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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Meeder Advisory Services's WTRG Position: Q1 2026 in Review

Meeder Advisory Services reduced its Essential Utilities (WTRG) stake by 1.8% in Q1 2026, selling an estimated $10.9K and leaving 15,034 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #362.

Meeder Advisory Services first reported a position in WTRG in Q4 2022 and has held it in 12 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Meeder Advisory Services held 15,034 shares of Essential Utilities worth $605K as of Q1 2026.
  • Meeder Advisory Services sold 277 Essential Utilities shares in Q1 2026, an estimated $10.9K.
  • Essential Utilities made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #362 holding.
  • Meeder Advisory Services first reported a position in Essential Utilities in Q4 2022 and has held it in 12 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.