Meriwether Wealth & Planning’s Essential Utilities WTRG Stock Holding History

Meriwether Wealth & Planning’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 Q3	$14.6K	Buy	+373	New	+$15K	0.01%	375

Other funds holding WTRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Meriwether Wealth & Planning's WTRG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Essential Utilities (WTRG) in Q3 2026: 373 shares worth $14.6K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings.

202 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Meriwether Wealth & Planning held 373 shares of Essential Utilities worth $14.6K as of Q3 2026.
Essential Utilities was a new Meriwether Wealth & Planning position in Q3 2026.
Essential Utilities made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #375 holding.
202 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.