Action Point Financial Planning’s Essential Utilities WTRG Stock Holding History

Action Point Financial Planning’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	$6.47K	Buy	+173	New	+$6.61K	﹤0.01%	1683

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Action Point Financial Planning's WTRG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Essential Utilities (WTRG) in Q2 2026: 173 shares worth $6.47K. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings.

696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Action Point Financial Planning held 173 shares of Essential Utilities worth $6.47K as of Q2 2026.
Essential Utilities was a new Action Point Financial Planning position in Q2 2026.
Essential Utilities made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1683 holding.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.