Mackenzie Financial
WTRG icon

Mackenzie Financial’s Essential Utilities WTRG Stock Holding History

Mackenzie Financial’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
Q3 		$211K Buy
+5,394
New +$216K ﹤0.01% 1470
2023
Q3 		– Sell
-11,102
Closed -$448K – 1603
2023
Q2 		$448K Buy
+11,102
New +$466K ﹤0.01% 1052
2021
Q2 		– Sell
-9,764
Closed -$437K – 1290
2021
Q1 		$437K Buy
9,764
+2,935
+43% +$133K ﹤0.01% 957
2020
Q4 		$323K Buy
6,829
+674
+11% +$29.9K ﹤0.01% 931
2020
Q3 		$248K Buy
6,155
+1,055
+21% +$45.3K ﹤0.01% 909
2020
Q2 		$215K Sell
5,100
-19,862
-80% -$839K ﹤0.01% 930
2020
Q1 		$1.02M Buy
24,962
+522
+2% +$24.6K ﹤0.01% 636
2019
Q4 		$1.15M Buy
24,440
+5,193
+27% +$234K ﹤0.01% 712
2019
Q3 		$863K Buy
19,247
+2,347
+14% +$101K ﹤0.01% 740
2019
Q2 		$699K Buy
16,900
+4,621
+38% +$180K ﹤0.01% 809
2019
Q1 		$447K Buy
12,279
+2,835
+30% +$100K ﹤0.01% 1044
2018
Q4 		$323K Buy
+9,444
New +$327K ﹤0.01% 1010
2014
Q2 		– Sell
-37,150
Closed -$931K – 674
2014
Q1 		$931K Buy
37,150
+2,900
+8% +$70K ﹤0.01% 519
2013
Q4 		$808K Hold
34,250
– – ﹤0.01% 532
2013
Q3 		$847K Sell
34,250
-875
-2% -$22.3K ﹤0.01% 513
2013
Q2 		$879K Buy
+35,125
New +$892K ﹤0.01% 512

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial's WTRG Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Essential Utilities (WTRG) in Q3 2026: 5,394 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in WTRG as recently as Q2 2023.

Mackenzie Financial first reported a position in WTRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.15M in Q4 2019. 431 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Mackenzie Financial held 5,394 shares of Essential Utilities worth $211K as of Q3 2026.
  • Essential Utilities was a new Mackenzie Financial position in Q3 2026.
  • Essential Utilities made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1470 holding.
  • Mackenzie Financial first reported a position in Essential Utilities in Q2 2013 and has held it in 16 quarters since.
  • Mackenzie Financial's Essential Utilities position peaked at $1.15M in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.