Isthmus Partners’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
Q2 | – | Sell |
-2,204
| Closed | -$205K | – | 223 |
|
|
2025
Q1 | $205K | Hold |
2,204
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $207K | Hold |
2,204
| – | – | 0.03% | 212 |
|
|
2024
Q3 | $202K | Buy |
+2,204
| New | +$188K | 0.02% | 193 |
|
|
2021
Q4 | – | Sell |
-3,704
| Closed | -$272K | – | 152 |
|
|
2021
Q3 | $272K | Sell |
3,704
-300
| -7% | -$23.5K | 0.05% | 138 |
|
|
2021
Q2 | $298K | Hold |
4,004
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $286K | Hold |
4,004
| – | – | 0.05% | 132 |
|
|
2020
Q4 | $280K | Hold |
4,004
| – | – | 0.06% | 131 |
|
|
2020
Q3 | $251K | Hold |
4,004
| – | – | 0.06% | 130 |
|
|
2020
Q2 | $258K | Hold |
4,004
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $262K | Hold |
4,004
| – | – | 0.08% | 122 |
|
|
2019
Q4 | $316K | Hold |
4,004
| – | – | 0.07% | 125 |
|
|
2019
Q3 | $320K | Sell |
4,004
-300
| -7% | -$22.4K | 0.08% | 124 |
|
|
2019
Q2 | $315K | Buy |
4,304
+178
| +4% | +$12.2K | 0.08% | 124 |
|
|
2019
Q1 | $280K | Hold |
4,126
| – | – | 0.07% | 127 |
|
|
2018
Q4 | $247K | Hold |
4,126
| – | – | 0.07% | 127 |
|
|
2018
Q3 | $263K | Sell |
4,126
-100
| -2% | -$6.49K | 0.07% | 116 |
|
|
2018
Q2 | $266K | Hold |
4,226
| – | – | 0.07% | 120 |
|
|
2018
Q1 | $237K | Hold |
4,226
| – | – | 0.06% | 123 |
|
|
2017
Q4 | $267K | Hold |
4,226
| – | – | 0.07% | 119 |
|
|
2017
Q3 | $273K | Hold |
4,226
| – | – | 0.08% | 119 |
|
|
2017
Q2 | $272K | Hold |
4,226
| – | – | 0.08% | 121 |
|
|
2017
Q1 | $275K | Sell |
4,226
-400
| -9% | -$25.3K | 0.08% | 123 |
|
|
2016
Q4 | $302K | Hold |
4,626
| – | – | 0.09% | 121 |
|
|
2016
Q3 | $256K | Buy |
4,626
+820
| +22% | +$46.2K | 0.08% | 120 |
|
|
2016
Q2 | $215K | Sell |
3,806
-407
| -10% | -$21.1K | 0.07% | 124 |
|
|
2016
Q1 | $220K | Sell |
4,213
-1,860
| -31% | -$91.6K | 0.07% | 122 |
|
|
2015
Q4 | $282K | Hold |
6,073
| – | – | 0.1% | 120 |
|
|
2015
Q3 | $250K | Hold |
6,073
| – | – | 0.09% | 123 |
|
|
2015
Q2 | $235K | Hold |
6,073
| – | – | 0.08% | 125 |
|
|
2015
Q1 | $269K | Hold |
6,073
| – | – | 0.09% | 118 |
|
|
2014
Q4 | $277K | Buy |
+6,073
| New | +$263K | 0.09% | 119 |
|
Other funds holding MGEE
Isthmus Partners's MGEE Position: Q2 2025 in Review
Isthmus Partners sold out of MGE Energy Inc (MGEE) in Q2 2025, closing a stake of 2,204 shares — an estimated $205K sold.
Isthmus Partners first reported a position in MGEE in Q4 2014 and held it in 31 quarters. The position peaked at $320K in Q3 2019. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.
- Isthmus Partners reported no remaining MGE Energy Inc position as of Q2 2025 after selling out during the quarter.
- Isthmus Partners sold 2,204 MGE Energy Inc shares in Q2 2025, an estimated $205K.
- Isthmus Partners first reported a position in MGE Energy Inc in Q4 2014 and held it in 31 quarters.
- Isthmus Partners's MGE Energy Inc position peaked at $320K in Q3 2019.
- 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.
Based on Isthmus Partners's 13F filing for Q2 2025, filed 13 Aug 2025.