MPWT
ERII icon

MassMutual Private Wealth & Trust’s Energy Recovery ERII Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$232 – 2427
2026
Q1 		$232 Buy
+23
New +$301 ﹤0.01% 2311
2024
Q3 		– Sell
-17
Closed -$226 – 2164
2024
Q2 		$226 Buy
+17
New +$234 ﹤0.01% 2063

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's ERII Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Energy Recovery (ERII) in Q2 2026, closing a stake of 23 shares — an estimated $232 sold.

MassMutual Private Wealth & Trust first reported a position in ERII in Q2 2024 and held it in 2 quarters. The position peaked at $232 in Q1 2026. 43 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Energy Recovery position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 23 Energy Recovery shares in Q2 2026, an estimated $232.
  • MassMutual Private Wealth & Trust first reported a position in Energy Recovery in Q2 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Energy Recovery position peaked at $232 in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.