AIP
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Ameritas Investment Partners’s Essential Utilities WTRG Stock Holding History

Ameritas Investment Partners’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Hold
68,480
– – 0.07% 293
2026
Q1 		$2.76M Buy
68,480
+270
+0.4% +$10.6K 0.08% 241
2025
Q4 		$2.62M Sell
68,210
-2,165
-3% -$85.2K 0.08% 250
2025
Q3 		$2.81M Buy
70,375
+1,014
+1% +$38.6K 0.09% 234
2025
Q2 		$2.58M Buy
69,361
+322
+0.5% +$12.5K 0.08% 247
2025
Q1 		$2.73M Sell
69,039
-21,928
-24% -$805K 0.09% 204
2024
Q4 		$3.3M Sell
90,967
-842
-0.9% -$32.7K 0.11% 167
2024
Q3 		$3.54M Sell
91,809
-1,854
-2% -$72.9K 0.12% 155
2024
Q2 		$3.5M Sell
93,663
-2,014
-2% -$74.7K 0.12% 147
2024
Q1 		$3.54M Buy
95,677
+2,619
+3% +$95K 0.12% 149
2023
Q4 		$3.48M Buy
93,058
+662
+0.7% +$23.1K 0.13% 141
2023
Q3 		$3.17M Sell
92,396
-31,318
-25% -$1.21M 0.13% 143
2023
Q2 		$4.94M Sell
123,714
-626
-0.5% -$26.3K 0.19% 79
2023
Q1 		$5.43M Buy
124,340
+6,629
+6% +$299K 0.21% 70
2022
Q4 		$5.54M Buy
117,711
+6,681
+6% +$302K 0.22% 68
2022
Q3 		$4.59M Buy
111,030
+2,232
+2% +$108K 0.21% 79
2022
Q2 		$4.99M Buy
108,798
+904
+0.8% +$42K 0.22% 70
2022
Q1 		$5.51M Buy
107,894
+26,366
+32% +$1.27M 0.2% 76
2021
Q4 		$4.38M Buy
81,528
+2,502
+3% +$121K 0.15% 113
2021
Q3 		$3.64M Sell
79,026
-879
-1% -$42.6K 0.13% 131
2021
Q2 		$3.65M Buy
79,905
+1,764
+2% +$82.8K 0.13% 130
2021
Q1 		$3.54M Sell
78,141
-461
-0.6% -$20.8K 0.13% 129
2020
Q4 		$3.72M Sell
78,602
-206
-0.3% -$9.15K 0.17% 113
2020
Q3 		$3.17M Sell
78,808
-410
-0.5% -$17.6K 0.14% 124
2020
Q2 		$3.35M Buy
79,218
+4,014
+5% +$170K 0.16% 101
2020
Q1 		$3.06M Buy
75,204
+7,100
+10% +$335K 0.17% 93
2019
Q4 		$3.2M Sell
68,104
-2,341
-3% -$105K 0.14% 123
2019
Q3 		$3.16M Sell
70,445
-1,777
-2% -$76.3K 0.14% 127
2019
Q2 		$2.99M Buy
72,222
+500
+0.7% +$19.5K 0.14% 133
2019
Q1 		$2.61M Buy
71,722
+1,077
+2% +$38K 0.12% 155
2018
Q4 		$2.42M Buy
70,645
+335
+0.5% +$11.6K 0.13% 151
2018
Q3 		$2.59M Hold
70,310
– – 0.12% 174
2018
Q2 		$2.47M Sell
70,310
-538
-0.8% -$18.4K 0.12% 174
2018
Q1 		$2.41M Buy
70,848
+3,800
+6% +$132K 0.12% 190
2017
Q4 		$2.63M Hold
67,048
– – 0.12% 190
2017
Q3 		$2.24M Hold
67,048
– – 0.11% 207
2017
Q2 		$2.23M Buy
67,048
+839
+1% +$27.5K 0.11% 206
2017
Q1 		$2.13M Buy
66,209
+3,770
+6% +$116K 0.11% 219
2016
Q4 		$1.88M Hold
62,439
– – 0.09% 253
2016
Q3 		$1.9M Buy
62,439
+34,409
+123% +$1.12M 0.1% 220
2016
Q2 		$1M Buy
28,030
+1,448
+5% +$47.2K 0.07% 299
2016
Q1 		$846K Hold
26,582
– – 0.06% 361
2015
Q4 		$792K Hold
26,582
– – 0.05% 366
2015
Q3 		$704K Hold
26,582
– – 0.05% 385
2015
Q2 		$651K Hold
26,582
– – 0.04% 456
2015
Q1 		$700K Buy
26,582
+614
+2% +$16.3K 0.05% 442
2014
Q4 		$693K Sell
25,968
-400
-2% -$10.3K 0.05% 427
2014
Q3 		$620K Hold
26,368
– – 0.04% 468
2014
Q2 		$691K Sell
26,368
-614
-2% -$15.4K 0.05% 438
2014
Q1 		$676K Sell
26,982
-987
-4% -$23.8K 0.05% 422
2013
Q4 		$660K Hold
27,969
– – 0.05% 449
2013
Q3 		$692K Buy
+27,969
New +$713K 0.07% 384

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Ameritas Investment Partners's WTRG Position: Q2 2026 in Review

Ameritas Investment Partners held its Essential Utilities (WTRG) position steady in Q2 2026 at 68,480 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #293.

Ameritas Investment Partners first reported a position in WTRG in Q3 2013 and has held it in 52 quarters since. The position peaked at $5.54M in Q4 2022. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Ameritas Investment Partners held 68,480 shares of Essential Utilities worth $2.62M as of Q2 2026.
  • Ameritas Investment Partners left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.07% of Ameritas Investment Partners's portfolio in Q2 2026, its #293 holding.
  • Ameritas Investment Partners first reported a position in Essential Utilities in Q3 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's Essential Utilities position peaked at $5.54M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.