Rothwell Investment Advisors, LLC’s Essential Utilities WTRG Stock Holding History

Rothwell Investment Advisors, 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	$9.45K	Buy	+241	New	+$9.7K	0.01%	789

Other funds holding WTRG

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WTRG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Essential Utilities (WTRG) in Q3 2026: 241 shares worth $9.45K. The stake represents 0.01% of the portfolio and ranks #789 among its holdings.

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

Rothwell Investment Advisors, LLC held 241 shares of Essential Utilities worth $9.45K as of Q3 2026.
Essential Utilities was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Essential Utilities made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #789 holding.
345 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.