Wealthspire Advisors (New York)’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 | $430K | Buy |
4,866
+6
| +0.1% | +$531 | ﹤0.01% | 572 |
|
|
2025
Q1 | $452K | Hold |
4,860
| – | – | ﹤0.01% | 541 |
|
|
2024
Q4 | $457K | Buy |
4,860
+58
| +1% | +$5.45K | ﹤0.01% | 537 |
|
|
2024
Q3 | $439K | Hold |
4,802
| – | – | ﹤0.01% | 520 |
|
|
2024
Q2 | $359K | Buy |
4,802
+11
| +0.2% | +$822 | ﹤0.01% | 499 |
|
|
2024
Q1 | $377K | Hold |
4,791
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $346K | Buy |
4,791
+280
| +6% | +$20.2K | ﹤0.01% | 489 |
|
|
2023
Q3 | $309K | Hold |
4,511
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $357K | Hold |
4,511
| – | – | 0.01% | 428 |
|
|
2023
Q1 | $350K | Sell |
4,511
-74
| -2% | -$5.75K | 0.01% | 415 |
|
|
2022
Q4 | $323K | Sell |
4,585
-76
| -2% | -$5.35K | 0.01% | 443 |
|
|
2022
Q3 | $306K | Hold |
4,661
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $363K | Hold |
4,661
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $372K | Hold |
4,661
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $383K | Sell |
4,661
-2,139
| -31% | -$176K | 0.01% | 367 |
|
|
2021
Q3 | $500K | Sell |
6,800
-1,106
| -14% | -$81.3K | 0.01% | 354 |
|
|
2021
Q2 | $589K | Sell |
7,906
-4
| -0.1% | -$298 | 0.02% | 208 |
|
|
2021
Q1 | $565K | Buy |
7,910
+4
| +0.1% | +$286 | 0.01% | 360 |
|
|
2020
Q4 | $554K | Buy |
+7,906
| New | +$554K | 0.02% | 287 |
|
|
2020
Q2 | – | Sell |
-11,441
| Closed | -$749K | – | 433 |
|
|
2020
Q1 | $749K | Buy |
+11,441
| New | +$749K | 0.03% | 237 |
|