AAS
WTRG icon

Avantax Advisory Services’s Essential Utilities WTRG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$6.12M Buy
164,675
+14,729
+10% +$574K 0.03% 388
2025
Q1 		$5.93M Buy
149,946
+6,494
+5% +$239K 0.04% 368
2024
Q4 		$5.21M Buy
143,452
+9,116
+7% +$354K 0.03% 389
2024
Q3 		$5.18M Buy
134,336
+6,666
+5% +$262K 0.03% 385
2024
Q2 		$4.77M Buy
127,670
+11,233
+10% +$417K 0.03% 387
2024
Q1 		$4.31M Buy
116,437
+6,880
+6% +$249K 0.04% 339
2023
Q4 		$4.09M Buy
109,557
+4,341
+4% +$152K 0.04% 316
2023
Q3 		$3.61M Buy
105,216
+4,240
+4% +$164K 0.04% 314
2023
Q2 		$4.03M Buy
100,976
+87,746
+663% +$3.68M 0.05% 302
2023
Q1 		$577K Buy
13,230
+84
+0.6% +$3.79K 0.01% 851
2022
Q4 		$627K Buy
13,146
+157
+1% +$7.11K 0.01% 778
2022
Q3 		$537K Buy
12,989
+3,943
+44% +$191K 0.01% 742
2022
Q2 		$415K Buy
9,046
+30
+0.3% +$1.39K 0.01% 854
2022
Q1 		$460K Buy
9,016
+222
+3% +$10.7K 0.01% 817
2021
Q4 		$472K Sell
8,794
-275
-3% -$13.4K 0.01% 782
2021
Q3 		$419K Sell
9,069
-34
-0.4% -$1.65K 0.01% 782
2021
Q2 		$418K Buy
9,103
+219
+2% +$10.3K 0.01% 768
2021
Q1 		$396K Buy
8,884
+621
+8% +$28K 0.01% 693
2020
Q4 		$392K Sell
8,263
-13,197
-61% -$586K 0.01% 634
2020
Q3 		$862K Buy
21,460
+11,452
+114% +$492K 0.01% 580
2020
Q2 		$424K Sell
10,008
-1,732
-15% -$73.2K 0.01% 524
2020
Q1 		$477K Sell
11,740
-1,598
-12% -$75.4K 0.01% 447
2019
Q4 		$627K Buy
13,338
+4,424
+50% +$199K 0.01% 419
2019
Q3 		$401K Buy
8,914
+2,369
+36% +$102K 0.02% 361
2019
Q2 		$271K Buy
6,545
+25
+0.4% +$973 0.01% 417
2019
Q1 		$238K Sell
6,520
-3,276
-33% -$115K 0.01% 418
2018
Q4 		$336K Buy
+9,796
New +$340K 0.06% 282

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's WTRG Position: Q2 2025 in Review

Avantax Advisory Services increased its Essential Utilities (WTRG) stake by 9.8% in Q2 2025, buying an estimated $574K and bringing the position to 164,675 shares worth $6.12M. The position accounts for 0.03% of the portfolio, ranked #388.

Avantax Advisory Services first reported a position in WTRG in Q4 2018 and has held it in 27 quarters since. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Avantax Advisory Services held 164,675 shares of Essential Utilities worth $6.12M as of Q2 2025.
  • Avantax Advisory Services bought 14,729 Essential Utilities shares in Q2 2025, an estimated $574K.
  • Essential Utilities made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #388 holding.
  • Avantax Advisory Services first reported a position in Essential Utilities in Q4 2018 and has held it in 27 quarters since.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.