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TIAA Wealth Investment Management’s Essential Utilities WTRG Stock Holding History

TIAA Wealth Investment 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 		$9.27K Sell
242
-810
-77% -$30.9K ﹤0.01% 572
2026
Q1 		$43K Buy
+1,052
New +$41.4K ﹤0.01% 417

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIAA Wealth Investment Management's WTRG Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Essential Utilities (WTRG) stake by 77% in Q2 2026, selling an estimated $30.9K and leaving 242 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

TIAA Wealth Investment Management first reported a position in WTRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $43K in Q1 2026. 660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • TIAA Wealth Investment Management held 242 shares of Essential Utilities worth $9.27K as of Q2 2026.
  • TIAA Wealth Investment Management sold 810 Essential Utilities shares in Q2 2026, an estimated $30.9K.
  • Essential Utilities made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #572 holding.
  • TIAA Wealth Investment Management first reported a position in Essential Utilities in Q1 2026 and has held it in 2 quarters since.
  • TIAA Wealth Investment Management's Essential Utilities position peaked at $43K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.