LPL Financial’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 | $2.22M | Buy |
25,092
+787
| +3% | +$69.6K | ﹤0.01% | 3010 |
|
|
2025
Q1 | $2.26M | Buy |
24,305
+1,038
| +4% | +$96.5K | ﹤0.01% | 2819 |
|
|
2024
Q4 | $2.19M | Sell |
23,267
-127
| -0.5% | -$11.9K | ﹤0.01% | 2758 |
|
|
2024
Q3 | $2.14M | Buy |
23,394
+3,600
| +18% | +$329K | ﹤0.01% | 2641 |
|
|
2024
Q2 | $1.48M | Buy |
19,794
+605
| +3% | +$45.2K | ﹤0.01% | 2858 |
|
|
2024
Q1 | $1.51M | Sell |
19,189
-2,659
| -12% | -$209K | ﹤0.01% | 2776 |
|
|
2023
Q4 | $1.58M | Sell |
21,848
-516
| -2% | -$37.3K | ﹤0.01% | 2621 |
|
|
2023
Q3 | $1.53M | Buy |
22,364
+1,477
| +7% | +$101K | ﹤0.01% | 2527 |
|
|
2023
Q2 | $1.65M | Buy |
20,887
+1,323
| +7% | +$105K | ﹤0.01% | 2404 |
|
|
2023
Q1 | $1.52M | Buy |
19,564
+1,701
| +10% | +$132K | ﹤0.01% | 2381 |
|
|
2022
Q4 | $1.26M | Buy |
17,863
+6,289
| +54% | +$443K | ﹤0.01% | 2458 |
|
|
2022
Q3 | $760K | Buy |
11,574
+456
| +4% | +$29.9K | ﹤0.01% | 2743 |
|
|
2022
Q2 | $865K | Buy |
11,118
+874
| +9% | +$68K | ﹤0.01% | 2685 |
|
|
2022
Q1 | $817K | Buy |
10,244
+85
| +0.8% | +$6.78K | ﹤0.01% | 2777 |
|
|
2021
Q4 | $836K | Buy |
10,159
+992
| +11% | +$81.6K | ﹤0.01% | 2811 |
|
|
2021
Q3 | $674K | Sell |
9,167
-5,429
| -37% | -$399K | ﹤0.01% | 2932 |
|
|
2021
Q2 | $1.09M | Buy |
14,596
+614
| +4% | +$45.7K | ﹤0.01% | 2485 |
|
|
2021
Q1 | $998K | Buy |
13,982
+805
| +6% | +$57.5K | ﹤0.01% | 2383 |
|
|
2020
Q4 | $923K | Buy |
13,177
+101
| +0.8% | +$7.08K | ﹤0.01% | 2250 |
|
|
2020
Q3 | $819K | Buy |
13,076
+927
| +8% | +$58.1K | ﹤0.01% | 2088 |
|
|
2020
Q2 | $784K | Sell |
12,149
-813
| -6% | -$52.5K | ﹤0.01% | 2019 |
|
|
2020
Q1 | $849K | Sell |
12,962
-262
| -2% | -$17.2K | ﹤0.01% | 1728 |
|
|
2019
Q4 | $1.04M | Buy |
13,224
+5
| +0% | +$394 | ﹤0.01% | 1804 |
|
|
2019
Q3 | $1.06M | Sell |
13,219
-3,747
| -22% | -$299K | ﹤0.01% | 1690 |
|
|
2019
Q2 | $1.24M | Sell |
16,966
-348
| -2% | -$25.4K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $1.18M | Buy |
17,314
+24
| +0.1% | +$1.63K | ﹤0.01% | 1544 |
|
|
2018
Q4 | $1.04M | Sell |
17,290
-91
| -0.5% | -$5.46K | ﹤0.01% | 1501 |
|
|
2018
Q3 | $1.11M | Sell |
17,381
-21
| -0.1% | -$1.34K | ﹤0.01% | 1589 |
|
|
2018
Q2 | $1.1M | Buy |
17,402
+159
| +0.9% | +$10K | ﹤0.01% | 1554 |
|
|
2018
Q1 | $967K | Buy |
17,243
+3,298
| +24% | +$185K | ﹤0.01% | 1612 |
|
|
2017
Q4 | $880K | Hold |
13,945
| – | – | ﹤0.01% | 1608 |
|
|
2017
Q3 | $901K | Hold |
13,945
| – | – | ﹤0.01% | 1512 |
|
|
2017
Q2 | $897K | Buy |
13,945
+5,244
| +60% | +$337K | ﹤0.01% | 1441 |
|
|
2017
Q1 | $560K | Hold |
8,701
| – | – | ﹤0.01% | 1710 |
|
|
2016
Q4 | $557K | Sell |
8,701
-1,293
| -13% | -$82.8K | ﹤0.01% | 1661 |
|
|
2016
Q3 | $543K | Buy |
9,994
+892
| +10% | +$48.5K | 0.01% | 1635 |
|
|
2016
Q2 | $520K | Buy |
+9,102
| New | +$520K | ﹤0.01% | 1634 |
|