Summit Global Investments’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 | $1.06M | Buy |
+11,969
| New | +$1.06M | 0.06% | 194 |
|
|
2023
Q3 | – | Sell |
-3,897
| Closed | -$308K | – | 571 |
|
|
2023
Q2 | $308K | Buy |
+3,897
| New | +$308K | 0.02% | 420 |
|
|
2022
Q4 | – | Sell |
-10,200
| Closed | -$669K | – | 476 |
|
|
2022
Q3 | $669K | Buy |
10,200
+200
| +2% | +$13.1K | 0.06% | 263 |
|
|
2022
Q2 | $778K | Buy |
+10,000
| New | +$778K | 0.07% | 256 |
|
|
2017
Q4 | – | Sell |
-7,500
| Closed | -$485K | – | 270 |
|
|
2017
Q3 | $485K | Sell |
7,500
-100
| -1% | -$6.47K | 0.08% | 213 |
|
|
2017
Q2 | $489K | Buy |
7,600
+400
| +6% | +$25.7K | 0.15% | 196 |
|
|
2017
Q1 | $468K | Hold |
7,200
| – | – | 0.15% | 147 |
|
|
2016
Q4 | $470K | Buy |
+7,200
| New | +$470K | 0.17% | 123 |
|