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Byrne Asset Management’s Essential Utilities WTRG Stock Holding History

Byrne Asset 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
Q3 		$42.5K Sell
1,100
-150
-12% -$6.02K 0.02% 299
2026
Q2 		$47.9K Buy
1,250
+150
+14% +$5.73K 0.03% 296
2026
Q1 		$44.3K Hold
1,100
– – 0.03% 290
2025
Q4 		$42.2K Sell
1,100
-140
-11% -$5.51K 0.02% 289
2025
Q3 		$49.5K Hold
1,240
– – 0.03% 239
2025
Q2 		$46.1K Sell
1,240
-662
-35% -$25.8K 0.03% 251
2025
Q1 		$75.2K Buy
1,902
+1,782
+1,485% +$65.4K 0.06% 170
2024
Q4 		$4.36K Buy
120
+10
+9% +$388 ﹤0.01% 465
2024
Q3 		$4.24K Buy
+110
New +$4.32K ﹤0.01% 465
2023
Q2 		– Sell
-345
Closed -$15K – 637
2023
Q1 		$15K Hold
345
– – 0.01% 348
2022
Q4 		$16.5K Buy
+345
New +$15.6K 0.01% 337

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Byrne Asset Management's WTRG Position: Q3 2026 in Review

Byrne Asset Management reduced its Essential Utilities (WTRG) stake by 12% in Q3 2026, selling an estimated $6.02K and leaving 1,100 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #299.

Byrne Asset Management first reported a position in WTRG in Q4 2022 and has held it in 11 quarters since. The position peaked at $75.2K in Q1 2025. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Byrne Asset Management held 1,100 shares of Essential Utilities worth $42.5K as of Q3 2026.
  • Byrne Asset Management sold 150 Essential Utilities shares in Q3 2026, an estimated $6.02K.
  • Essential Utilities made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #299 holding.
  • Byrne Asset Management first reported a position in Essential Utilities in Q4 2022 and has held it in 11 quarters since.
  • Byrne Asset Management's Essential Utilities position peaked at $75.2K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.