Jones Financial Companies’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 | $316K | Buy |
3,585
+3,322
| +1,263% | +$293K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $24.5K | Buy |
263
+253
| +2,530% | +$23.5K | ﹤0.01% | 2355 |
|
|
2024
Q4 | $946 | Buy |
10
+3
| +43% | +$284 | ﹤0.01% | 3150 |
|
|
2024
Q3 | $640 | Buy |
7
+3
| +75% | +$274 | ﹤0.01% | 2863 |
|
|
2024
Q2 | $299 | Buy |
+4
| New | +$299 | ﹤0.01% | 2369 |
|
|
2022
Q2 | – | Sell |
-72
| Closed | -$6K | – | 802 |
|
|
2022
Q1 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 562 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$112K | – | 655 |
|
|
2021
Q2 | $112K | Buy |
+1,500
| New | +$112K | ﹤0.01% | 254 |
|