UBS AM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.27M | Sell |
68,207
-503
| -0.7% | -$39.6K | ﹤0.01% | 1538 |
|
|
2025
Q4 | $5.39M | Sell |
68,710
-4,267
| -6% | -$351K | ﹤0.01% | 1429 |
|
|
2025
Q3 | $6.14M | Sell |
72,977
-47,457
| -39% | -$4.05M | ﹤0.01% | 1272 |
|
|
2025
Q2 | $10.7M | Buy |
120,434
+33,826
| +39% | +$3.04M | ﹤0.01% | 1325 |
|
|
2025
Q1 | $8.05M | Buy |
86,608
+13,715
| +19% | +$1.25M | ﹤0.01% | 1330 |
|
|
2024
Q4 | $6.85M | Buy |
72,893
+567
| +0.8% | +$54.8K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $6.61M | Sell |
72,326
-6,610
| -8% | -$565K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $5.9M | Buy |
78,936
+20,132
| +34% | +$1.57M | ﹤0.01% | 1398 |
|
|
2024
Q1 | $4.63M | Buy |
58,804
+2,101
| +4% | +$147K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $4.1M | Buy |
56,703
+366
| +0.6% | +$26.5K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $3.86M | Sell |
56,337
-3,283
| -6% | -$249K | ﹤0.01% | 1323 |
|
|
2023
Q2 | $4.63M | Hold |
59,620
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q1 | $4.63M | Buy |
+59,620
| New | +$4.32M | ﹤0.01% | 1272 |
|
|
2022
Q4 | – | Sell |
-57,472
| Closed | -$3.77M | – | 2671 |
|
|
2022
Q3 | $3.77M | Sell |
57,472
-9,042
| -14% | -$709K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $5.18M | Sell |
66,514
-1,492
| -2% | -$119K | ﹤0.01% | 1197 |
|
|
2022
Q1 | $5.43M | Buy |
68,006
+13,839
| +26% | +$1.05M | ﹤0.01% | 1318 |
|
|
2021
Q4 | $4.46M | Buy |
54,167
+6,050
| +13% | +$465K | ﹤0.01% | 1471 |
|
|
2021
Q3 | $3.54M | Sell |
48,117
-1,486
| -3% | -$116K | ﹤0.01% | 1531 |
|
|
2021
Q2 | $3.69M | Buy |
49,603
+3,467
| +8% | +$258K | ﹤0.01% | 1525 |
|
|
2021
Q1 | $3.29M | Sell |
46,136
-754
| -2% | -$50.8K | ﹤0.01% | 1532 |
|
|
2020
Q4 | $3.28M | Hold |
46,890
| – | – | ﹤0.01% | 1477 |
|
|
2020
Q3 | $2.94M | Buy |
46,890
+4,937
| +12% | +$320K | ﹤0.01% | 1379 |
|
|
2020
Q2 | $2.71M | Sell |
41,953
-1,544
| -4% | -$101K | ﹤0.01% | 1404 |
|
|
2020
Q1 | $2.85M | Buy |
43,497
+86
| +0.2% | +$6.42K | ﹤0.01% | 1267 |
|
|
2019
Q4 | $3.42M | Buy |
43,411
+132
| +0.3% | +$10.2K | ﹤0.01% | 1360 |
|
|
2019
Q3 | $3.46M | Buy |
43,279
+6,288
| +17% | +$470K | ﹤0.01% | 1360 |
|
|
2019
Q2 | $2.7M | Buy |
36,991
+275
| +0.7% | +$18.9K | ﹤0.01% | 1439 |
|
|
2019
Q1 | $2.5M | Buy |
36,716
+2,423
| +7% | +$154K | ﹤0.01% | 1415 |
|
|
2018
Q4 | $2.06M | Buy |
34,293
+1,120
| +3% | +$71.4K | ﹤0.01% | 1417 |
|
|
2018
Q3 | $2.12M | Buy |
33,173
+1,438
| +5% | +$93.3K | ﹤0.01% | 1478 |
|
|
2018
Q2 | $2M | Buy |
31,735
+5,000
| +19% | +$291K | ﹤0.01% | 1513 |
|
|
2018
Q1 | $1.5M | Buy |
26,735
+546
| +2% | +$31.1K | ﹤0.01% | 1603 |
|
|
2017
Q4 | $1.65M | Buy |
26,189
+790
| +3% | +$51.4K | ﹤0.01% | 1522 |
|
|
2017
Q3 | $1.64M | Buy |
25,399
+490
| +2% | +$31.7K | ﹤0.01% | 1482 |
|
|
2017
Q2 | $1.6M | Buy |
24,909
+594
| +2% | +$38.8K | ﹤0.01% | 1443 |
|
|
2017
Q1 | $1.58M | Buy |
24,315
+6,607
| +37% | +$418K | ﹤0.01% | 1449 |
|
|
2016
Q4 | $1.16M | Sell |
17,708
-8,700
| -33% | -$520K | ﹤0.01% | 1498 |
|
|
2016
Q3 | $1.49M | Hold |
26,408
| – | – | ﹤0.01% | 1495 |
|
|
2016
Q2 | $1.49M | Buy |
26,408
+443
| +2% | +$22.9K | ﹤0.01% | 1471 |
|
|
2016
Q1 | $1.36M | Sell |
25,965
-1,103
| -4% | -$54.3K | ﹤0.01% | 1512 |
|
|
2015
Q4 | $1.26M | Buy |
27,068
+2,779
| +11% | +$119K | ﹤0.01% | 1653 |
|
|
2015
Q3 | $1M | Buy |
24,289
+7,284
| +43% | +$288K | ﹤0.01% | 1723 |
|
|
2015
Q2 | $659K | Buy |
17,005
+755
| +5% | +$30.6K | ﹤0.01% | 1905 |
|
|
2015
Q1 | $720K | Buy |
16,250
+200
| +1% | +$8.87K | ﹤0.01% | 1777 |
|
|
2014
Q4 | $732K | Hold |
16,050
| – | – | ﹤0.01% | 1734 |
|
|
2014
Q3 | $598K | Hold |
16,050
| – | – | ﹤0.01% | 1775 |
|
|
2014
Q2 | $634K | Buy |
16,050
+900
| +6% | +$34.3K | ﹤0.01% | 1780 |
|
|
2014
Q1 | $594K | Buy |
15,150
+3,600
| +31% | +$138K | ﹤0.01% | 1793 |
|
|
2013
Q4 | $446K | Buy |
11,550
+4,200
| +57% | +$156K | ﹤0.01% | 1871 |
|
|
2013
Q3 | $267K | Buy |
7,350
+450
| +7% | +$16.8K | ﹤0.01% | 2154 |
|
|
2013
Q2 | $252K | Buy |
+6,900
| New | +$253K | ﹤0.01% | 2116 |
|
Other funds holding MGEE
VPM
VCM
