Bell Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bell Investment 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	$1.69K	Hold	44	–	–	﹤0.01%	1387
2026 Q1	$1.77K	Hold	44	–	–	﹤0.01%	1371
2025 Q4	$1.69K	Hold	44	–	–	﹤0.01%	1403
2025 Q3	$1.76K	Sell	44 -13	-23%	-$496	﹤0.01%	1377
2025 Q2	$2.12K	Buy	57 +13	+30%	+$506	﹤0.01%	1348
2025 Q1	$1.74K	Hold	44	–	–	﹤0.01%	1356
2024 Q4	$1.6K	Hold	44	–	–	﹤0.01%	1414
2024 Q3	$1.7K	Hold	44	–	–	﹤0.01%	1413
2024 Q2	$1.64K	Sell	44 -13	-23%	-$482	﹤0.01%	1446
2024 Q1	$2.11K	Buy	57 +13	+30%	+$471	﹤0.01%	1335
2023 Q4	$1.64K	Sell	44 -123	-74%	-$4.29K	﹤0.01%	1415
2023 Q3	$5.73K	Buy	167 +63	+61%	+$2.44K	﹤0.01%	738
2023 Q2	$4.15K	Sell	104 -11	-10%	-$462	﹤0.01%	916
2023 Q1	$5.02K	Buy	115 +11	+11%	+$496	﹤0.01%	789
2022 Q4	$4.96K	Sell	104 -115	-53%	-$5.21K	﹤0.01%	814
2022 Q3	$9K	Buy	219 +116	+113%	+$5.62K	﹤0.01%	461
2022 Q2	$5K	Buy	+103	New	+$4.78K	﹤0.01%	751
2021 Q4	$6K	Buy	120 +41	+52%	+$1.99K	﹤0.01%	721
2021 Q3	$4K	Buy	+79	New	+$3.83K	﹤0.01%	848

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bell Investment Advisors's WTRG Position: Q2 2026 in Review

Bell Investment Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 44 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Bell Investment Advisors first reported a position in WTRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $9K in Q3 2022. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Bell Investment Advisors held 44 shares of Essential Utilities worth $1.69K as of Q2 2026.
Bell Investment Advisors left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1387 holding.
Bell Investment Advisors first reported a position in Essential Utilities in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Essential Utilities position peaked at $9K in Q3 2022.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.