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Bartlett & Co Wealth Management’s Essential Utilities WTRG Stock Holding History

Bartlett & Co 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 		$153 Sell
4
-38
-90% -$1.45K ﹤0.01% 1295
2026
Q1 		$1.59K Buy
+42
New +$1.65K ﹤0.01% 1121
2025
Q1 		– Sell
-1,500
Closed -$54.5K – 1269
2024
Q4 		$54.5K Sell
1,500
-1,031
-41% -$40K ﹤0.01% 631
2024
Q3 		$97.6K Hold
2,531
– – ﹤0.01% 550
2024
Q2 		$94.5K Hold
2,531
– – ﹤0.01% 555
2024
Q1 		$93.8K Hold
2,531
– – ﹤0.01% 567
2023
Q4 		$95.3K Hold
2,531
– – ﹤0.01% 584
2023
Q3 		$86.9K Hold
2,531
– – ﹤0.01% 567
2023
Q2 		$101K Hold
2,531
– – ﹤0.01% 540
2023
Q1 		$110K Sell
2,531
-200
-7% -$9.02K ﹤0.01% 452
2022
Q4 		$130K Hold
2,731
– – ﹤0.01% 437
2022
Q3 		$113K Sell
2,731
-37
-1% -$1.79K ﹤0.01% 445
2022
Q2 		$127K Buy
2,768
+37
+1% +$1.72K ﹤0.01% 427
2022
Q1 		$140K Buy
+2,731
New +$132K ﹤0.01% 431
2021
Q4 		– Sell
-1,231
Closed -$56.7K – 899
2021
Q3 		$56.7K Hold
1,231
– – ﹤0.01% 488
2021
Q2 		$56.3K Hold
1,231
– – ﹤0.01% 487
2021
Q1 		$55.1K Sell
1,231
-87
-7% -$3.93K ﹤0.01% 520
2020
Q4 		$62.3K Hold
1,318
– – ﹤0.01% 498
2020
Q3 		$53K Hold
1,318
– – ﹤0.01% 486
2020
Q2 		$55.7K Hold
1,318
– – ﹤0.01% 478
2020
Q1 		$53.6K Sell
1,318
-150
-10% -$7.08K ﹤0.01% 449
2019
Q4 		$68.9K Hold
1,468
– – ﹤0.01% 470
2019
Q3 		$65.8K Buy
1,468
+1,031
+236% +$44.3K ﹤0.01% 469
2019
Q2 		$18.1K Hold
437
– – ﹤0.01% 539
2019
Q1 		$15.9K Hold
437
– – ﹤0.01% 540
2018
Q4 		$14.9K Hold
437
– – ﹤0.01% 542
2018
Q3 		$16.1K Hold
437
– – ﹤0.01% 562
2018
Q2 		$15.4K Hold
437
– – ﹤0.01% 558
2018
Q1 		$14.9K Buy
+437
New +$15.2K ﹤0.01% 564

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

Bartlett & Co Wealth Management's WTRG Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Essential Utilities (WTRG) stake by 90% in Q2 2026, selling an estimated $1.45K and leaving 4 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Bartlett & Co Wealth Management first reported a position in WTRG in Q1 2018 and has held it in 29 quarters since. The position peaked at $140K in Q1 2022. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bartlett & Co Wealth Management held 4 shares of Essential Utilities worth $153 as of Q2 2026.
  • Bartlett & Co Wealth Management sold 38 Essential Utilities shares in Q2 2026, an estimated $1.45K.
  • Essential Utilities made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1295 holding.
  • Bartlett & Co Wealth Management first reported a position in Essential Utilities in Q1 2018 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Essential Utilities position peaked at $140K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.