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Farmers & Merchants Investments Inc’s Essential Utilities WTRG Stock Holding History

Farmers & Merchants Investments Inc’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 		$9.58K Hold
250
– – ﹤0.01% 799
2026
Q1 		$10.1K Buy
250
+10
+4% +$394 ﹤0.01% 770
2025
Q4 		$9.21K Buy
240
+15
+7% +$590 ﹤0.01% 775
2025
Q3 		$8.98K Buy
225
+20
+10% +$762 ﹤0.01% 778
2025
Q2 		$7.61K Buy
205
+20
+11% +$779 ﹤0.01% 794
2025
Q1 		$7.31K Buy
185
+85
+85% +$3.12K ﹤0.01% 772
2024
Q4 		$3.63K Hold
100
– – ﹤0.01% 888
2024
Q3 		$3.86K Hold
100
– – ﹤0.01% 878
2024
Q2 		$3.73K Sell
100
-4
-4% -$148 ﹤0.01% 855
2024
Q1 		$3.85K Hold
104
– – ﹤0.01% 821
2023
Q4 		$3.88K Sell
104
-510
-83% -$17.8K ﹤0.01% 807
2023
Q3 		$21.1K Buy
614
+507
+474% +$19.6K ﹤0.01% 494
2023
Q2 		$4.27K Hold
107
– – ﹤0.01% 789
2023
Q1 		$4.67K Hold
107
– – ﹤0.01% 739
2022
Q4 		$5.11K Sell
107
-3
-3% -$136 ﹤0.01% 760
2022
Q3 		$5K Buy
+110
New +$5.33K ﹤0.01% 759
2015
Q3 		– Sell
-250
Closed -$6K – 755
2015
Q2 		$6K Sell
250
-125
-33% -$3.28K ﹤0.01% 599
2015
Q1 		$10K Hold
375
– – ﹤0.01% 509
2014
Q4 		$10K Hold
375
– – ﹤0.01% 500
2014
Q3 		$9K Buy
+375
New +$9.16K ﹤0.01% 534

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Farmers & Merchants Investments Inc's WTRG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Essential Utilities (WTRG) position steady in Q2 2026 at 250 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Farmers & Merchants Investments Inc first reported a position in WTRG in Q3 2014 and has held it in 20 quarters since. The position peaked at $21.1K in Q3 2023. 367 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 250 shares of Essential Utilities worth $9.58K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #799 holding.
  • Farmers & Merchants Investments Inc first reported a position in Essential Utilities in Q3 2014 and has held it in 20 quarters since.
  • Farmers & Merchants Investments Inc's Essential Utilities position peaked at $21.1K in Q3 2023.
  • 367 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.