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Bogart Wealth LLC’s Essential Utilities WTRG Stock Holding History

Bogart Wealth 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 		$2.45K Buy
64
+36
+129% +$1.38K ﹤0.01% 1405
2026
Q1 		$1.12K Sell
28
-14
-33% -$551 ﹤0.01% 1417
2025
Q4 		$1.6K Buy
42
+1
+2% +$39 ﹤0.01% 1219
2025
Q3 		$1.65K Hold
41
– – ﹤0.01% 1194
2025
Q2 		$1.53K Buy
+41
New +$1.6K ﹤0.01% 1153

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's WTRG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Essential Utilities (WTRG) stake by 129% in Q2 2026, buying an estimated $1.38K and bringing the position to 64 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Bogart Wealth LLC first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bogart Wealth LLC held 64 shares of Essential Utilities worth $2.45K as of Q2 2026.
  • Bogart Wealth LLC bought 36 Essential Utilities shares in Q2 2026, an estimated $1.38K.
  • Essential Utilities made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1405 holding.
  • Bogart Wealth LLC first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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