MFG
WTRG icon

Merit Financial Group’s Essential Utilities WTRG Stock Holding History

Merit Financial Group’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 		$798K Buy
20,829
+6,980
+50% +$267K ﹤0.01% 1199
2026
Q1 		$558K Buy
13,849
+5,677
+69% +$223K ﹤0.01% 1313
2025
Q4 		$313K Buy
8,172
+776
+10% +$30.5K ﹤0.01% 1543
2025
Q3 		$295K Buy
+7,396
New +$282K ﹤0.01% 1469

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Merit Financial Group's WTRG Position: Q2 2026 in Review

Merit Financial Group increased its Essential Utilities (WTRG) stake by 50% in Q2 2026, buying an estimated $267K and bringing the position to 20,829 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Merit Financial Group first reported a position in WTRG in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Merit Financial Group held 20,829 shares of Essential Utilities worth $798K as of Q2 2026.
  • Merit Financial Group bought 6,980 Essential Utilities shares in Q2 2026, an estimated $267K.
  • Essential Utilities made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1199 holding.
  • Merit Financial Group first reported a position in Essential Utilities in Q3 2025 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.