Northwestern Mutual 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 | $761K | Sell |
8,607
-557
| -6% | -$49.3K | ﹤0.01% | 1243 |
|
2025
Q1 | $852K | Buy |
9,164
+713
| +8% | +$66.3K | ﹤0.01% | 1164 |
|
2024
Q4 | $794K | Buy |
8,451
+124
| +1% | +$11.7K | ﹤0.01% | 1148 |
|
2024
Q3 | $762K | Sell |
8,327
-389
| -4% | -$35.6K | ﹤0.01% | 1156 |
|
2024
Q2 | $651K | Buy |
8,716
+94
| +1% | +$7.02K | ﹤0.01% | 1160 |
|
2024
Q1 | $679K | Sell |
8,622
-389
| -4% | -$30.6K | ﹤0.01% | 1140 |
|
2023
Q4 | $652K | Sell |
9,011
-5,531
| -38% | -$400K | ﹤0.01% | 1112 |
|
2023
Q3 | $996K | Buy |
14,542
+5,260
| +57% | +$360K | ﹤0.01% | 944 |
|
2023
Q2 | $734K | Hold |
9,282
| – | – | ﹤0.01% | 1037 |
|
2023
Q1 | $721K | Hold |
9,282
| – | – | ﹤0.01% | 1020 |
|
2022
Q4 | $653K | Buy |
9,282
+271
| +3% | +$19.1K | ﹤0.01% | 1001 |
|
2022
Q3 | $592K | Buy |
9,011
+130
| +1% | +$8.54K | ﹤0.01% | 978 |
|
2022
Q2 | $692K | Sell |
8,881
-817
| -8% | -$63.7K | ﹤0.01% | 935 |
|
2022
Q1 | $775K | Buy |
9,698
+640
| +7% | +$51.1K | ﹤0.01% | 930 |
|
2021
Q4 | $745K | Hold |
9,058
| – | – | ﹤0.01% | 926 |
|
2021
Q3 | $666K | Hold |
9,058
| – | – | ﹤0.01% | 887 |
|
2021
Q2 | $674K | Sell |
9,058
-3,451
| -28% | -$257K | ﹤0.01% | 872 |
|
2021
Q1 | $893K | Buy |
12,509
+12,058
| +2,674% | +$861K | ﹤0.01% | 746 |
|
2020
Q4 | $32K | Buy |
451
+251
| +126% | +$17.8K | ﹤0.01% | 1788 |
|
2020
Q3 | $13K | Sell |
200
-633
| -76% | -$41.1K | ﹤0.01% | 1918 |
|
2020
Q2 | $54K | Hold |
833
| – | – | ﹤0.01% | 1420 |
|
2020
Q1 | $55K | Sell |
833
-1,375
| -62% | -$90.8K | ﹤0.01% | 1349 |
|
2019
Q4 | $174K | Sell |
2,208
-4
| -0.2% | -$315 | ﹤0.01% | 1006 |
|
2019
Q3 | $177K | Buy |
2,212
+2,062
| +1,375% | +$165K | ﹤0.01% | 940 |
|
2019
Q2 | $11K | Sell |
150
-2,212
| -94% | -$162K | ﹤0.01% | 1924 |
|
2019
Q1 | $161K | Hold |
2,362
| – | – | ﹤0.01% | 923 |
|
2018
Q4 | $142K | Hold |
2,362
| – | – | ﹤0.01% | 884 |
|
2018
Q3 | $151K | Sell |
2,362
-1,001
| -30% | -$64K | ﹤0.01% | 901 |
|
2018
Q2 | $212K | Sell |
3,363
-534
| -14% | -$33.7K | ﹤0.01% | 758 |
|
2018
Q1 | $219K | Sell |
3,897
-2,086
| -35% | -$117K | ﹤0.01% | 716 |
|
2017
Q4 | $378K | Buy |
5,983
+5
| +0.1% | +$316 | ﹤0.01% | 568 |
|
2017
Q3 | $386K | Buy |
5,978
+155
| +3% | +$10K | ﹤0.01% | 529 |
|
2017
Q2 | $375K | Buy |
5,823
+4
| +0.1% | +$258 | ﹤0.01% | 536 |
|
2017
Q1 | $378K | Buy |
5,819
+4,365
| +300% | +$284K | ﹤0.01% | 513 |
|
2016
Q4 | $95K | Buy |
+1,454
| New | +$95K | ﹤0.01% | 836 |
|
2016
Q3 | – | Sell |
-998
| Closed | -$56K | – | 982 |
|
2016
Q2 | $56K | Hold |
998
| – | – | ﹤0.01% | 879 |
|
2016
Q1 | $52K | Buy |
998
+21
| +2% | +$1.09K | ﹤0.01% | 885 |
|
2015
Q4 | $45K | Sell |
977
-44
| -4% | -$2.03K | ﹤0.01% | 813 |
|
2015
Q3 | $42K | Buy |
1,021
+46
| +5% | +$1.89K | ﹤0.01% | 743 |
|
2015
Q2 | $38K | Buy |
+975
| New | +$38K | ﹤0.01% | 731 |
|