Nicolet Advisory Services’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,229
| Closed | -$224K | – | 329 |
|
|
2023
Q3 | $224K | Hold |
3,229
| – | – | 0.02% | 276 |
|
|
2023
Q2 | $256K | Hold |
3,229
| – | – | 0.03% | 254 |
|
|
2023
Q1 | $255K | Hold |
3,229
| – | – | 0.03% | 233 |
|
|
2022
Q4 | $232K | Hold |
3,229
| – | – | 0.03% | 211 |
|
|
2022
Q3 | $205K | Hold |
3,229
| – | – | 0.03% | 180 |
|
|
2022
Q2 | $248K | Hold |
3,229
| – | – | 0.04% | 155 |
|
|
2022
Q1 | $269K | Hold |
3,229
| – | – | 0.04% | 159 |
|
|
2021
Q4 | $266K | Buy |
3,229
+121
| +4% | +$9.97K | 0.03% | 161 |
|
|
2021
Q3 | $228K | Hold |
3,108
| – | – | 0.03% | 180 |
|
|
2021
Q2 | $231K | Hold |
3,108
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $222K | Buy |
+3,108
| New | +$222K | 0.03% | 162 |
|