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Benjamin Edwards Inc’s Essential Utilities WTRG Stock Holding History

Benjamin Edwards Inc’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 		$222K Buy
5,802
+500
+9% +$19.1K ﹤0.01% 1341
2026
Q1 		$214K Hold
5,302
– – ﹤0.01% 1286
2025
Q4 		$203K Buy
+5,302
New +$209K ﹤0.01% 1267

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Benjamin Edwards Inc's WTRG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Essential Utilities (WTRG) stake by 9.4% in Q2 2026, buying an estimated $19.1K and bringing the position to 5,802 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Benjamin Edwards Inc first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Benjamin Edwards Inc held 5,802 shares of Essential Utilities worth $222K as of Q2 2026.
  • Benjamin Edwards Inc bought 500 Essential Utilities shares in Q2 2026, an estimated $19.1K.
  • Essential Utilities made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1341 holding.
  • Benjamin Edwards Inc first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.