Advisory Services Network’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,483
| Closed | -$140K | – | 4628 |
|
|
2026
Q1 | $140K | Buy |
+3,483
| New | +$137K | ﹤0.01% | 2014 |
|
|
2025
Q4 | – | Sell |
-3,933
| Closed | -$157K | – | 4252 |
|
|
2025
Q3 | $157K | Buy |
+3,933
| New | +$150K | ﹤0.01% | 1815 |
|
|
2025
Q2 | – | Sell |
-8,594
| Closed | -$340K | – | 1859 |
|
|
2025
Q1 | $340K | Buy |
+8,594
| New | +$316K | 0.01% | 1227 |
|
|
2024
Q1 | – | Sell |
-3,376
| Closed | -$126K | – | 3668 |
|
|
2023
Q4 | $126K | Buy |
+3,376
| New | +$118K | ﹤0.01% | 1502 |
|
|
2023
Q2 | – | Sell |
-10,598
| Closed | -$463K | – | 3669 |
|
|
2023
Q1 | $463K | Buy |
10,598
+15
| +0.1% | +$677 | 0.01% | 948 |
|
|
2022
Q4 | $505K | Sell |
10,583
-351
| -3% | -$15.9K | 0.02% | 854 |
|
|
2022
Q3 | $452K | Sell |
10,934
-95
| -0.9% | -$4.6K | 0.02% | 853 |
|
|
2022
Q2 | $506K | Sell |
11,029
-2,544
| -19% | -$118K | 0.02% | 823 |
|
|
2022
Q1 | $694K | Sell |
13,573
-1,316
| -9% | -$63.5K | 0.02% | 768 |
|
|
2021
Q4 | $799K | Sell |
14,889
-601
| -4% | -$29.2K | 0.02% | 707 |
|
|
2021
Q3 | $714K | Buy |
15,490
+173
| +1% | +$8.38K | 0.02% | 736 |
|
|
2021
Q2 | $700K | Buy |
15,317
+198
| +1% | +$9.29K | 0.02% | 739 |
|
|
2021
Q1 | $677K | Buy |
15,119
+996
| +7% | +$45K | 0.03% | 708 |
|
|
2020
Q4 | $667K | Buy |
14,123
+9,139
| +183% | +$406K | 0.03% | 627 |
|
|
2020
Q3 | $201K | Sell |
4,984
-1,608
| -24% | -$69.1K | 0.01% | 970 |
|
|
2020
Q2 | $279K | Buy |
6,592
+399
| +6% | +$16.9K | 0.02% | 821 |
|
|
2020
Q1 | $252K | Sell |
6,193
-848
| -12% | -$40K | 0.02% | 736 |
|
|
2019
Q4 | $330K | Sell |
7,041
-224
| -3% | -$10.1K | 0.02% | 747 |
|
|
2019
Q3 | $301K | Hold |
7,265
| – | – | 0.02% | 700 |
|
|
2019
Q2 | $301K | Buy |
7,265
+705
| +11% | +$27.4K | 0.02% | 698 |
|
|
2019
Q1 | $239K | Buy |
6,560
+1,105
| +20% | +$39K | 0.02% | 738 |
|
|
2018
Q4 | $187K | Sell |
5,455
-649
| -11% | -$22.5K | 0.02% | 718 |
|
|
2018
Q3 | $225K | Sell |
6,104
-15
| -0.2% | -$555 | 0.02% | 727 |
|
|
2018
Q2 | $227K | Sell |
6,119
-120
| -2% | -$4.11K | 0.02% | 716 |
|
|
2018
Q1 | $213K | Sell |
6,239
-1,501
| -19% | -$52.3K | 0.02% | 756 |
|
|
2017
Q4 | $304K | Buy |
7,740
+634
| +9% | +$23.1K | 0.03% | 635 |
|
|
2017
Q3 | $236K | Sell |
7,106
-250
| -3% | -$8.38K | 0.03% | 609 |
|
|
2017
Q2 | $245K | Buy |
7,356
+1
| +0% | +$33 | 0.03% | 570 |
|
|
2017
Q1 | $236K | Buy |
+7,355
| New | +$226K | 0.03% | 555 |
|
|
2016
Q3 | $825K | Buy |
27,083
+20,224
| +295% | +$656K | 0.16% | 169 |
|
|
2016
Q2 | $245K | Buy |
6,859
+6,590
| +2,450% | +$215K | 0.06% | 409 |
|
|
2016
Q1 | $9K | Hold |
269
| – | – | ﹤0.01% | 1113 |
|
|
2015
Q4 | $8K | Hold |
269
| – | – | ﹤0.01% | 1006 |
|
|
2015
Q3 | $7K | Buy |
+269
| New | +$6.88K | ﹤0.01% | 1028 |
|
Other funds holding WTRG
AA
Advisory Services Network's WTRG Position: Q2 2026 in Review
Advisory Services Network sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 3,483 shares — an estimated $140K sold.
Advisory Services Network first reported a position in WTRG in Q3 2015 and held it in 34 quarters. The position peaked at $825K in Q3 2016. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Advisory Services Network reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
- Advisory Services Network sold 3,483 Essential Utilities shares in Q2 2026, an estimated $140K.
- Advisory Services Network first reported a position in Essential Utilities in Q3 2015 and held it in 34 quarters.
- Advisory Services Network's Essential Utilities position peaked at $825K in Q3 2016.
- 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.