TD Asset Management
WTRG icon

TD Asset Management’s Essential Utilities WTRG Stock Holding History

TD Asset 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 		$5.39M Buy
140,758
+9,925
+8% +$379K ﹤0.01% 796
2026
Q1 		$5.27M Sell
130,833
-24,257
-16% -$955K ﹤0.01% 783
2025
Q4 		$5.95M Buy
155,090
+2,600
+2% +$102K ﹤0.01% 767
2025
Q3 		$6.08M Buy
152,490
+4,514
+3% +$172K ﹤0.01% 754
2025
Q2 		$5.5M Sell
147,976
-5,868
-4% -$229K ﹤0.01% 755
2025
Q1 		$6.08M Sell
153,844
-22,674
-13% -$833K 0.01% 749
2024
Q4 		$6.41M Buy
176,518
+15,868
+10% +$616K 0.01% 746
2024
Q3 		$6.17M Buy
160,650
+31,591
+24% +$1.24M 0.01% 751
2024
Q2 		$4.82M Sell
129,059
-2,745
-2% -$102K ﹤0.01% 771
2024
Q1 		$4.88M Buy
131,804
+108,338
+462% +$3.93M ﹤0.01% 784
2023
Q4 		$876K Buy
23,466
+5,395
+30% +$188K ﹤0.01% 1200
2023
Q3 		$620K Sell
18,071
-1,000
-5% -$38.7K ﹤0.01% 1229
2023
Q2 		$761K Sell
19,071
-64
-0.3% -$2.69K ﹤0.01% 1183
2023
Q1 		$835K Buy
19,135
+64
+0.3% +$2.89K ﹤0.01% 1168
2022
Q4 		$910K Buy
19,071
+700
+4% +$31.7K ﹤0.01% 1156
2022
Q3 		$778K Sell
18,371
-300
-2% -$14.5K ﹤0.01% 1223
2022
Q2 		$856K Sell
18,671
-2,874
-13% -$133K ﹤0.01% 1206
2022
Q1 		$1.1M Buy
21,545
+200
+0.9% +$9.65K ﹤0.01% 1216
2021
Q4 		$1.15M Sell
21,345
-2,127
-9% -$103K ﹤0.01% 1255
2021
Q3 		$1.08M Sell
23,472
-300
-1% -$14.5K ﹤0.01% 1231
2021
Q2 		$1.17M Sell
23,772
-13,078
-35% -$614K ﹤0.01% 1226
2021
Q1 		$1.65M Sell
36,850
-395
-1% -$17.8K ﹤0.01% 1151
2020
Q4 		$1.76M Buy
37,245
+2,388
+7% +$106K ﹤0.01% 1062
2020
Q3 		$1.4M Buy
34,857
+11,829
+51% +$508K ﹤0.01% 1002
2020
Q2 		$973K Buy
23,028
+500
+2% +$21.1K ﹤0.01% 1066
2020
Q1 		$917K Buy
22,528
+300
+1% +$14.2K ﹤0.01% 1022
2019
Q4 		$1.04M Buy
22,228
+11,095
+100% +$500K ﹤0.01% 1083
2019
Q3 		$499K Buy
11,133
+700
+7% +$30.1K ﹤0.01% 1173
2019
Q2 		$432K Sell
10,433
-8,110
-44% -$316K ﹤0.01% 1203
2019
Q1 		$676K Buy
18,543
+16
+0.1% +$564 ﹤0.01% 1125
2018
Q4 		$633K Sell
18,527
-4,900
-21% -$170K ﹤0.01% 1172
2018
Q3 		$864K Buy
23,427
+100
+0.4% +$3.7K ﹤0.01% 1190
2018
Q2 		$821K Sell
23,327
-400
-2% -$13.7K ﹤0.01% 1173
2018
Q1 		$808K Buy
23,727
+9,900
+72% +$345K ﹤0.01% 1110
2017
Q4 		$542K Buy
+13,827
New +$504K ﹤0.01% 1176
2016
Q4 		– Sell
-7,927
Closed -$242K – 1407
2016
Q3 		$242K Buy
+7,927
New +$257K ﹤0.01% 1344
2015
Q3 		– Sell
-9,250
Closed -$227K – 1389
2015
Q2 		$227K Buy
+9,250
New +$243K ﹤0.01% 1332

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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 $413B AUM 44.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Asset Management's WTRG Position: Q2 2026 in Review

TD Asset Management increased its Essential Utilities (WTRG) stake by 7.6% in Q2 2026, buying an estimated $379K and bringing the position to 140,758 shares worth $5.39M. The position accounts for ﹤0.01% of the portfolio, ranked #796.

TD Asset Management first reported a position in WTRG in Q2 2015 and has held it in 37 quarters since. The position peaked at $6.41M in Q4 2024. 560 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • TD Asset Management held 140,758 shares of Essential Utilities worth $5.39M as of Q2 2026.
  • TD Asset Management bought 9,925 Essential Utilities shares in Q2 2026, an estimated $379K.
  • Essential Utilities made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #796 holding.
  • TD Asset Management first reported a position in Essential Utilities in Q2 2015 and has held it in 37 quarters since.
  • TD Asset Management's Essential Utilities position peaked at $6.41M in Q4 2024.
  • 560 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.