MCM
WTRG icon

MAI Capital Management’s Essential Utilities WTRG Stock Holding History

MAI Capital Management’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 		$568K Buy
14,831
+7,365
+99% +$281K ﹤0.01% 1243
2026
Q1 		$301K Buy
7,466
+973
+15% +$38.3K ﹤0.01% 1277
2025
Q4 		$249K Buy
6,493
+175
+3% +$6.89K ﹤0.01% 1223
2025
Q3 		$252K Sell
6,318
-75
-1% -$2.86K ﹤0.01% 1176
2025
Q2 		$237K Buy
6,393
+1,193
+23% +$46.5K ﹤0.01% 1109
2025
Q1 		$206K Sell
5,200
-120
-2% -$4.41K ﹤0.01% 1107
2024
Q4 		$193K Buy
+5,320
New +$206K ﹤0.01% 1156
2024
Q3 		– Sell
-5,386
Closed -$201K – 1252
2024
Q2 		$201K Buy
+5,386
New +$200K ﹤0.01% 1146

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 $416B AUM 44.19% 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

MAI Capital Management's WTRG Position: Q2 2026 in Review

MAI Capital Management increased its Essential Utilities (WTRG) stake by 99% in Q2 2026, buying an estimated $281K and bringing the position to 14,831 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

MAI Capital Management first reported a position in WTRG in Q2 2024 and has held it in 8 quarters since. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • MAI Capital Management held 14,831 shares of Essential Utilities worth $568K as of Q2 2026.
  • MAI Capital Management bought 7,365 Essential Utilities shares in Q2 2026, an estimated $281K.
  • Essential Utilities made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1243 holding.
  • MAI Capital Management first reported a position in Essential Utilities in Q2 2024 and has held it in 8 quarters since.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.