Independent Advisor Alliance’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 | $555K | Sell |
6,280
-13
| -0.2% | -$1.15K | 0.02% | 554 |
|
|
2025
Q1 | $585K | Buy |
6,293
+37
| +0.6% | +$3.44K | 0.02% | 493 |
|
|
2024
Q4 | $588K | Buy |
6,256
+3
| +0% | +$282 | 0.01% | 905 |
|
|
2024
Q3 | $572K | Sell |
6,253
-461
| -7% | -$42.2K | 0.02% | 434 |
|
|
2024
Q2 | $502K | Buy |
6,714
+1
| +0% | +$75 | 0.02% | 465 |
|
|
2024
Q1 | $528K | Hold |
6,713
| – | – | 0.02% | 443 |
|
|
2023
Q4 | $485K | Sell |
6,713
-826
| -11% | -$59.7K | 0.02% | 447 |
|
|
2023
Q3 | $516K | Buy |
7,539
+123
| +2% | +$8.43K | 0.02% | 407 |
|
|
2023
Q2 | $587K | Hold |
7,416
| – | – | 0.03% | 399 |
|
|
2023
Q1 | $576K | Sell |
7,416
-2,815
| -28% | -$219K | 0.03% | 391 |
|
|
2022
Q4 | $720 | Buy |
10,231
+2,458
| +32% | +$173 | ﹤0.01% | 320 |
|
|
2022
Q3 | $510K | Hold |
7,773
| – | – | 0.03% | 369 |
|
|
2022
Q2 | $605K | Buy |
7,773
+1,282
| +20% | +$99.8K | 0.03% | 338 |
|
|
2022
Q1 | $518K | Hold |
6,491
| – | – | 0.02% | 385 |
|
|
2021
Q4 | $534K | Sell |
6,491
-373
| -5% | -$30.7K | 0.03% | 381 |
|
|
2021
Q3 | $505K | Sell |
6,864
-2,092
| -23% | -$154K | 0.03% | 379 |
|
|
2021
Q2 | $667K | Buy |
8,956
+132
| +1% | +$9.83K | 0.04% | 327 |
|
|
2021
Q1 | $630K | Hold |
8,824
| – | – | 0.04% | 327 |
|
|
2020
Q4 | $618K | Sell |
8,824
-2,115
| -19% | -$148K | 0.04% | 306 |
|
|
2020
Q3 | $685K | Hold |
10,939
| – | – | 0.05% | 237 |
|
|
2020
Q2 | $706K | Sell |
10,939
-3,753
| -26% | -$242K | 0.08% | 207 |
|
|
2020
Q1 | $962K | Hold |
14,692
| – | – | 0.14% | 125 |
|
|
2019
Q4 | $1.16M | Hold |
14,692
| – | – | 0.05% | 333 |
|
|
2019
Q3 | $1.17M | Hold |
14,692
| – | – | 0.14% | 138 |
|
|
2019
Q2 | $1.07M | Hold |
14,692
| – | – | 0.16% | 134 |
|
|
2019
Q1 | $999K | Buy |
+14,692
| New | +$999K | 0.14% | 141 |
|