IFP Advisors’s MGE Energy Inc MGEE Stock Holding History

IFP Advisors’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$83K	Buy	938 +33	+4%	+$2.92K	﹤0.01%	1753
2025 Q1	$84.1K	Buy	905 +5	+0.6%	+$465	﹤0.01%	1624
2024 Q4	$85.5K	Sell	900 -5	-0.6%	-$475	﹤0.01%	1549
2024 Q3	$82.8K	Hold	905	–	–	﹤0.01%	1491
2024 Q2	$67.6K	Hold	905	–	–	﹤0.01%	1537
2024 Q1	$71.2K	Hold	905	–	–	﹤0.01%	1443
2023 Q4	$65.4K	Hold	905	–	–	﹤0.01%	1434
2023 Q3	$62K	Hold	905	–	–	﹤0.01%	1464
2023 Q2	$71.6K	Hold	905	–	–	﹤0.01%	1466
2023 Q1	$53.1K	Hold	905	–	–	﹤0.01%	1545
2022 Q4	$53K	Hold	905	–	–	﹤0.01%	2201
2022 Q3	$53K	Hold	905	–	–	﹤0.01%	2321
2022 Q2	$53K	Hold	905	–	–	﹤0.01%	2127
2022 Q1	$53K	Hold	905	–	–	﹤0.01%	2127
2021 Q4	$74K	Hold	905	–	–	﹤0.01%	1373
2021 Q3	$67K	Hold	905	–	–	﹤0.01%	1419
2021 Q2	$67K	Hold	905	–	–	﹤0.01%	1396
2021 Q1	$65K	Hold	905	–	–	﹤0.01%	1345
2020 Q4	$63K	Sell	905 -295	-25%	-$20.5K	﹤0.01%	1340
2020 Q3	$75K	Sell	1,200 -400	-25%	-$25K	﹤0.01%	1127
2020 Q2	$103K	Buy	1,600 +400	+33%	+$25.8K	0.01%	915
2020 Q1	$77K	Hold	1,200	–	–	0.01%	944
2019 Q4	$95K	Hold	1,200	–	–	0.01%	974
2019 Q3	$95K	Buy	+1,200	New	+$95K	0.01%	1080
2019 Q1	–	Sell	-905	Closed	-$54K	–	2966
2018 Q4	$54K	Hold	905	–	–	﹤0.01%	1553
2018 Q3	$58K	Hold	905	–	–	﹤0.01%	1805
2018 Q2	$57K	Sell	905 -690	-43%	-$43.5K	﹤0.01%	1823
2018 Q1	$101K	Hold	1,595	–	–	﹤0.01%	1382
2017 Q4	$101K	Sell	1,595 -2,458	-61%	-$156K	﹤0.01%	1380
2017 Q3	$262K	Hold	4,053	–	–	0.01%	986
2017 Q2	$261K	Hold	4,053	–	–	0.01%	978
2017 Q1	$263K	Hold	4,053	–	–	0.01%	974
2016 Q4	$265K	Buy	4,053 +1,595	+65%	+$104K	0.01%	907
2016 Q3	$139K	Hold	2,458	–	–	0.01%	1175
2016 Q2	$139K	Buy	+2,458	New	+$139K	0.01%	1157
2016 Q1	–	Sell	-2,987	Closed	-$139K	–	2985
2015 Q4	$139K	Buy	+2,987	New	+$139K	0.01%	1002