MB, Levis & Associates
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
Q3 		$37.3K Hold
951
– – 0.01% 118
2026
Q2 		$36.4K Hold
951
– – 0.01% 123
2026
Q1 		$38.3K Buy
+951
New +$37.4K 0.02% 112

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Assenagon Asset Management
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
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Duff & Phelps Investment Management
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MB, Levis & Associates's WTRG Position: Q3 2026 in Review

MB, Levis & Associates held its Essential Utilities (WTRG) position steady in Q3 2026 at 951 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #118.

MB, Levis & Associates first reported a position in WTRG in Q1 2026 and has held it in 3 quarters since. The position peaked at $38.3K in Q1 2026. 376 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • MB, Levis & Associates held 951 shares of Essential Utilities worth $37.3K as of Q3 2026.
  • MB, Levis & Associates left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up 0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #118 holding.
  • MB, Levis & Associates first reported a position in Essential Utilities in Q1 2026 and has held it in 3 quarters since.
  • MB, Levis & Associates's Essential Utilities position peaked at $38.3K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.