Regal Investment Advisors’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 | $965K | Buy |
10,909
+55
| +0.5% | +$4.86K | 0.07% | 243 |
|
|
2025
Q1 | $1.01M | Buy |
10,854
+52
| +0.5% | +$4.83K | 0.08% | 221 |
|
|
2024
Q4 | $1.01M | Buy |
10,802
+49
| +0.5% | +$4.6K | 0.08% | 223 |
|
|
2024
Q3 | $983K | Buy |
10,753
+54
| +0.5% | +$4.94K | 0.07% | 243 |
|
|
2024
Q2 | $799K | Buy |
10,699
+60
| +0.6% | +$4.48K | 0.05% | 286 |
|
|
2024
Q1 | $838K | Buy |
10,639
+59
| +0.6% | +$4.65K | 0.06% | 268 |
|
|
2023
Q4 | $765K | Buy |
10,580
+62
| +0.6% | +$4.48K | 0.06% | 260 |
|
|
2023
Q3 | $721K | Buy |
10,518
+62
| +0.6% | +$4.25K | 0.06% | 240 |
|
|
2023
Q2 | $827K | Buy |
10,456
+54
| +0.5% | +$4.27K | 0.07% | 221 |
|
|
2023
Q1 | $808K | Buy |
10,402
+59
| +0.6% | +$4.58K | 0.07% | 214 |
|
|
2022
Q4 | $728K | Buy |
10,343
+58
| +0.6% | +$4.08K | 0.07% | 222 |
|
|
2022
Q3 | $675K | Buy |
+10,285
| New | +$675K | 0.07% | 223 |
|
|
2015
Q4 | – | Sell |
-580
| Closed | -$23K | – | 640 |
|
|
2015
Q3 | $23K | Hold |
580
| – | – | 0.01% | 538 |
|
|
2015
Q2 | $22K | Buy |
+580
| New | +$22K | 0.01% | 542 |
|
|
2014
Q4 | – | Sell |
-882
| Closed | -$33K | – | 971 |
|
|
2014
Q3 | $33K | Sell |
882
-600
| -40% | -$22.4K | 0.01% | 475 |
|
|
2014
Q2 | $59K | Hold |
1,482
| – | – | 0.02% | 356 |
|
|
2014
Q1 | $58K | Hold |
1,482
| – | – | 0.02% | 327 |
|
|
2013
Q4 | $57K | Hold |
1,482
| – | – | 0.03% | 273 |
|
|
2013
Q3 | $54K | Hold |
1,482
| – | – | 0.03% | 290 |
|
|
2013
Q2 | $54K | Buy |
+1,482
| New | +$54K | 0.03% | 284 |
|