Ameriprise’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.4M | Buy |
322,647
+18,101
| +6% | +$691K | ﹤0.01% | 1901 |
|
|
2026
Q1 | $12.3M | Sell |
304,546
-97,619
| -24% | -$3.84M | ﹤0.01% | 1778 |
|
|
2025
Q4 | $15.5M | Buy |
402,165
+3,585
| +0.9% | +$141K | ﹤0.01% | 1598 |
|
|
2025
Q3 | $15.9M | Buy |
398,580
+20,905
| +6% | +$797K | ﹤0.01% | 1566 |
|
|
2025
Q2 | $14M | Buy |
377,675
+10,730
| +3% | +$418K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $14.5M | Buy |
366,945
+6,547
| +2% | +$240K | ﹤0.01% | 1522 |
|
|
2024
Q4 | $13.1M | Sell |
360,398
-70,437
| -16% | -$2.73M | ﹤0.01% | 1609 |
|
|
2024
Q3 | $16.6M | Buy |
430,835
+17,768
| +4% | +$698K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $15.4M | Sell |
413,067
-16,871
| -4% | -$626K | ﹤0.01% | 1436 |
|
|
2024
Q1 | $15.9M | Buy |
429,938
+7,648
| +2% | +$277K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $15.8M | Buy |
422,290
+16,986
| +4% | +$593K | ﹤0.01% | 1419 |
|
|
2023
Q3 | $13.9M | Buy |
405,304
+34,533
| +9% | +$1.34M | ﹤0.01% | 1463 |
|
|
2023
Q2 | $14.8M | Sell |
370,771
-14,546
| -4% | -$610K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $16.8M | Buy |
385,317
+13,547
| +4% | +$611K | 0.01% | 1395 |
|
|
2022
Q4 | $17.7M | Buy |
371,770
+1,554
| +0.4% | +$70.3K | 0.01% | 1296 |
|
|
2022
Q3 | $15.3M | Buy |
370,216
+21,860
| +6% | +$1.06M | 0.01% | 1361 |
|
|
2022
Q2 | $16M | Sell |
348,356
-9,659
| -3% | -$449K | 0.01% | 1379 |
|
|
2022
Q1 | $18.2M | Buy |
358,015
+2,967
| +0.8% | +$143K | 0.01% | 1431 |
|
|
2021
Q4 | $19M | Buy |
355,048
+6,175
| +2% | +$300K | 0.01% | 1450 |
|
|
2021
Q3 | $16.1M | Sell |
348,873
-74,478
| -18% | -$3.61M | 0.01% | 1447 |
|
|
2021
Q2 | $19.4M | Sell |
423,351
-572
| -0.1% | -$26.8K | 0.01% | 1384 |
|
|
2021
Q1 | $19M | Sell |
423,923
-14,027
| -3% | -$633K | 0.01% | 1363 |
|
|
2020
Q4 | $20.7M | Sell |
437,950
-21,938
| -5% | -$975K | 0.01% | 1201 |
|
|
2020
Q3 | $18.5M | Sell |
459,888
-32,694
| -7% | -$1.4M | 0.01% | 1119 |
|
|
2020
Q2 | $20.7M | Buy |
492,582
+7,562
| +2% | +$319K | 0.01% | 1035 |
|
|
2020
Q1 | $19.7M | Sell |
485,020
-40,576
| -8% | -$1.91M | 0.01% | 940 |
|
|
2019
Q4 | $24.7M | Sell |
525,596
-33,640
| -6% | -$1.52M | 0.01% | 1034 |
|
|
2019
Q3 | $25.1M | Sell |
559,236
-59,674
| -10% | -$2.56M | 0.01% | 987 |
|
|
2019
Q2 | $25.6M | Buy |
618,910
+138,460
| +29% | +$5.39M | 0.01% | 1000 |
|
|
2019
Q1 | $17.5M | Sell |
480,450
-8,685
| -2% | -$306K | 0.01% | 1246 |
|
|
2018
Q4 | $16.7M | Sell |
489,135
-25,070
| -5% | -$869K | 0.01% | 1179 |
|
|
2018
Q3 | $19M | Sell |
514,205
-8,505
| -2% | -$315K | 0.01% | 1348 |
|
|
2018
Q2 | $18.4M | Buy |
522,710
+6,389
| +1% | +$219K | 0.01% | 1232 |
|
|
2018
Q1 | $17.6M | Sell |
516,321
-6,122
| -1% | -$213K | 0.01% | 1223 |
|
|
2017
Q4 | $20.5M | Sell |
522,443
-16,046
| -3% | -$585K | 0.01% | 1049 |
|
|
2017
Q3 | $17.9M | Buy |
538,489
+6,437
| +1% | +$216K | 0.01% | 1130 |
|
|
2017
Q2 | $17.7M | Buy |
532,052
+16,590
| +3% | +$544K | 0.01% | 1118 |
|
|
2017
Q1 | $16.6M | Buy |
515,462
+18,856
| +4% | +$579K | 0.01% | 1143 |
|
|
2016
Q4 | $14.9M | Buy |
496,606
+15,075
| +3% | +$450K | 0.01% | 1199 |
|
|
2016
Q3 | $14.7M | Buy |
481,531
+14,976
| +3% | +$486K | 0.01% | 1132 |
|
|
2016
Q2 | $16.6M | Sell |
466,555
-8,149
| -2% | -$265K | 0.01% | 1022 |
|
|
2016
Q1 | $15.1M | Buy |
474,704
+10,048
| +2% | +$311K | 0.01% | 1106 |
|
|
2015
Q4 | $13.8M | Sell |
464,656
-16,503
| -3% | -$475K | 0.01% | 1197 |
|
|
2015
Q3 | $12.7M | Sell |
481,159
-6,800
| -1% | -$174K | 0.01% | 1259 |
|
|
2015
Q2 | $11.9M | Buy |
487,959
+27,108
| +6% | +$711K | 0.01% | 1431 |
|
|
2015
Q1 | $12.1M | Buy |
460,851
+12,504
| +3% | +$333K | 0.01% | 1405 |
|
|
2014
Q4 | $12M | Sell |
448,347
-4,188
| -0.9% | -$108K | 0.01% | 1361 |
|
|
2014
Q3 | $10.6M | Buy |
452,535
+21,217
| +5% | +$518K | 0.01% | 1424 |
|
|
2014
Q2 | $11.3M | Buy |
431,318
+3,466
| +0.8% | +$87.2K | 0.01% | 1431 |
|
|
2014
Q1 | $10.7M | Buy |
427,852
+10,420
| +2% | +$252K | 0.01% | 1447 |
|
|
2013
Q4 | $9.85M | Buy |
417,432
+6,688
| +2% | +$163K | 0.01% | 1514 |
|
|
2013
Q3 | $10.2M | Buy |
410,744
+28,784
| +8% | +$734K | 0.01% | 1464 |
|
|
2013
Q2 | $9.56M | Buy |
+381,960
| New | +$9.7M | 0.01% | 1453 |
|
Other funds holding WTRG
AA
Ameriprise's WTRG Position: Q2 2026 in Review
Ameriprise increased its Essential Utilities (WTRG) stake by 5.9% in Q2 2026, buying an estimated $691K and bringing the position to 322,647 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.
Ameriprise first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.6M in Q2 2019. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Ameriprise held 322,647 shares of Essential Utilities worth $12.4M as of Q2 2026.
- Ameriprise bought 18,101 Essential Utilities shares in Q2 2026, an estimated $691K.
- Essential Utilities made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1901 holding.
- Ameriprise first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Ameriprise's Essential Utilities position peaked at $25.6M in Q2 2019.
- 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.