MPWT
WTRG icon

MassMutual Private Wealth & Trust’s Essential Utilities WTRG Stock Holding History

MassMutual Private Wealth & Trust’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 		$42.5K Sell
1,110
-271
-20% -$10.3K ﹤0.01% 837
2026
Q1 		$55.6K Sell
1,381
-168
-11% -$6.61K ﹤0.01% 736
2025
Q4 		$59.4K Sell
1,549
-1,096
-41% -$43.1K ﹤0.01% 738
2025
Q3 		$106K Buy
2,645
+105
+4% +$4K ﹤0.01% 582
2025
Q2 		$94.3K Buy
2,540
+1,220
+92% +$47.5K ﹤0.01% 604
2025
Q1 		$52.2K Sell
1,320
-204
-13% -$7.49K ﹤0.01% 720
2024
Q4 		$55.4K Buy
1,524
+91
+6% +$3.53K ﹤0.01% 723
2024
Q3 		$55.3K Sell
1,433
-3,207
-69% -$126K ﹤0.01% 642
2024
Q2 		$173K Buy
4,640
+3,127
+207% +$116K 0.01% 423
2024
Q1 		$56.1K Buy
1,513
+802
+113% +$29.1K ﹤0.01% 596
2023
Q4 		$26.6K Buy
711
+610
+604% +$21.3K ﹤0.01% 758
2023
Q3 		$3.47K Sell
101
-503
-83% -$19.5K ﹤0.01% 1358
2023
Q2 		$24.1K Buy
604
+453
+300% +$19K ﹤0.01% 713
2023
Q1 		$6.59K Buy
151
+46
+44% +$2.08K ﹤0.01% 1074
2022
Q4 		$5K Sell
105
-37
-26% -$1.68K ﹤0.01% 1020
2022
Q3 		$6K Buy
142
+101
+246% +$4.89K ﹤0.01% 915
2022
Q2 		$2K Buy
41
+26
+173% +$1.21K ﹤0.01% 1223
2022
Q1 		$1K Buy
+15
New +$724 ﹤0.01% 1459
2021
Q4 		– Sell
-450
Closed -$21K – 1494
2021
Q3 		$21K Buy
+450
New +$21.8K ﹤0.01% 597
2021
Q1 		– Sell
-668
Closed -$32K – 1191
2020
Q4 		$32K Buy
668
+168
+34% +$7.46K ﹤0.01% 482
2020
Q3 		$20K Hold
500
– – ﹤0.01% 501
2020
Q2 		$21K Hold
500
– – ﹤0.01% 468
2020
Q1 		$20K Hold
500
– – ﹤0.01% 447
2019
Q4 		$23K Hold
500
– – ﹤0.01% 518
2019
Q3 		$22K Hold
500
– – ﹤0.01% 507
2019
Q2 		$21K Sell
500
-160
-24% -$6.22K ﹤0.01% 493
2019
Q1 		$24.1K Buy
660
+76
+13% +$2.68K ﹤0.01% 493
2018
Q4 		$20K Buy
584
+84
+17% +$2.91K ﹤0.01% 486
2018
Q3 		$18.4K Hold
500
– – ﹤0.01% 513
2018
Q2 		$17.6K Sell
500
-300
-38% -$10.3K ﹤0.01% 517
2018
Q1 		$27.2K Sell
800
-57
-7% -$1.99K ﹤0.01% 467
2017
Q4 		$33.6K Buy
+857
New +$31.3K ﹤0.01% 481
2015
Q4 		– Sell
-125
Closed -$2.94K – 963
2015
Q3 		$2.94K Hold
125
– – ﹤0.01% 680
2015
Q2 		$3.28K Hold
125
– – ﹤0.01% 609
2015
Q1 		$3.29K Hold
125
– – ﹤0.01% 624
2014
Q4 		$3.34K Hold
125
– – ﹤0.01% 535
2014
Q3 		$2.94K Hold
125
– – ﹤0.01% 656
2014
Q2 		$3.28K Hold
125
– – ﹤0.01% 473
2014
Q1 		$3.13K Hold
125
– – ﹤0.01% 459
2013
Q4 		$2.95K Buy
+125
New +$3.05K ﹤0.01% 399

Other funds holding WTRG

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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's WTRG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Essential Utilities (WTRG) stake by 20% in Q2 2026, selling an estimated $10.3K and leaving 1,110 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

MassMutual Private Wealth & Trust first reported a position in WTRG in Q4 2013 and has held it in 40 quarters since. The position peaked at $173K in Q2 2024. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,110 shares of Essential Utilities worth $42.5K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 271 Essential Utilities shares in Q2 2026, an estimated $10.3K.
  • Essential Utilities made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #837 holding.
  • MassMutual Private Wealth & Trust first reported a position in Essential Utilities in Q4 2013 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Essential Utilities position peaked at $173K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.