MMM
WTRG icon

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
Q2 		$299K Sell
7,815
-1,525
-16% -$58.2K 0.11% 114
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 $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 $3.37T AUM 44.26% 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

Mendel Money Management's WTRG Position: Q2 2026 in Review

Mendel Money Management reduced its Essential Utilities (WTRG) stake by 16% in Q2 2026, selling an estimated $58.2K and leaving 7,815 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #114.

Mendel Money Management first reported a position in WTRG in Q2 2023 and has held it in 13 quarters since. The position peaked at $377K in Q3 2025. 701 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Mendel Money Management held 7,815 shares of Essential Utilities worth $299K as of Q2 2026.
  • Mendel Money Management sold 1,525 Essential Utilities shares in Q2 2026, an estimated $58.2K.
  • Essential Utilities made up 0.11% of Mendel Money Management's portfolio in Q2 2026, its #114 holding.
  • Mendel Money Management first reported a position in Essential Utilities in Q2 2023 and has held it in 13 quarters since.
  • Mendel Money Management's Essential Utilities position peaked at $377K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.