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Mather Group’s Essential Utilities WTRG Stock Holding History

Mather Group’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 		$5.4K Buy
+141
New +$5.38K ﹤0.01% 1605
2025
Q4 		– Sell
-27
Closed -$1.08K – 1660
2025
Q3 		$1.08K Buy
+27
New +$1.03K ﹤0.01% 1580
2025
Q2 		– Sell
-27
Closed -$1.07K – 1734
2025
Q1 		$1.07K Hold
27
– – ﹤0.01% 1634
2024
Q4 		$981 Hold
27
– – ﹤0.01% 1618
2024
Q3 		$1.04K Sell
27
-137
-84% -$5.38K ﹤0.01% 1558
2024
Q2 		$6.08K Buy
164
+137
+507% +$5.08K ﹤0.01% 1573
2024
Q1 		$1.01K Buy
+27
New +$979 ﹤0.01% 1625

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

Mather Group's WTRG Position: Q2 2026 in Review

Mather Group opened a new position in Essential Utilities (WTRG) in Q2 2026: 141 shares worth $5.4K. The stake represents ﹤0.01% of the portfolio and ranks #1605 among its holdings. This is a return to the name: Mather Group previously reported a position in WTRG as recently as Q3 2025.

Mather Group first reported a position in WTRG in Q1 2024 and has held it in 7 quarters since. The position peaked at $6.08K in Q2 2024. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Mather Group held 141 shares of Essential Utilities worth $5.4K as of Q2 2026.
  • Essential Utilities was a new Mather Group position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1605 holding.
  • Mather Group first reported a position in Essential Utilities in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Essential Utilities position peaked at $6.08K in Q2 2024.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.