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Basecamp Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Basecamp Wealth Advisors’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 		$73.4K Buy
1,917
+214
+13% +$8.17K 0.01% 452
2026
Q1 		$68.6K Sell
1,703
-421
-20% -$16.6K 0.01% 469
2025
Q4 		$81.5K Buy
+2,124
New +$83.6K 0.02% 419

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 $413B AUM 44.57% 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

Basecamp Wealth Advisors's WTRG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Essential Utilities (WTRG) stake by 13% in Q2 2026, buying an estimated $8.17K and bringing the position to 1,917 shares worth $73.4K. The position accounts for 0.01% of the portfolio, ranked #452.

Basecamp Wealth Advisors first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $81.5K in Q4 2025. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Basecamp Wealth Advisors held 1,917 shares of Essential Utilities worth $73.4K as of Q2 2026.
  • Basecamp Wealth Advisors bought 214 Essential Utilities shares in Q2 2026, an estimated $8.17K.
  • Essential Utilities made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #452 holding.
  • Basecamp Wealth Advisors first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Essential Utilities position peaked at $81.5K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.