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Archer Investment Corporation’s Essential Utilities WTRG Stock Holding History

Archer Investment Corporation’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 		$7.39K Buy
193
+2
+1% +$76 ﹤0.01% 860
2026
Q1 		$7.69K Buy
191
+2
+1% +$79 ﹤0.01% 845
2025
Q4 		$7.26K Buy
189
+1
+0.5% +$39 ﹤0.01% 787
2025
Q3 		$7.49K Sell
188
-6,496
-97% -$248K ﹤0.01% 778
2025
Q2 		$248K Buy
6,684
+3
+0% +$117 0.06% 243
2025
Q1 		$264K Buy
6,681
+6,382
+2,134% +$234K 0.07% 222
2024
Q4 		$10.9K Buy
299
+3
+1% +$116 ﹤0.01% 681
2024
Q3 		$11.4K Buy
296
+2
+0.7% +$79 ﹤0.01% 658
2024
Q2 		$11K Buy
294
+1
+0.3% +$37 ﹤0.01% 643
2024
Q1 		$10.9K Sell
293
-1,958
-87% -$71K ﹤0.01% 638
2023
Q4 		$84.1K Buy
2,251
+1
+0% +$35 0.03% 329
2023
Q3 		$77.2K Buy
2,250
+111
+5% +$4.3K 0.03% 324
2023
Q2 		$85.4K Buy
2,139
+180
+9% +$7.55K 0.03% 303
2023
Q1 		$81.8K Hold
1,959
– – 0.03% 313
2022
Q4 		$93.5K Hold
1,959
– – 0.04% 279
2022
Q3 		$81.1K Hold
1,959
– – 0.03% 273
2022
Q2 		$89.8K Hold
1,959
– – 0.04% 265
2022
Q1 		$100K Buy
1,959
+1,250
+176% +$60.3K 0.04% 272
2021
Q4 		$38.1K Hold
709
– – 0.01% 404
2021
Q3 		$32.7K Hold
709
– – 0.01% 412
2021
Q2 		$32.4K Hold
709
– – 0.01% 373
2021
Q1 		$31.7K Hold
709
– – 0.01% 409
2020
Q4 		$33.5K Hold
709
– – 0.02% 371
2020
Q3 		$28.5K Hold
709
– – 0.01% 324
2020
Q2 		$29.9K Hold
709
– – 0.02% 308
2020
Q1 		$29K Hold
709
– – 0.02% 296
2019
Q4 		$33K Buy
+709
New +$31.9K 0.02% 343

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Archer Investment Corporation's WTRG Position: Q2 2026 in Review

Archer Investment Corporation increased its Essential Utilities (WTRG) stake by 1% in Q2 2026, buying an estimated $76 and bringing the position to 193 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Archer Investment Corporation first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $264K in Q1 2025. 489 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Archer Investment Corporation held 193 shares of Essential Utilities worth $7.39K as of Q2 2026.
  • Archer Investment Corporation bought 2 Essential Utilities shares in Q2 2026, an estimated $76.
  • Essential Utilities made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #860 holding.
  • Archer Investment Corporation first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • Archer Investment Corporation's Essential Utilities position peaked at $264K in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.