JFS Wealth 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 | $1.68K | Sell |
19
-4
| -17% | -$354 | ﹤0.01% | 1436 |
|
|
2025
Q1 | $2.14K | Hold |
23
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q4 | $2.16K | Buy |
23
+4
| +21% | +$376 | ﹤0.01% | 1446 |
|
|
2024
Q3 | $1.74K | Buy |
19
+1
| +6% | +$91 | ﹤0.01% | 1551 |
|
|
2024
Q2 | $1.35K | Hold |
18
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q1 | $1.42K | Sell |
18
-4
| -18% | -$315 | ﹤0.01% | 1563 |
|
|
2023
Q4 | $1.59K | Buy |
22
+9
| +69% | +$651 | ﹤0.01% | 1523 |
|
|
2023
Q3 | $891 | Sell |
13
-7
| -35% | -$480 | ﹤0.01% | 1625 |
|
|
2023
Q2 | $1.58K | Sell |
20
-2
| -9% | -$158 | ﹤0.01% | 1468 |
|
|
2023
Q1 | $1.71K | Buy |
22
+6
| +38% | +$466 | ﹤0.01% | 1422 |
|
|
2022
Q4 | $1.13K | Sell |
16
-1
| -6% | -$70 | ﹤0.01% | 1570 |
|
|
2022
Q3 | $1K | Sell |
17
-6
| -26% | -$353 | ﹤0.01% | 1590 |
|
|
2022
Q2 | $2K | Buy |
23
+7
| +44% | +$609 | ﹤0.01% | 1346 |
|
|
2022
Q1 | $1K | Buy |
16
+9
| +129% | +$563 | ﹤0.01% | 1681 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1451 |
|