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Cetera Trust Company’s Essential Utilities WTRG Stock Holding History

Cetera Trust Company’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 		$289K Buy
7,535
+300
+4% +$11.5K 0.14% 132
2026
Q1 		$291K Hold
7,235
– – 0.16% 118
2025
Q4 		$278K Buy
7,235
+315
+5% +$12.4K 0.15% 128
2025
Q3 		$276K Hold
6,920
– – 0.15% 127
2025
Q2 		$257K Buy
6,920
+595
+9% +$23.2K 0.15% 136
2025
Q1 		$250K Hold
6,325
– – 0.16% 129
2024
Q4 		$230K Buy
6,325
+1,860
+42% +$72.2K 0.15% 149
2024
Q3 		$172K Buy
4,465
+500
+13% +$19.6K 0.11% 185
2024
Q2 		$148K Buy
+3,965
New +$147K 0.09% 190

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 Trust Company's WTRG Position: Q2 2026 in Review

Cetera Trust Company increased its Essential Utilities (WTRG) stake by 4.1% in Q2 2026, buying an estimated $11.5K and bringing the position to 7,535 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #132.

Cetera Trust Company first reported a position in WTRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $291K in Q1 2026. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cetera Trust Company held 7,535 shares of Essential Utilities worth $289K as of Q2 2026.
  • Cetera Trust Company bought 300 Essential Utilities shares in Q2 2026, an estimated $11.5K.
  • Essential Utilities made up 0.14% of Cetera Trust Company's portfolio in Q2 2026, its #132 holding.
  • Cetera Trust Company first reported a position in Essential Utilities in Q2 2024 and has held it in 9 quarters since.
  • Cetera Trust Company's Essential Utilities position peaked at $291K in Q1 2026.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.