MPWT
MassMutual Private Wealth & Trust’s Xcel Energy XEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Buy |
2,108
+84
| +4% | +$5.72K | ﹤0.01% | 507 |
|
|
2025
Q1 | $143K | Buy |
2,024
+209
| +12% | +$14.8K | ﹤0.01% | 487 |
|
|
2024
Q4 | $123K | Buy |
1,815
+270
| +17% | +$18.2K | ﹤0.01% | 535 |
|
|
2024
Q3 | $101K | Sell |
1,545
-7
| -0.5% | -$457 | ﹤0.01% | 524 |
|
|
2024
Q2 | $82.9K | Buy |
1,552
+492
| +46% | +$26.3K | ﹤0.01% | 558 |
|
|
2024
Q1 | $57K | Sell |
1,060
-561
| -35% | -$30.2K | ﹤0.01% | 591 |
|
|
2023
Q4 | $100K | Buy |
1,621
+517
| +47% | +$32K | ﹤0.01% | 466 |
|
|
2023
Q3 | $63.2K | Buy |
1,104
+339
| +44% | +$19.4K | ﹤0.01% | 538 |
|
|
2023
Q2 | $47.6K | Buy |
765
+40
| +6% | +$2.49K | ﹤0.01% | 552 |
|
|
2023
Q1 | $48.9K | Buy |
725
+373
| +106% | +$25.2K | ﹤0.01% | 522 |
|
|
2022
Q4 | $25K | Buy |
352
+63
| +22% | +$4.47K | ﹤0.01% | 590 |
|
|
2022
Q3 | $18K | Buy |
289
+71
| +33% | +$4.42K | ﹤0.01% | 608 |
|
|
2022
Q2 | $15K | Buy |
218
+100
| +85% | +$6.88K | ﹤0.01% | 641 |
|
|
2022
Q1 | $9K | Buy |
118
+14
| +13% | +$1.07K | ﹤0.01% | 774 |
|
|
2021
Q4 | $7K | Buy |
104
+22
| +27% | +$1.48K | ﹤0.01% | 830 |
|
|
2021
Q3 | $5K | Sell |
82
-21
| -20% | -$1.28K | ﹤0.01% | 902 |
|
|
2021
Q2 | $7K | Buy |
103
+79
| +329% | +$5.37K | ﹤0.01% | 775 |
|
|
2021
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 907 |
|
|
2020
Q4 | – | Sell |
-404
| Closed | -$28K | – | 957 |
|
|
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 | +$26K | ﹤0.01% | 503 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$12K | – | 908 |
|
|
2019
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 557 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$11.4K | – | 1123 |
|
|
2018
Q2 | $11.4K | Sell |
250
-100
| -29% | -$4.57K | ﹤0.01% | 586 |
|
|
2018
Q1 | $15.9K | Sell |
350
-205
| -37% | -$9.32K | ﹤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 | +$22.6K | ﹤0.01% | 419 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1018 |
|
|
2016
Q1 | – | Sell |
-59
| Closed | -$2.12K | – | 959 |
|
|
2015
Q4 | $2.12K | Sell |
59
-6,128
| -99% | -$220K | ﹤0.01% | 650 |
|
|
2015
Q3 | $188K | Buy |
6,187
+121
| +2% | +$3.68K | 0.04% | 263 |
|
|
2015
Q2 | $196K | Sell |
6,066
-1,106
| -15% | -$35.6K | 0.04% | 263 |
|
|
2015
Q1 | $250K | Buy |
+7,172
| New | +$250K | 0.04% | 247 |
|
|
2014
Q4 | – | Sell |
-6,187
| Closed | -$188K | – | 824 |
|
|
2014
Q3 | $188K | Buy |
+6,187
| New | +$188K | 0.04% | 260 |
|
|
2014
Q2 | – | Sell |
-62
| Closed | -$1.88K | – | 694 |
|
|
2014
Q1 | $1.88K | Buy |
+62
| New | +$1.88K | ﹤0.01% | 524 |
|