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Bruce G. Allen Investments’s Essential Utilities WTRG Stock Holding History

Bruce G. Allen Investments’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 		$1.92K Sell
50
-28
-36% -$1.07K ﹤0.01% 699
2026
Q1 		$3.14K Sell
78
-144
-65% -$5.67K ﹤0.01% 634
2025
Q4 		$8.52K Hold
222
– – 0.01% 499
2025
Q3 		$8.86K Sell
222
-117
-35% -$4.46K 0.01% 490
2025
Q2 		$12.6K Sell
339
-35
-9% -$1.36K 0.01% 446
2025
Q1 		$14.8K Hold
374
– – 0.01% 417
2024
Q4 		$13.6K Hold
374
– – 0.01% 433
2024
Q3 		$14.4K Hold
374
– – 0.01% 429
2024
Q2 		$14K Hold
374
– – 0.01% 414
2024
Q1 		$13.9K Hold
374
– – 0.01% 421
2023
Q4 		$14K Buy
+374
New +$13.1K 0.01% 424

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
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Bruce G. Allen Investments's WTRG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Essential Utilities (WTRG) stake by 36% in Q2 2026, selling an estimated $1.07K and leaving 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Bruce G. Allen Investments first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8K in Q1 2025. 703 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Bruce G. Allen Investments held 50 shares of Essential Utilities worth $1.92K as of Q2 2026.
  • Bruce G. Allen Investments sold 28 Essential Utilities shares in Q2 2026, an estimated $1.07K.
  • Essential Utilities made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #699 holding.
  • Bruce G. Allen Investments first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Essential Utilities position peaked at $14.8K in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.