Vanguard Personalized Indexing Management’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 | $429K | Sell |
4,850
-374
| -7% | -$33.1K | ﹤0.01% | 1274 |
|
2025
Q1 | $486K | Sell |
5,224
-110
| -2% | -$10.2K | 0.01% | 1132 |
|
2024
Q4 | $501K | Buy |
5,334
+439
| +9% | +$41.2K | 0.01% | 1116 |
|
2024
Q3 | $448K | Buy |
4,895
+731
| +18% | +$66.9K | 0.01% | 1144 |
|
2024
Q2 | $311K | Buy |
4,164
+999
| +32% | +$74.6K | 0.01% | 1261 |
|
2024
Q1 | $249K | Buy |
3,165
+319
| +11% | +$25.1K | 0.01% | 1350 |
|
2023
Q4 | $206K | Sell |
2,846
-172
| -6% | -$12.4K | 0.01% | 1404 |
|
2023
Q3 | $207K | Sell |
3,018
-740
| -20% | -$50.7K | 0.01% | 1288 |
|
2023
Q2 | $297K | Buy |
3,758
+650
| +21% | +$51.4K | 0.01% | 1134 |
|
2023
Q1 | $241K | Buy |
+3,108
| New | +$241K | 0.01% | 1230 |
|