Mercer Global Advisors
WTRG icon

Mercer Global Advisors’s Essential Utilities WTRG Stock Holding History

Mercer Global Advisors’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 		$2.62M Buy
64,996
+10,116
+18% +$398K ﹤0.01% 1065
2025
Q4 		$2.11M Buy
54,880
+3,845
+8% +$151K ﹤0.01% 1081
2025
Q3 		$2.04M Buy
51,035
+13,784
+37% +$525K ﹤0.01% 1031
2025
Q2 		$1.38M Buy
37,251
+5,616
+18% +$219K ﹤0.01% 1053
2025
Q1 		$1.25M Sell
31,635
-838
-3% -$30.8K ﹤0.01% 1022
2024
Q4 		$1.18M Sell
32,473
-3,089
-9% -$120K ﹤0.01% 1028
2024
Q3 		$1.36M Buy
35,562
+2,085
+6% +$81.9K ﹤0.01% 894
2024
Q2 		$1.25M Buy
33,477
+89
+0.3% +$3.3K ﹤0.01% 872
2024
Q1 		$1.24M Sell
33,388
-2,330
-7% -$84.5K ﹤0.01% 876
2023
Q4 		$1.33M Sell
35,718
-984
-3% -$34.3K ﹤0.01% 866
2023
Q3 		$1.26M Sell
36,702
-2,260
-6% -$87.6K ﹤0.01% 849
2023
Q2 		$1.55M Sell
38,962
-1,422
-4% -$59.7K 0.01% 803
2023
Q1 		$1.76M Sell
40,384
-629
-2% -$28.4K 0.01% 716
2022
Q4 		$1.96M Sell
41,013
-3,103
-7% -$140K 0.01% 689
2022
Q3 		$1.83M Buy
44,116
+17,089
+63% +$828K 0.01% 645
2022
Q2 		$1.24M Buy
27,027
+1,137
+4% +$52.8K 0.01% 772
2022
Q1 		$1.32M Sell
25,890
-6,166
-19% -$298K 0.01% 786
2021
Q4 		$1.72M Sell
32,056
-1,624
-5% -$78.9K 0.01% 677
2021
Q3 		$1.55M Sell
33,680
-2,005
-6% -$97.1K 0.01% 704
2021
Q2 		$1.63M Buy
35,685
+2,631
+8% +$123K 0.01% 647
2021
Q1 		$1.48M Buy
33,054
+190
+0.6% +$8.58K 0.01% 639
2020
Q4 		$1.55M Sell
32,864
-33
-0.1% -$1.47K 0.02% 490
2020
Q3 		$1.32M Buy
32,897
+275
+0.8% +$11.8K 0.02% 486
2020
Q2 		$1.38M Sell
32,622
-3,879
-11% -$164K 0.03% 410
2020
Q1 		$1.49M Buy
+36,501
New +$1.72M 0.03% 376
2019
Q4 		– Sell
-33,447
Closed -$1.5M – 1204
2019
Q3 		$1.5M Buy
33,447
+2,716
+9% +$117K 0.04% 369
2019
Q2 		$1.27M Sell
30,731
-141
-0.5% -$5.49K 0.03% 398
2019
Q1 		$1.13M Buy
+30,872
New +$1.09M 0.04% 381

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

Mercer Global Advisors's WTRG Position: Q1 2026 in Review

Mercer Global Advisors increased its Essential Utilities (WTRG) stake by 18% in Q1 2026, buying an estimated $398K and bringing the position to 64,996 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Mercer Global Advisors first reported a position in WTRG in Q1 2019 and has held it in 28 quarters since. 694 funds tracked by Wall St. Rank hold WTRG as of Q1 2026.

  • Mercer Global Advisors held 64,996 shares of Essential Utilities worth $2.62M as of Q1 2026.
  • Mercer Global Advisors bought 10,116 Essential Utilities shares in Q1 2026, an estimated $398K.
  • Essential Utilities made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1065 holding.
  • Mercer Global Advisors first reported a position in Essential Utilities in Q1 2019 and has held it in 28 quarters since.
  • 694 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.