Whittier Trust’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 | $20.3K | Hold |
229
| – | – | ﹤0.01% | 1101 |
|
|
2025
Q1 | $21.3K | Hold |
229
| – | – | ﹤0.01% | 1092 |
|
|
2024
Q4 | $21.5K | Hold |
229
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q3 | $20.9K | Hold |
229
| – | – | ﹤0.01% | 1098 |
|
|
2024
Q2 | $17.1K | Hold |
229
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q1 | $18K | Hold |
229
| – | – | ﹤0.01% | 1157 |
|
|
2023
Q4 | $16.6K | Hold |
229
| – | – | ﹤0.01% | 1134 |
|
|
2023
Q3 | $15.7K | Hold |
229
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q2 | $18.1K | Sell |
229
-45
| -16% | -$3.56K | ﹤0.01% | 1144 |
|
|
2023
Q1 | $21.3K | Hold |
274
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q4 | $19.3K | Hold |
274
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q3 | $18K | Hold |
274
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q2 | $21K | Hold |
274
| – | – | ﹤0.01% | 1159 |
|
|
2022
Q1 | $22K | Hold |
274
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q4 | $23K | Buy |
274
+229
| +509% | +$19.2K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1389 |
|
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 1416 |
|
|
2021
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 1298 |
|
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 1288 |
|