Bare Financial Services
WTRG icon

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
Q3 		$30.1K Buy
769
+716
+1,351% +$28.7K 0.01% 160
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bare Financial Services's WTRG Position: Q3 2026 in Review

Bare Financial Services increased its Essential Utilities (WTRG) stake by 1,351% in Q3 2026, buying an estimated $28.7K and bringing the position to 769 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #160.

Bare Financial Services first reported a position in WTRG in Q4 2023 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Bare Financial Services held 769 shares of Essential Utilities worth $30.1K as of Q3 2026.
  • Bare Financial Services bought 716 Essential Utilities shares in Q3 2026, an estimated $28.7K.
  • Essential Utilities made up 0.01% of Bare Financial Services's portfolio in Q3 2026, its #160 holding.
  • Bare Financial Services first reported a position in Essential Utilities in Q4 2023 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.