Cetera Investment Advisers
WTRG icon

Cetera Investment Advisers’s Essential Utilities WTRG Stock Holding History

Cetera Investment Advisers’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 		$10.1M Buy
264,413
+15,323
+6% +$585K 0.01% 1141
2026
Q1 		$10M Buy
249,090
+7,668
+3% +$302K 0.01% 1061
2025
Q4 		$9.26M Buy
241,422
+15,820
+7% +$623K 0.01% 1080
2025
Q3 		$9M Buy
225,602
+171,911
+320% +$6.55M 0.01% 1054
2025
Q2 		$1.99M Buy
53,691
+5,954
+12% +$232K ﹤0.01% 1847
2025
Q1 		$1.89M Buy
47,737
+2,965
+7% +$109K ﹤0.01% 1791
2024
Q4 		$1.63M Sell
44,772
-1,197
-3% -$46.5K ﹤0.01% 1803
2024
Q3 		$1.77M Sell
45,969
-5,592
-11% -$220K ﹤0.01% 1711
2024
Q2 		$1.92M Buy
51,561
+2,811
+6% +$104K ﹤0.01% 1607
2024
Q1 		$1.81M Buy
48,750
+32,415
+198% +$1.18M ﹤0.01% 1626
2023
Q4 		$610K Sell
16,335
-250
-2% -$8.73K 0.01% 1387
2023
Q3 		$569K Buy
16,585
+1,281
+8% +$49.6K ﹤0.01% 1356
2023
Q2 		$611K Sell
15,304
-3,917
-20% -$164K 0.01% 1333
2023
Q1 		$839K Buy
19,221
+364
+2% +$16.4K 0.01% 1120
2022
Q4 		$900K Buy
18,857
+7,847
+71% +$355K 0.01% 1043
2022
Q3 		$456K Sell
11,010
-7,530
-41% -$365K 0.01% 1026
2022
Q2 		$850K Sell
18,540
-2,746
-13% -$128K 0.01% 861
2022
Q1 		$1.09M Sell
21,286
-1,086
-5% -$52.4K 0.02% 793
2021
Q4 		$1.2M Sell
22,372
-265
-1% -$12.9K 0.02% 747
2021
Q3 		$1.04M Buy
22,637
+1,806
+9% +$87.5K 0.02% 755
2021
Q2 		$952K Buy
20,831
+239
+1% +$11.2K 0.02% 797
2021
Q1 		$922K Sell
20,592
-2,758
-12% -$125K 0.02% 704
2020
Q4 		$1.1M Buy
+23,350
New +$1.04M 0.02% 630

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

Cetera Investment Advisers's WTRG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Essential Utilities (WTRG) stake by 6.2% in Q2 2026, buying an estimated $585K and bringing the position to 264,413 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1141.

Cetera Investment Advisers first reported a position in WTRG in Q4 2020 and has held it in 23 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cetera Investment Advisers held 264,413 shares of Essential Utilities worth $10.1M as of Q2 2026.
  • Cetera Investment Advisers bought 15,323 Essential Utilities shares in Q2 2026, an estimated $585K.
  • Essential Utilities made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1141 holding.
  • Cetera Investment Advisers first reported a position in Essential Utilities in Q4 2020 and has held it in 23 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.