2020
Q1 | $328K | Buy |
5,012
+1,564
| +45% | +$102K | 0.31% | 97 |
|
|
2019
Q4 | $272K | Buy |
+3,448
| New | +$272K | 0.22% | 107 |
|