MBE Wealth Management’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 | $749K | Sell |
8,474
-106
| -1% | -$9.38K | 0.33% | 41 |
|
|
2025
Q1 | $798K | Buy |
8,580
+290
| +3% | +$27K | 0.38% | 38 |
|
|
2024
Q4 | $779K | Sell |
8,290
-586
| -7% | -$55.1K | 0.44% | 32 |
|
|
2024
Q3 | $812K | Buy |
8,876
+8
| +0.1% | +$732 | 0.45% | 33 |
|
|
2024
Q2 | $663K | Buy |
8,868
+9
| +0.1% | +$673 | 0.4% | 36 |
|
|
2024
Q1 | $697K | Buy |
8,859
+2,054
| +30% | +$162K | 0.43% | 37 |
|
|
2023
Q4 | $492K | Buy |
6,805
+398
| +6% | +$28.8K | 0.25% | 47 |
|
|
2023
Q3 | $439K | Hold |
6,407
| – | – | 0.25% | 46 |
|
|
2023
Q2 | $507K | Buy |
6,407
+9
| +0.1% | +$712 | 0.27% | 40 |
|
|
2023
Q1 | $497K | Buy |
6,398
+9
| +0.1% | +$699 | 0.29% | 37 |
|
|
2022
Q4 | $450K | Buy |
6,389
+1,834
| +40% | +$129K | 0.29% | 36 |
|
|
2022
Q3 | $299K | Buy |
4,555
+8
| +0.2% | +$525 | 0.22% | 45 |
|
|
2022
Q2 | $354K | Buy |
4,547
+8
| +0.2% | +$623 | 0.25% | 38 |
|
|
2022
Q1 | $362K | Buy |
4,539
+426
| +10% | +$34K | 0.22% | 40 |
|
|
2021
Q4 | $338K | Buy |
4,113
+6
| +0.1% | +$493 | 0.17% | 41 |
|
|
2021
Q3 | $302K | Buy |
4,107
+983
| +31% | +$72.3K | 0.15% | 41 |
|
|
2021
Q2 | $233K | Buy |
3,124
+1
| +0% | +$75 | 0.12% | 49 |
|
|
2021
Q1 | $223K | Buy |
3,123
+1
| +0% | +$71 | 0.12% | 50 |
|
|
2020
Q4 | $218K | Buy |
3,122
+1
| +0% | +$70 | 0.15% | 50 |
|
|
2020
Q3 | $201K | Hold |
3,121
| – | – | 0.17% | 47 |
|
|
2020
Q2 | $201K | Buy |
3,121
+1
| +0% | +$64 | 0.17% | 47 |
|
|
2020
Q1 | $204K | Buy |
3,120
+1
| +0% | +$65 | 0.19% | 35 |
|
|
2019
Q4 | $245K | Buy |
+3,119
| New | +$245K | 0.25% | 33 |
|