Steward Partners Investment Advisory’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 | $42.9K | Buy |
485
+251
| +107% | +$22.2K | ﹤0.01% | 2550 |
|
|
2025
Q1 | $21.8K | Hold |
234
| – | – | ﹤0.01% | 2772 |
|
|
2024
Q4 | $22K | Sell |
234
-300
| -56% | -$28.2K | ﹤0.01% | 2748 |
|
|
2024
Q3 | $48.8K | Hold |
534
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q2 | $39.9K | Hold |
534
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q1 | $42K | Sell |
534
-300
| -36% | -$23.6K | ﹤0.01% | 2198 |
|
|
2023
Q4 | $60.3K | Hold |
834
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q3 | $57.1K | Hold |
834
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q2 | $66K | Hold |
834
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q1 | $64.8K | Buy |
834
+234
| +39% | +$18.2K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $42.2K | Hold |
600
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 1909 |
|
|
2022
Q2 | $47K | Hold |
600
| – | – | ﹤0.01% | 1840 |
|
|
2022
Q1 | $48K | Hold |
600
| – | – | ﹤0.01% | 1939 |
|
|
2021
Q4 | $49K | Buy |
600
+300
| +100% | +$24.5K | ﹤0.01% | 1923 |
|
|
2021
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 4966 |
|
|
2021
Q1 | $21.4K | Sell |
300
-150
| -33% | -$10.7K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $32K | Hold |
450
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q3 | $28K | Hold |
450
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q2 | $29K | Hold |
450
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q1 | $29K | Hold |
450
| – | – | ﹤0.01% | 1469 |
|
|
2019
Q4 | $35K | Sell |
450
-34
| -7% | -$2.64K | ﹤0.01% | 1554 |
|
|
2019
Q3 | $38K | Hold |
484
| – | – | ﹤0.01% | 1475 |
|
|
2019
Q2 | $35K | Buy |
+484
| New | +$35K | ﹤0.01% | 1463 |
|
|
2018
Q4 | – | Sell |
-484
| Closed | -$31K | – | 1584 |
|
|
2018
Q3 | $31K | Hold |
484
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q2 | $31K | Buy |
484
+150
| +45% | +$9.61K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $18K | Hold |
334
| – | – | ﹤0.01% | 1374 |
|
|
2017
Q4 | $21K | Hold |
334
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q3 | $21K | Hold |
334
| – | – | ﹤0.01% | 928 |
|
|
2017
Q2 | $21K | Hold |
334
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $21K | Hold |
334
| – | – | ﹤0.01% | 744 |
|
|
2016
Q4 | $21K | Buy |
+334
| New | +$21K | 0.01% | 441 |
|