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MassMutual Private Wealth & Trust’s Xcel Energy XEL Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q2 		$153K Buy
1,907
+105
+6% +$8.38K ﹤0.01% 497
2026
Q1 		$143K Sell
1,802
-348
-16% -$27.3K ﹤0.01% 503
2025
Q4 		$159K Buy
2,150
+18
+0.8% +$1.42K ﹤0.01% 488
2025
Q3 		$172K Buy
2,132
+24
+1% +$1.74K ﹤0.01% 473
2025
Q2 		$144K Buy
2,108
+84
+4% +$5.83K ﹤0.01% 507
2025
Q1 		$143K Buy
2,024
+209
+12% +$14.2K ﹤0.01% 487
2024
Q4 		$123K Buy
1,815
+270
+17% +$18.1K ﹤0.01% 535
2024
Q3 		$101K Sell
1,545
-7
-0.5% -$415 ﹤0.01% 524
2024
Q2 		$82.9K Buy
1,552
+492
+46% +$26.8K ﹤0.01% 558
2024
Q1 		$57K Sell
1,060
-561
-35% -$32K ﹤0.01% 591
2023
Q4 		$100K Buy
1,621
+517
+47% +$31K ﹤0.01% 466
2023
Q3 		$63.2K Buy
1,104
+339
+44% +$20.4K ﹤0.01% 538
2023
Q2 		$47.6K Buy
765
+40
+6% +$2.67K ﹤0.01% 552
2023
Q1 		$48.9K Buy
725
+373
+106% +$25.2K ﹤0.01% 522
2022
Q4 		$25K Buy
352
+63
+22% +$4.19K ﹤0.01% 590
2022
Q3 		$18K Buy
289
+71
+33% +$5.17K ﹤0.01% 608
2022
Q2 		$15K Buy
218
+100
+85% +$7.28K ﹤0.01% 641
2022
Q1 		$9K Buy
118
+14
+13% +$962 ﹤0.01% 774
2021
Q4 		$7K Buy
104
+22
+27% +$1.43K ﹤0.01% 830
2021
Q3 		$5K Sell
82
-21
-20% -$1.42K ﹤0.01% 902
2021
Q2 		$7K Buy
103
+79
+329% +$5.5K ﹤0.01% 774
2021
Q1 		$2K Buy
+24
New +$1.52K ﹤0.01% 907
2020
Q4 		– Sell
-404
Closed -$28K – 955
2020
Q3 		$28K Hold
404
– – ﹤0.01% 468
2020
Q2 		$25K Hold
404
– – ﹤0.01% 456
2020
Q1 		$24K Hold
404
– – ﹤0.01% 431
2019
Q4 		$26K Buy
+404
New +$25.3K ﹤0.01% 503
2019
Q3 		– Sell
-200
Closed -$12K – 900
2019
Q2 		$12K Buy
+200
New +$11.5K ﹤0.01% 557
2018
Q3 		– Sell
-250
Closed -$11.4K – 1117
2018
Q2 		$11.4K Sell
250
-100
-29% -$4.48K ﹤0.01% 586
2018
Q1 		$15.9K Sell
350
-205
-37% -$9.14K ﹤0.01% 541
2017
Q4 		$26.7K Hold
555
– – ﹤0.01% 506
2017
Q3 		$26.3K Hold
555
– – ﹤0.01% 602
2017
Q2 		$25.5K Hold
555
– – ﹤0.01% 578
2017
Q1 		$24.7K Hold
555
– – ﹤0.01% 566
2016
Q4 		$22.6K Buy
+555
New +$22.2K ﹤0.01% 419
2016
Q1 		– Sell
-59
Closed -$2.3K – 913
2015
Q4 		$2.12K Sell
59
-6,128
-99% -$219K ﹤0.01% 650
2015
Q3 		$188K Buy
6,187
+121
+2% +$4.11K 0.04% 263
2015
Q2 		$196K Sell
6,066
-1,106
-15% -$37.2K 0.04% 263
2015
Q1 		$250K Buy
+7,172
New +$256K 0.04% 247
2014
Q4 		– Sell
-6,187
Closed -$188K – 779
2014
Q3 		$188K Buy
+6,187
New +$194K 0.04% 260
2014
Q2 		– Sell
-62
Closed -$1.88K – 615
2014
Q1 		$1.88K Buy
+62
New +$1.81K ﹤0.01% 524

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

MassMutual Private Wealth & Trust increased its Xcel Energy (XEL) stake by 5.8% in Q2 2026, buying an estimated $8.38K and bringing the position to 1,907 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

MassMutual Private Wealth & Trust first reported a position in XEL in Q1 2014 and has held it in 40 quarters since. The position peaked at $250K in Q1 2015. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,907 shares of Xcel Energy worth $153K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 105 Xcel Energy shares in Q2 2026, an estimated $8.38K.
  • Xcel Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #497 holding.
  • MassMutual Private Wealth & Trust first reported a position in Xcel Energy in Q1 2014 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Xcel Energy position peaked at $250K in Q1 2015.
  • 522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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