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Ashton Thomas Private Wealth’s Essential Utilities WTRG Stock Holding History

Ashton Thomas Private Wealth’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 		$389K Buy
+10,142
New +$387K 0.01% 882
2024
Q3 		– Sell
-371
Closed -$13.8K – 1861
2024
Q2 		$13.8K Buy
+371
New +$13.8K ﹤0.01% 1250

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Ashton Thomas Private Wealth's WTRG Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Essential Utilities (WTRG) in Q2 2026: 10,142 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in WTRG as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in WTRG in Q2 2024 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Ashton Thomas Private Wealth held 10,142 shares of Essential Utilities worth $389K as of Q2 2026.
  • Essential Utilities was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Essential Utilities made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #882 holding.
  • Ashton Thomas Private Wealth first reported a position in Essential Utilities in Q2 2024 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.