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Alpine Bank Wealth Management’s Essential Utilities WTRG Stock Holding History

Alpine Bank Wealth Management’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 		$79.8K Buy
+2,082
New +$79.5K 0.01% 226
2025
Q4 		– Sell
-2,082
Closed -$83.1K – 407
2025
Q3 		$83.1K Hold
2,082
– – 0.01% 212
2025
Q2 		$77.3K Hold
2,082
– – 0.01% 213
2025
Q1 		$82.3K Buy
+2,082
New +$76.5K 0.01% 193
2024
Q3 		$80.3K Buy
+2,082
New +$81.8K 0.01% 208

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Alpine Bank Wealth Management's WTRG Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Essential Utilities (WTRG) in Q2 2026: 2,082 shares worth $79.8K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in WTRG as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in WTRG in Q3 2024 and has held it in 5 quarters since. The position peaked at $83.1K in Q3 2025. 358 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Alpine Bank Wealth Management held 2,082 shares of Essential Utilities worth $79.8K as of Q2 2026.
  • Essential Utilities was a new Alpine Bank Wealth Management position in Q2 2026.
  • Essential Utilities made up 0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Alpine Bank Wealth Management first reported a position in Essential Utilities in Q3 2024 and has held it in 5 quarters since.
  • Alpine Bank Wealth Management's Essential Utilities position peaked at $83.1K in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.