Mariner
WTRG icon

Mariner’s Essential Utilities WTRG Stock Holding History

Mariner’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
Q1 		$2.95M Buy
73,207
+54,195
+285% +$2.13M ﹤0.01% 1309
2025
Q4 		$730K Sell
19,012
-57,877
-75% -$2.28M ﹤0.01% 2183
2025
Q3 		$3.07M Buy
76,889
+9,429
+14% +$359K ﹤0.01% 1172
2025
Q2 		$2.51M Buy
67,460
+14,076
+26% +$548K ﹤0.01% 1209
2025
Q1 		$2.11M Sell
53,384
-8,733
-14% -$321K ﹤0.01% 1210
2024
Q4 		$2.26M Buy
62,117
+14,780
+31% +$574K ﹤0.01% 1151
2024
Q3 		$1.83M Buy
47,337
+2,157
+5% +$84.8K ﹤0.01% 1238
2024
Q2 		$1.69M Buy
45,180
+7,875
+21% +$292K ﹤0.01% 1197
2024
Q1 		$1.38M Sell
37,305
-6,897
-16% -$250K ﹤0.01% 1299
2023
Q4 		$1.65M Buy
44,202
+9,842
+29% +$344K ﹤0.01% 1150
2023
Q3 		$1.18M Buy
34,360
+3,104
+10% +$120K ﹤0.01% 1234
2023
Q2 		$1.25M Buy
31,256
+2,919
+10% +$122K ﹤0.01% 1179
2023
Q1 		$1.24M Buy
28,337
+13
+0% +$586 ﹤0.01% 1173
2022
Q4 		$1.35M Buy
28,324
+12,774
+82% +$578K ﹤0.01% 1100
2022
Q3 		$644K Sell
15,550
-11,031
-41% -$534K ﹤0.01% 1276
2022
Q2 		$1.22M Buy
26,581
+11,927
+81% +$554K 0.01% 846
2022
Q1 		$749K Buy
+14,654
New +$707K ﹤0.01% 1019
2021
Q3 		– Sell
-26,818
Closed -$1.23M – 1020
2021
Q2 		$1.23M Sell
26,818
-2,043
-7% -$95.9K 0.01% 618
2021
Q1 		$1.29M Buy
28,861
+17,432
+153% +$787K 0.01% 549
2020
Q4 		$540K Sell
11,429
-7,219
-39% -$321K ﹤0.01% 663
2020
Q3 		$751K Sell
18,648
-11,010
-37% -$473K 0.01% 550
2020
Q2 		$1.25M Sell
29,658
-587
-2% -$24.8K 0.01% 453
2020
Q1 		$1.23M Buy
+30,245
New +$1.43M 0.02% 445
2019
Q3 		– Sell
-47,057
Closed -$1.95M – 1062
2019
Q2 		$1.95M Buy
+47,057
New +$1.83M 0.02% 389
2013
Q4 		– Sell
-18,059
Closed -$447K – 362
2013
Q3 		$447K Sell
18,059
-14,589
-45% -$372K 0.08% 199
2013
Q2 		$817K Buy
+32,648
New +$829K 0.17% 131

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Mariner's WTRG Position: Q1 2026 in Review

Mariner increased its Essential Utilities (WTRG) stake by 285% in Q1 2026, buying an estimated $2.13M and bringing the position to 73,207 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Mariner first reported a position in WTRG in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.07M in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Mariner held 73,207 shares of Essential Utilities worth $2.95M as of Q1 2026.
  • Mariner bought 54,195 Essential Utilities shares in Q1 2026, an estimated $2.13M.
  • Essential Utilities made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1309 holding.
  • Mariner first reported a position in Essential Utilities in Q2 2013 and has held it in 26 quarters since.
  • Mariner's Essential Utilities position peaked at $3.07M in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.