BFS
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Bare Financial Services’s Essential Utilities WTRG Stock Holding History

Bare Financial 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
2026
Q2 		$2.03K Hold
53
– – ﹤0.01% 1132
2026
Q1 		$2.13K Buy
53
+27
+104% +$1.06K ﹤0.01% 955
2025
Q4 		$997 Hold
26
– – ﹤0.01% 1143
2025
Q3 		$1.04K Sell
26
-70
-73% -$2.67K ﹤0.01% 1010
2025
Q2 		$3.56K Buy
+96
New +$3.74K ﹤0.01% 624
2024
Q1 		– Sell
-678
Closed -$25.3K – 149
2023
Q4 		$25.3K Buy
+678
New +$23.7K 0.05% 60

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

Bare Financial Services's WTRG Position: Q2 2026 in Review

Bare Financial Services held its Essential Utilities (WTRG) position steady in Q2 2026 at 53 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Bare Financial Services first reported a position in WTRG in Q4 2023 and has held it in 6 quarters since. The position peaked at $25.3K in Q4 2023. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bare Financial Services held 53 shares of Essential Utilities worth $2.03K as of Q2 2026.
  • Bare Financial Services left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1132 holding.
  • Bare Financial Services first reported a position in Essential Utilities in Q4 2023 and has held it in 6 quarters since.
  • Bare Financial Services's Essential Utilities position peaked at $25.3K in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.