AWM
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Axxcess Wealth Management’s Essential Utilities WTRG Stock Holding History

Axxcess Wealth Management’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 		$1.04M Buy
+27,231
New +$1.04M 0.02% 522
2026
Q1 		– Sell
-21,068
Closed -$808K – 1010
2025
Q4 		$808K Buy
21,068
+3
+0% +$118 0.01% 559
2025
Q3 		$841K Sell
21,065
-248
-1% -$9.45K 0.02% 487
2025
Q2 		$792K Sell
21,313
-294
-1% -$11.5K 0.02% 486
2025
Q1 		$854K Sell
21,607
-1,695
-7% -$62.3K 0.02% 433
2024
Q4 		$846K Sell
23,302
-327
-1% -$12.7K 0.02% 436
2024
Q3 		$911K Buy
23,629
+5
+0% +$197 0.02% 406
2024
Q2 		$882K Sell
23,624
-795
-3% -$29.5K 0.02% 404
2024
Q1 		$905K Buy
24,419
+5
+0% +$181 0.02% 397
2023
Q4 		$912K Buy
+24,414
New +$852K 0.03% 376
2023
Q1 		– Sell
-4,492
Closed -$214K – 693
2022
Q4 		$214K Buy
+4,492
New +$203K 0.02% 542
2022
Q2 		– Sell
-8,646
Closed -$442K – 683
2022
Q1 		$442K Sell
8,646
-1,749
-17% -$84.4K 0.03% 379
2021
Q4 		$558K Buy
+10,395
New +$505K 0.04% 334

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

Axxcess Wealth Management's WTRG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Essential Utilities (WTRG) in Q2 2026: 27,231 shares worth $1.04M. The stake represents 0.02% of the portfolio and ranks #522 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in WTRG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in WTRG in Q4 2021 and has held it in 13 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Axxcess Wealth Management held 27,231 shares of Essential Utilities worth $1.04M as of Q2 2026.
  • Essential Utilities was a new Axxcess Wealth Management position in Q2 2026.
  • Essential Utilities made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Axxcess Wealth Management first reported a position in Essential Utilities in Q4 2021 and has held it in 13 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.