Steward Partners Investment Advisory’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9K | Buy |
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|
2025
Q1 | $21.8K | Hold |
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|
2024
Q4 | $22K | Sell |
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|
2024
Q3 | $48.8K | Hold |
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|
2024
Q2 | $39.9K | Hold |
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|
2024
Q1 | $42K | Sell |
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|
2023
Q4 | $60.3K | Hold |
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|
2023
Q3 | $57.1K | Hold |
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|
2023
Q2 | $66K | Hold |
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|
2023
Q1 | $64.8K | Buy |
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|
2022
Q4 | $42.2K | Hold |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21.4K | Sell |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $35K | Sell |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $35K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $31K | Buy |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $21K | Hold |
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|
2016
Q4 | $21K | Buy |
|