Independent Advisor Alliance’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Sell |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $585K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $587K | Hold |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $720 | Buy |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $505K | Sell |
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|
2021
Q2 | $667K | Buy |
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|
2021
Q1 | $630K | Hold |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $685K | Hold |
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|
2020
Q2 | $706K | Sell |
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|
2020
Q1 | $962K | Hold |
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|
2019
Q4 | $1.16M | Hold |
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|
2019
Q3 | $1.17M | Hold |
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|
2019
Q2 | $1.07M | Hold |
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|
2019
Q1 | $999K | Buy |
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