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Buck Wealth Strategies’s Essential Utilities WTRG Stock Holding History

Buck Wealth Strategies’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 		$651 Buy
+17
New +$649 ﹤0.01% 981

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Buck Wealth Strategies's WTRG Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Essential Utilities (WTRG) in Q2 2026: 17 shares worth $651. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

389 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Buck Wealth Strategies held 17 shares of Essential Utilities worth $651 as of Q2 2026.
  • Essential Utilities was a new Buck Wealth Strategies position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #981 holding.
  • 389 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.