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Bay Harbor Wealth Management’s Essential Utilities WTRG Stock Holding History

Bay Harbor 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 		$1.61K Buy
42
+16
+62% +$611 ﹤0.01% 724
2026
Q1 		$1.05K Buy
26
+9
+53% +$354 ﹤0.01% 757
2025
Q4 		$652 Buy
17
+1
+6% +$39 ﹤0.01% 759
2025
Q3 		$638 Buy
16
+5
+45% +$191 ﹤0.01% 642
2025
Q2 		$408 Buy
11
+4
+57% +$156 ﹤0.01% 710
2025
Q1 		$276 Buy
+7
New +$257 ﹤0.01% 579

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

Bay Harbor Wealth Management's WTRG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Essential Utilities (WTRG) stake by 62% in Q2 2026, buying an estimated $611 and bringing the position to 42 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Bay Harbor Wealth Management first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bay Harbor Wealth Management held 42 shares of Essential Utilities worth $1.61K as of Q2 2026.
  • Bay Harbor Wealth Management bought 16 Essential Utilities shares in Q2 2026, an estimated $611.
  • Essential Utilities made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #724 holding.
  • Bay Harbor Wealth Management first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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