Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Sell |
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|
2025
Q2 | $430K | Buy |
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|
2025
Q1 | $452K | Hold |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $439K | Hold |
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|
2024
Q2 | $359K | Buy |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $346K | Buy |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $363K | Hold |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $565K | Buy |
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|
2020
Q4 | $554K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $749K | Buy |
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