Superior Planning, LLC’s Essential Utilities WTRG Stock Holding History

Superior Planning, LLC’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	$196	Buy	+5	New	+$201	﹤0.01%	2031

Other funds holding WTRG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Superior Planning, LLC's WTRG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Essential Utilities (WTRG) in Q3 2026: 5 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings.

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

Superior Planning, LLC held 5 shares of Essential Utilities worth $196 as of Q3 2026.
Essential Utilities was a new Superior Planning, LLC position in Q3 2026.
Essential Utilities made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2031 holding.
474 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.