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Mendel Money Management’s Essential Utilities WTRG Stock Holding History

Mendel Money 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 		$376K Hold
9,340
– – 0.16% 116
2025
Q4 		$358K Sell
9,340
-100
-1% -$3.94K 0.15% 117
2025
Q3 		$377K Buy
9,440
+50
+0.5% +$1.91K 0.16% 119
2025
Q2 		$349K Buy
9,390
+100
+1% +$3.9K 0.15% 120
2025
Q1 		$367K Buy
9,290
+210
+2% +$7.71K 0.17% 113
2024
Q4 		$330K Buy
9,080
+40
+0.4% +$1.55K 0.15% 122
2024
Q3 		$349K Buy
9,040
+10
+0.1% +$393 0.15% 119
2024
Q2 		$337K Buy
9,030
+100
+1% +$3.71K 0.16% 109
2024
Q1 		$331K Buy
8,930
+185
+2% +$6.71K 0.15% 110
2023
Q4 		$327K Buy
8,745
+515
+6% +$18K 0.16% 113
2023
Q3 		$283K Buy
8,230
+2,500
+44% +$96.9K 0.15% 112
2023
Q2 		$229K Buy
+5,730
New +$240K 0.12% 120

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

Mendel Money Management's WTRG Position: Q1 2026 in Review

Mendel Money Management held its Essential Utilities (WTRG) position steady in Q1 2026 at 9,340 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #116.

Mendel Money Management first reported a position in WTRG in Q2 2023 and has held it in 12 quarters since. The position peaked at $377K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Mendel Money Management held 9,340 shares of Essential Utilities worth $376K as of Q1 2026.
  • Mendel Money Management left its Essential Utilities share count unchanged in Q1 2026.
  • Essential Utilities made up 0.16% of Mendel Money Management's portfolio in Q1 2026, its #116 holding.
  • Mendel Money Management first reported a position in Essential Utilities in Q2 2023 and has held it in 12 quarters since.
  • Mendel Money Management's Essential Utilities position peaked at $377K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.