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Brighton Jones LLC’s Essential Utilities WTRG Stock Holding History

Brighton Jones 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 		$355K Buy
9,265
+2,735
+42% +$104K 0.01% 961
2026
Q1 		$263K Buy
+6,530
New +$257K 0.01% 978
2025
Q4 		– Sell
-18,182
Closed -$725K – 981
2025
Q3 		$725K Buy
18,182
+4,699
+35% +$179K 0.02% 503
2025
Q2 		$501K Sell
13,483
-4,646
-26% -$181K 0.01% 533
2025
Q1 		$717K Buy
18,129
+566
+3% +$20.8K 0.02% 312
2024
Q4 		$638K Buy
+17,563
New +$682K 0.02% 341

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

Brighton Jones LLC's WTRG Position: Q2 2026 in Review

Brighton Jones LLC increased its Essential Utilities (WTRG) stake by 42% in Q2 2026, buying an estimated $104K and bringing the position to 9,265 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #961.

Brighton Jones LLC first reported a position in WTRG in Q4 2024 and has held it in 6 quarters since. The position peaked at $725K in Q3 2025. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Brighton Jones LLC held 9,265 shares of Essential Utilities worth $355K as of Q2 2026.
  • Brighton Jones LLC bought 2,735 Essential Utilities shares in Q2 2026, an estimated $104K.
  • Essential Utilities made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #961 holding.
  • Brighton Jones LLC first reported a position in Essential Utilities in Q4 2024 and has held it in 6 quarters since.
  • Brighton Jones LLC's Essential Utilities position peaked at $725K in Q3 2025.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.