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WTRG icon

Apella Capital’s Essential Utilities WTRG Stock Holding History

Apella Capital’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 		$356K Buy
9,106
+711
+8% +$27.1K 0.01% 557
2026
Q1 		$327K Buy
8,395
+141
+2% +$5.55K ﹤0.01% 532
2025
Q4 		$317K Sell
8,254
-92
-1% -$3.62K 0.01% 427
2025
Q3 		$345K Buy
8,346
+259
+3% +$9.87K 0.01% 374
2025
Q2 		$298K Buy
8,087
+173
+2% +$6.74K 0.01% 354
2025
Q1 		$299K Buy
7,914
+334
+4% +$12.3K 0.01% 306
2024
Q4 		$275K Sell
7,580
-1,000
-12% -$38.8K 0.01% 295
2024
Q3 		$332K Buy
8,580
+75
+0.9% +$2.95K 0.01% 257
2024
Q2 		$316K Hold
8,505
– – 0.01% 254
2024
Q1 		$312K Buy
8,505
+76
+0.9% +$2.76K 0.02% 241
2023
Q4 		$314K Buy
8,429
+71
+0.8% +$2.48K 0.02% 233
2023
Q3 		$287K Buy
8,358
+39
+0.5% +$1.51K 0.02% 218
2023
Q2 		$332K Buy
+8,319
New +$349K 0.02% 202
2022
Q4 		$401K Buy
+8,407
New +$381K 0.04% 167

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's WTRG Position: Q2 2026 in Review

Apella Capital increased its Essential Utilities (WTRG) stake by 8.5% in Q2 2026, buying an estimated $27.1K and bringing the position to 9,106 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #557.

Apella Capital first reported a position in WTRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $401K in Q4 2022. 77 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Apella Capital held 9,106 shares of Essential Utilities worth $356K as of Q2 2026.
  • Apella Capital bought 711 Essential Utilities shares in Q2 2026, an estimated $27.1K.
  • Essential Utilities made up 0.01% of Apella Capital's portfolio in Q2 2026, its #557 holding.
  • Apella Capital first reported a position in Essential Utilities in Q4 2022 and has held it in 14 quarters since.
  • Apella Capital's Essential Utilities position peaked at $401K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.