MLG Wealth Management DBA Pine Grove Financial Group’s Xcel Energy XEL Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$273K	Buy	+3,703	New	+$292K	0.03%	159

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's XEL Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Xcel Energy (XEL) in Q4 2025: 3,703 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

1,250 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

MLG Wealth Management DBA Pine Grove Financial Group held 3,703 shares of Xcel Energy worth $273K as of Q4 2025.
Xcel Energy was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
Xcel Energy made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #159 holding.
1,250 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.