MAM
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Meeder Asset Management’s Essential Utilities WTRG Stock Holding History

Meeder Asset Management’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 		$40 Sell
1
-207
-100% -$8.15K ﹤0.01% 870
2025
Q4 		$7.98K Sell
208
-25
-11% -$984 ﹤0.01% 718
2025
Q3 		$9.3K Buy
+233
New +$8.88K ﹤0.01% 561
2022
Q4 		– Sell
-15,948
Closed -$660K – 2044
2022
Q3 		$660K Buy
15,948
+4,365
+38% +$211K 0.04% 333
2022
Q2 		$531K Buy
11,583
+2,047
+21% +$95.1K 0.03% 386
2022
Q1 		$488K Buy
+9,536
New +$460K 0.02% 409
2021
Q4 		– Sell
-4,728
Closed -$218K – 2371
2021
Q3 		$218K Buy
4,728
+807
+21% +$39.1K 0.01% 695
2021
Q2 		$179K Buy
3,921
+1,014
+35% +$47.6K 0.01% 761
2021
Q1 		$130K Buy
2,907
+1,750
+151% +$79K 0.01% 845
2020
Q4 		$55K Buy
1,157
+730
+171% +$32.4K 0.01% 548
2020
Q3 		$17K Buy
427
+136
+47% +$5.84K ﹤0.01% 1221
2020
Q2 		$12K Buy
291
+183
+169% +$7.73K ﹤0.01% 1276
2020
Q1 		$4K Buy
108
+94
+671% +$4.43K ﹤0.01% 1893
2019
Q4 		$1K Sell
14
-22
-61% -$991 ﹤0.01% 2182
2019
Q3 		$2K Sell
36
-113
-76% -$4.85K ﹤0.01% 1996
2019
Q2 		$6K Buy
+149
New +$5.8K ﹤0.01% 1624
2016
Q4 		– Sell
-9,694
Closed -$295K – 1072
2016
Q3 		$295K Sell
9,694
-5,590
-37% -$181K 0.03% 501
2016
Q2 		$545K Sell
15,284
-1,224
-7% -$39.9K 0.05% 392
2016
Q1 		$525K Sell
16,508
-5,700
-26% -$176K 0.05% 391
2015
Q4 		$662K Sell
22,208
-50
-0.2% -$1.44K 0.06% 259
2015
Q3 		$589K Sell
22,258
-19,895
-47% -$509K 0.06% 314
2015
Q2 		$1.03M Buy
42,153
+2,877
+7% +$75.5K 0.1% 212
2015
Q1 		$1.03M Buy
+39,276
New +$1.05M 0.11% 225

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 $123B AUM 38.85% 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 $105B AUM 38.07% 1-Year Est. Return

Meeder Asset Management's WTRG Position: Q1 2026 in Review

Meeder Asset Management reduced its Essential Utilities (WTRG) stake by 100% in Q1 2026, selling an estimated $8.15K and leaving 1 share worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Meeder Asset Management first reported a position in WTRG in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2015. 695 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Meeder Asset Management held 1 share of Essential Utilities worth $40 as of Q1 2026.
  • Meeder Asset Management sold 207 Essential Utilities shares in Q1 2026, an estimated $8.15K.
  • Essential Utilities made up ﹤0.01% of Meeder Asset Management's portfolio in Q1 2026, its #870 holding.
  • Meeder Asset Management first reported a position in Essential Utilities in Q1 2015 and has held it in 23 quarters since.
  • Meeder Asset Management's Essential Utilities position peaked at $1.03M in Q1 2015.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

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