MAS
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Meeder Advisory Services’s Essential Utilities WTRG Stock Holding History

Meeder Advisory Services’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 		$517K Sell
13,487
-1,547
-10% -$59.1K 0.02% 416
2026
Q1 		$605K Sell
15,034
-277
-2% -$10.9K 0.03% 362
2025
Q4 		$587K Buy
15,311
+1,553
+11% +$61.1K 0.03% 364
2025
Q3 		$549K Buy
13,758
+798
+6% +$30.4K 0.03% 374
2025
Q2 		$481K Buy
12,960
+1,629
+14% +$63.4K 0.02% 384
2025
Q1 		$448K Buy
11,331
+802
+8% +$29.5K 0.03% 377
2024
Q4 		$382K Sell
10,529
-595
-5% -$23.1K 0.02% 404
2024
Q3 		$429K Buy
11,124
+969
+10% +$38.1K 0.03% 371
2024
Q2 		$379K Buy
10,155
+3,649
+56% +$135K 0.03% 366
2024
Q1 		$241K Buy
6,506
+339
+5% +$12.3K 0.02% 393
2023
Q4 		$230K Buy
+6,167
New +$215K 0.03% 388
2023
Q2 		– Sell
-8,142
Closed -$355K – 452
2023
Q1 		$355K Sell
8,142
-3,344
-29% -$151K 0.04% 333
2022
Q4 		$548K Buy
+11,486
New +$520K 0.07% 254

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's WTRG Position: Q2 2026 in Review

Meeder Advisory Services reduced its Essential Utilities (WTRG) stake by 10% in Q2 2026, selling an estimated $59.1K and leaving 13,487 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #416.

Meeder Advisory Services first reported a position in WTRG in Q4 2022 and has held it in 13 quarters since. The position peaked at $605K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Meeder Advisory Services held 13,487 shares of Essential Utilities worth $517K as of Q2 2026.
  • Meeder Advisory Services sold 1,547 Essential Utilities shares in Q2 2026, an estimated $59.1K.
  • Essential Utilities made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #416 holding.
  • Meeder Advisory Services first reported a position in Essential Utilities in Q4 2022 and has held it in 13 quarters since.
  • Meeder Advisory Services's Essential Utilities position peaked at $605K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.