AWA
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Aaron Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Aaron Wealth Advisors’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
2025
Q4 		– Sell
-5,932
Closed -$237K – 720
2025
Q3 		$237K Buy
+5,932
New +$226K 0.01% 586
2023
Q2 		– Sell
-8,388
Closed -$366K – 268
2023
Q1 		$366K Buy
8,388
+14
+0.2% +$632 0.05% 181
2022
Q4 		$400K Sell
8,374
-1,999
-19% -$90.5K 0.06% 170
2022
Q3 		$429K Buy
10,373
+150
+1% +$7.27K 0.08% 126
2022
Q2 		$468K Sell
10,223
-978
-9% -$45.4K 0.12% 108
2022
Q1 		$573K Sell
11,201
-32
-0.3% -$1.54K 0.13% 98
2021
Q4 		$603K Buy
11,233
+405
+4% +$19.7K 0.17% 85
2021
Q3 		$498K Buy
10,828
+167
+2% +$8.09K 0.14% 89
2021
Q2 		$487K Sell
10,661
-115
-1% -$5.4K 0.16% 91
2021
Q1 		$482K Buy
10,776
+24
+0.2% +$1.08K 0.18% 88
2020
Q4 		$508K Buy
+10,752
New +$478K 0.19% 77

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's WTRG Position: Q4 2025 in Review

Aaron Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2025, closing a stake of 5,932 shares — an estimated $237K sold.

Aaron Wealth Advisors first reported a position in WTRG in Q4 2020 and held it in 11 quarters. The position peaked at $603K in Q4 2021. 695 funds tracked by Wall St. Rank hold WTRG as of Q4 2025.

  • Aaron Wealth Advisors reported no remaining Essential Utilities position as of Q4 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,932 Essential Utilities shares in Q4 2025, an estimated $237K.
  • Aaron Wealth Advisors first reported a position in Essential Utilities in Q4 2020 and held it in 11 quarters.
  • Aaron Wealth Advisors's Essential Utilities position peaked at $603K in Q4 2021.
  • 695 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2025.

Based on Aaron Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.