Zurich Cantonal Bank’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 | $619K | Sell |
7,004
-1,552
| -18% | -$137K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $795K | Hold |
8,556
| – | – | ﹤0.01% | 1307 |
|
|
2024
Q4 | $804K | Buy |
8,556
+1,048
| +14% | +$98.5K | ﹤0.01% | 1326 |
|
|
2024
Q3 | $687K | Hold |
7,508
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q2 | $561K | Buy |
7,508
+365
| +5% | +$27.3K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $562K | Sell |
7,143
-1,290
| -15% | -$102K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $610K | Buy |
8,433
+1,140
| +16% | +$82.4K | ﹤0.01% | 1379 |
|
|
2023
Q3 | $500K | Buy |
7,293
+812
| +13% | +$55.6K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $513K | Hold |
6,481
| – | – | ﹤0.01% | 1329 |
|
|
2023
Q1 | $503K | Buy |
6,481
+662
| +11% | +$51.4K | ﹤0.01% | 1283 |
|
|
2022
Q4 | $410K | Buy |
5,819
+511
| +10% | +$36K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $348K | Hold |
5,308
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q2 | $413K | Hold |
5,308
| – | – | ﹤0.01% | 1345 |
|
|
2022
Q1 | $424K | Hold |
5,308
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q4 | $437K | Buy |
5,308
+1,590
| +43% | +$131K | ﹤0.01% | 1547 |
|
|
2021
Q3 | $273K | Hold |
3,718
| – | – | ﹤0.01% | 1713 |
|
|
2021
Q2 | $277K | Hold |
3,718
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q1 | $265K | Sell |
3,718
-535
| -13% | -$38.1K | ﹤0.01% | 1618 |
|
|
2020
Q4 | $298K | Hold |
4,253
| – | – | ﹤0.01% | 1594 |
|
|
2020
Q3 | $266K | Hold |
4,253
| – | – | ﹤0.01% | 1404 |
|
|
2020
Q2 | $274K | Buy |
4,253
+1,704
| +67% | +$110K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $167K | Hold |
2,549
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $201K | Hold |
2,549
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q3 | $204K | Hold |
2,549
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q2 | $186K | Hold |
2,549
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q1 | $173K | Buy |
2,549
+344
| +16% | +$23.3K | ﹤0.01% | 1258 |
|
|
2018
Q4 | $132K | Hold |
2,205
| – | – | ﹤0.01% | 1429 |
|
|
2018
Q3 | $141K | Hold |
2,205
| – | – | ﹤0.01% | 1504 |
|
|
2018
Q2 | $139K | Hold |
2,205
| – | – | ﹤0.01% | 1472 |
|
|
2018
Q1 | $124K | Hold |
2,205
| – | – | ﹤0.01% | 1478 |
|
|
2017
Q4 | $139K | Buy |
2,205
+637
| +41% | +$40.2K | ﹤0.01% | 1403 |
|
|
2017
Q3 | $101K | Hold |
1,568
| – | – | ﹤0.01% | 1392 |
|
|
2017
Q2 | $101K | Buy |
1,568
+154
| +11% | +$9.92K | ﹤0.01% | 1368 |
|
|
2017
Q1 | $92K | Hold |
1,414
| – | – | ﹤0.01% | 1415 |
|
|
2016
Q4 | $92K | Sell |
1,414
-502
| -26% | -$32.7K | ﹤0.01% | 1361 |
|
|
2016
Q3 | $108K | Buy |
1,916
+1,167
| +156% | +$65.8K | ﹤0.01% | 1219 |
|
|
2016
Q2 | $42K | Hold |
749
| – | – | ﹤0.01% | 1581 |
|
|
2016
Q1 | $39K | Hold |
749
| – | – | ﹤0.01% | 1552 |
|
|
2015
Q4 | $35K | Buy |
749
+320
| +75% | +$15K | ﹤0.01% | 1648 |
|
|
2015
Q3 | $18K | Buy |
429
+188
| +78% | +$7.89K | ﹤0.01% | 1540 |
|
|
2015
Q2 | $9K | Hold |
241
| – | – | ﹤0.01% | 1453 |
|
|
2015
Q1 | $11K | Buy |
+241
| New | +$11K | ﹤0.01% | 1316 |
|