MML Investors Services
WTRG icon

MML Investors Services’s Essential Utilities WTRG Stock Holding History

MML Investors Services’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 		$307K Buy
8,013
+1,919
+31% +$73.3K ﹤0.01% 2799
2026
Q1 		$245K Sell
6,094
-825
-12% -$32.5K ﹤0.01% 2688
2025
Q4 		$265K Buy
6,919
+15
+0.2% +$590 ﹤0.01% 2714
2025
Q3 		$275K Buy
+6,904
New +$263K ﹤0.01% 2590
2021
Q2 		– Sell
-5,550
Closed -$248K – 1945
2021
Q1 		$248K Buy
+5,550
New +$251K ﹤0.01% 1614
2019
Q3 		– Sell
-5,736
Closed -$237K – 1622
2019
Q2 		$237K Sell
5,736
-272
-5% -$10.6K ﹤0.01% 1424
2019
Q1 		$219K Buy
+6,008
New +$212K ﹤0.01% 1439
2018
Q4 		– Sell
-6,226
Closed -$230K – 1626
2018
Q3 		$230K Buy
+6,226
New +$230K ﹤0.01% 1424
2017
Q3 		– Sell
-104,357
Closed -$3.48M – 1380
2017
Q2 		$3.48M Sell
104,357
-74,507
-42% -$2.44M 0.07% 227
2017
Q1 		$5.75M Buy
+178,864
New +$5.49M 0.12% 71

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MML Investors Services's WTRG Position: Q2 2026 in Review

MML Investors Services increased its Essential Utilities (WTRG) stake by 31% in Q2 2026, buying an estimated $73.3K and bringing the position to 8,013 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

MML Investors Services first reported a position in WTRG in Q1 2017 and has held it in 10 quarters since. The position peaked at $5.75M in Q1 2017. 358 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • MML Investors Services held 8,013 shares of Essential Utilities worth $307K as of Q2 2026.
  • MML Investors Services bought 1,919 Essential Utilities shares in Q2 2026, an estimated $73.3K.
  • Essential Utilities made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2799 holding.
  • MML Investors Services first reported a position in Essential Utilities in Q1 2017 and has held it in 10 quarters since.
  • MML Investors Services's Essential Utilities position peaked at $5.75M in Q1 2017.
  • 358 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.