Bernardo Wealth Planning
WTRG icon

Bernardo Wealth Planning’s Essential Utilities WTRG Stock Holding History

Bernardo Wealth Planning’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
Q3 		$875K Buy
22,338
+11,542
+107% +$463K 0.07% 85
2026
Q2 		$414K Hold
10,796
– – 0.07% 87
2026
Q1 		$435K Sell
10,796
-307
-3% -$12.1K 0.09% 78
2025
Q4 		$426K Buy
11,103
+19
+0.2% +$748 0.08% 81
2025
Q3 		$442K Sell
11,084
-542
-5% -$20.7K 0.09% 77
2025
Q2 		$432K Buy
11,626
+296
+3% +$11.5K 0.09% 75
2025
Q1 		$448K Buy
11,330
+879
+8% +$32.3K 0.11% 71
2024
Q4 		$356K Buy
10,451
+3
+0% +$116 0.09% 78
2024
Q3 		$419K Sell
10,448
-10,115
-49% -$398K 0.1% 70
2024
Q2 		$768K Buy
20,563
+3
+0% +$111 0.21% 46
2024
Q1 		$762K Sell
20,560
-289
-1% -$10.5K 0.21% 46
2023
Q4 		$779K Buy
20,849
+255
+1% +$8.9K 0.25% 47
2023
Q3 		$707K Sell
20,594
-301
-1% -$11.7K 0.28% 44
2023
Q2 		$834K Hold
20,895
– – 0.33% 38
2023
Q1 		$912K Hold
20,895
– – 0.39% 35
2022
Q4 		$997K Hold
20,895
– – 0.47% 36
2022
Q3 		$854K Hold
20,895
– – 0.48% 34
2022
Q2 		$958K Hold
20,895
– – 0.55% 33
2022
Q1 		$1.07M Buy
20,895
+2
+0% +$97 0.53% 29
2021
Q4 		$1.12M Buy
20,893
+1
+0% +$49 0.55% 28
2021
Q3 		$962K Sell
20,892
-224
-1% -$10.8K 0.56% 30
2021
Q2 		$965K Sell
21,116
-2,047
-9% -$96K 0.58% 31
2021
Q1 		$1.04M Sell
23,163
-2,626
-10% -$119K 0.66% 27
2020
Q4 		$1.22M Buy
25,789
+3
+0% +$133 0.47% 38
2020
Q3 		$1.04M Sell
25,786
-930
-3% -$40K 0.47% 41
2020
Q2 		$1.13M Buy
26,716
+21
+0.1% +$887 0.61% 34
2020
Q1 		$1.09M Buy
26,695
+491
+2% +$23.2K 0.75% 36
2019
Q4 		$1.23M Hold
26,204
– – 0.75% 36
2019
Q3 		$1.17M Hold
26,204
– – 0.85% 30
2019
Q2 		$1.08M Hold
26,204
– – 0.85% 31
2019
Q1 		$955K Sell
26,204
-1,400
-5% -$49.3K 0.76% 33
2018
Q4 		$944K Buy
+27,604
New +$957K 0.83% 30

Other funds holding WTRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bernardo Wealth Planning's WTRG Position: Q3 2026 in Review

Bernardo Wealth Planning increased its Essential Utilities (WTRG) stake by 107% in Q3 2026, buying an estimated $463K and bringing the position to 22,338 shares worth $875K. The position accounts for 0.07% of the portfolio, ranked #85.

Bernardo Wealth Planning first reported a position in WTRG in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.23M in Q4 2019. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Bernardo Wealth Planning held 22,338 shares of Essential Utilities worth $875K as of Q3 2026.
  • Bernardo Wealth Planning bought 11,542 Essential Utilities shares in Q3 2026, an estimated $463K.
  • Essential Utilities made up 0.07% of Bernardo Wealth Planning's portfolio in Q3 2026, its #85 holding.
  • Bernardo Wealth Planning first reported a position in Essential Utilities in Q4 2018 and has held it in 32 quarters since.
  • Bernardo Wealth Planning's Essential Utilities position peaked at $1.23M in Q4 2019.
  • 422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.