BWM
WTRG icon

Blossom Wealth Management’s Essential Utilities WTRG Stock Holding History

Blossom 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 		$556K Sell
14,521
-548
-4% -$20.9K 0.78% 40
2026
Q1 		$607K Sell
15,069
-805
-5% -$31.7K 0.9% 35
2025
Q4 		$609K Sell
15,874
-1,886
-11% -$74.2K 1.01% 30
2025
Q3 		$709K Buy
17,760
+75
+0.4% +$2.86K 1.14% 25
2025
Q2 		$657K Buy
17,685
+70
+0.4% +$2.73K 1.16% 23
2025
Q1 		$696K Buy
17,615
+1,765
+11% +$64.8K 1.4% 23
2024
Q4 		$576K Buy
15,850
+1,070
+7% +$41.5K 1.11% 27
2024
Q3 		$570K Buy
14,780
+465
+3% +$18.3K 1.15% 27
2024
Q2 		$534K Buy
14,315
+80
+0.6% +$2.97K 1.16% 25
2024
Q1 		$527K Buy
14,235
+415
+3% +$15K 1.27% 24
2023
Q4 		$516K Buy
13,820
+931
+7% +$32.5K 1.39% 25
2023
Q3 		$442K Buy
12,889
+295
+2% +$11.4K 1.42% 25
2023
Q2 		$503K Buy
12,594
+425
+3% +$17.8K 1.84% 18
2023
Q1 		$531K Buy
12,169
+1,700
+16% +$76.7K 2.16% 15
2022
Q4 		$500K Buy
10,469
+50
+0.5% +$2.26K 2.41% 15
2022
Q3 		$431K Buy
10,419
+35
+0.3% +$1.7K 2.43% 15
2022
Q2 		$476K Buy
10,384
+510
+5% +$23.7K 2.41% 14
2022
Q1 		$505K Buy
9,874
+789
+9% +$38.1K 2.28% 15
2021
Q4 		$488K Buy
9,085
+660
+8% +$32K 2.4% 14
2021
Q3 		$388K Buy
+8,425
New +$408K 2.31% 19

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

Blossom Wealth Management's WTRG Position: Q2 2026 in Review

Blossom Wealth Management reduced its Essential Utilities (WTRG) stake by 3.6% in Q2 2026, selling an estimated $20.9K and leaving 14,521 shares worth $556K. The position accounts for 0.78% of the portfolio, ranked #40.

Blossom Wealth Management first reported a position in WTRG in Q3 2021 and has held it in 20 quarters since. The position peaked at $709K in Q3 2025. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Blossom Wealth Management held 14,521 shares of Essential Utilities worth $556K as of Q2 2026.
  • Blossom Wealth Management sold 548 Essential Utilities shares in Q2 2026, an estimated $20.9K.
  • Essential Utilities made up 0.78% of Blossom Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Blossom Wealth Management first reported a position in Essential Utilities in Q3 2021 and has held it in 20 quarters since.
  • Blossom Wealth Management's Essential Utilities position peaked at $709K in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.