Center for Financial Planning’s Essential Utilities WTRG Stock Holding History

Center for Financial Planning’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	$3.49K	Sell	91 -109	-55%	-$4.16K	﹤0.01%	560
2026 Q1	$8.05K	Buy	+200	New	+$7.87K	﹤0.01%	514
2021 Q2	–	Sell	-332	Closed	-$15K	–	550
2021 Q1	$15K	Hold	332	–	–	﹤0.01%	340
2020 Q4	$16K	Hold	332	–	–	﹤0.01%	310
2020 Q3	$13K	Hold	332	–	–	﹤0.01%	294
2020 Q2	$14K	Hold	332	–	–	﹤0.01%	287
2020 Q1	$14K	Hold	332	–	–	﹤0.01%	293
2019 Q4	$16K	Buy	+332	New	+$15K	﹤0.01%	277

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Center for Financial Planning's WTRG Position: Q2 2026 in Review

Center for Financial Planning reduced its Essential Utilities (WTRG) stake by 55% in Q2 2026, selling an estimated $4.16K and leaving 91 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Center for Financial Planning first reported a position in WTRG in Q4 2019 and has held it in 8 quarters since. The position peaked at $16K in Q4 2020. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Center for Financial Planning held 91 shares of Essential Utilities worth $3.49K as of Q2 2026.
Center for Financial Planning sold 109 Essential Utilities shares in Q2 2026, an estimated $4.16K.
Essential Utilities made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #560 holding.
Center for Financial Planning first reported a position in Essential Utilities in Q4 2019 and has held it in 8 quarters since.
Center for Financial Planning's Essential Utilities position peaked at $16K in Q4 2020.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.