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Asset Planning Inc’s Essential Utilities WTRG Stock Holding History

Asset Planning Inc’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 		$29.7K Buy
775
+150
+24% +$5.73K 0.02% 188
2026
Q1 		$25.2K Hold
625
– – 0.02% 192
2025
Q4 		$24K Hold
625
– – 0.02% 193
2025
Q3 		$24.9K Hold
625
– – 0.02% 196
2025
Q2 		$23.2K Hold
625
– – 0.02% 198
2025
Q1 		$24.7K Hold
625
– – 0.02% 196
2024
Q4 		$22.7K Buy
+625
New +$24.3K 0.02% 202

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

Asset Planning Inc's WTRG Position: Q2 2026 in Review

Asset Planning Inc increased its Essential Utilities (WTRG) stake by 24% in Q2 2026, buying an estimated $5.73K and bringing the position to 775 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #188.

Asset Planning Inc first reported a position in WTRG in Q4 2024 and has held it in 7 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Asset Planning Inc held 775 shares of Essential Utilities worth $29.7K as of Q2 2026.
  • Asset Planning Inc bought 150 Essential Utilities shares in Q2 2026, an estimated $5.73K.
  • Essential Utilities made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #188 holding.
  • Asset Planning Inc first reported a position in Essential Utilities in Q4 2024 and has held it in 7 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.