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WTRG icon

BFSG LLC’s Essential Utilities WTRG Stock Holding History

BFSG LLC’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 		$872K Buy
22,752
+18,946
+498% +$723K 0.08% 176
2026
Q1 		$153K Sell
3,806
-63
-2% -$2.48K 0.01% 307
2025
Q4 		$148K Hold
3,869
– – 0.01% 303
2025
Q3 		$154K Buy
3,869
+1,847
+91% +$70.4K 0.01% 303
2025
Q2 		$75.1K Buy
2,022
+569
+39% +$22.2K 0.01% 357
2025
Q1 		$57.4K Buy
1,453
+263
+22% +$9.66K 0.01% 364
2024
Q4 		$43.2K Hold
1,190
– – 0.01% 386
2024
Q3 		$45.9K Buy
1,190
+727
+157% +$28.6K 0.01% 386
2024
Q2 		$17.3K Sell
463
-41
-8% -$1.52K ﹤0.01% 431
2024
Q1 		$18.7K Hold
504
– – ﹤0.01% 444
2023
Q4 		$18.8K Buy
+504
New +$17.6K ﹤0.01% 421

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

BFSG LLC's WTRG Position: Q2 2026 in Review

BFSG LLC increased its Essential Utilities (WTRG) stake by 498% in Q2 2026, buying an estimated $723K and bringing the position to 22,752 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #176.

BFSG LLC first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • BFSG LLC held 22,752 shares of Essential Utilities worth $872K as of Q2 2026.
  • BFSG LLC bought 18,946 Essential Utilities shares in Q2 2026, an estimated $723K.
  • Essential Utilities made up 0.08% of BFSG LLC's portfolio in Q2 2026, its #176 holding.
  • BFSG LLC first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • 84 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.