MLG Wealth Management DBA Pine Grove Financial Group »

Xcel Energy shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial Group investment in Xcel Energy

Tip: Access up to 7 years of quarterly data

All positions including Xcel Energy held by MLG Wealth Management DBA Pine Grove Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xcel Energy by MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $300k 3.7k 80.31
2026-03-31 $296k 3.7k 79.44
2025-12-31 $274k 3.7k 73.85

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial Group

Top funds holding Xcel Energy

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Goldman Sachs Group
Massachusetts Financial Services
FMR
GQG Partners
Reed Conner & Birdwell
Pictet Asset Management Holding SA

View all funds holding Xcel Energy