Madison Wealth Partners’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 | $2.61M | Buy |
29,524
+294
| +1% | +$26K | 0.57% | 27 |
|
|
2025
Q1 | $2.72M | Sell |
29,230
-1,267
| -4% | -$118K | 0.67% | 25 |
|
|
2024
Q4 | $2.87M | Sell |
30,497
-1,312
| -4% | -$123K | 0.8% | 23 |
|
|
2024
Q3 | $2.91M | Buy |
31,809
+503
| +2% | +$46K | 0.86% | 22 |
|
|
2024
Q2 | $2.34M | Buy |
31,306
+1,641
| +6% | +$123K | 0.8% | 22 |
|
|
2024
Q1 | $2.34M | Buy |
29,665
+909
| +3% | +$71.6K | 0.84% | 22 |
|
|
2023
Q4 | $2.08M | Sell |
28,756
-515
| -2% | -$37.2K | 0.82% | 22 |
|
|
2023
Q3 | $2.01M | Sell |
29,271
-875
| -3% | -$59.9K | 1.01% | 18 |
|
|
2023
Q2 | $2.38M | Buy |
30,146
+55
| +0.2% | +$4.35K | 1.11% | 18 |
|
|
2023
Q1 | $2.34M | Sell |
30,091
-219
| -0.7% | -$17K | 1.18% | 17 |
|
|
2022
Q4 | $2.13M | Sell |
30,310
-123
| -0.4% | -$8.66K | 1.25% | 16 |
|
|
2022
Q3 | $2M | Buy |
30,433
+273
| +0.9% | +$17.9K | 1.31% | 15 |
|
|
2022
Q2 | $2.35M | Buy |
30,160
+48
| +0.2% | +$3.74K | 1.49% | 15 |
|
|
2022
Q1 | $2.4M | Buy |
30,112
+399
| +1% | +$31.8K | 1.34% | 15 |
|
|
2021
Q4 | $2.44M | Buy |
29,713
+1,166
| +4% | +$95.9K | 1.23% | 16 |
|
|
2021
Q3 | $2.1M | Buy |
28,547
+167
| +0.6% | +$12.3K | 1.18% | 16 |
|
|
2021
Q2 | $2.11M | Buy |
28,380
+4,953
| +21% | +$369K | 1.21% | 16 |
|
|
2021
Q1 | $1.64M | Hold |
23,427
| – | – | 1.15% | 15 |
|
|
2020
Q4 | $1.64M | Buy |
+23,427
| New | +$1.64M | 1.1% | 16 |
|