MLA
WTRG icon

MB, Levis & Associates’s Essential Utilities WTRG Stock Holding History

MB, Levis & Associates’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 		$36.4K Hold
951
– – 0.01% 123
2026
Q1 		$38.3K Buy
+951
New +$37.4K 0.02% 112

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

MB, Levis & Associates's WTRG Position: Q2 2026 in Review

MB, Levis & Associates held its Essential Utilities (WTRG) position steady in Q2 2026 at 951 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #123.

MB, Levis & Associates first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $38.3K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • MB, Levis & Associates held 951 shares of Essential Utilities worth $36.4K as of Q2 2026.
  • MB, Levis & Associates left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #123 holding.
  • MB, Levis & Associates first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • MB, Levis & Associates's Essential Utilities position peaked at $38.3K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.