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