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Clearstead Advisors’s Essential Utilities WTRG Stock Holding History

Clearstead Advisors’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 		$180K Buy
4,695
+3,720
+382% +$142K ﹤0.01% 1093
2026
Q1 		$39.3K Sell
975
-1,018
-51% -$40.1K ﹤0.01% 1324
2025
Q4 		$76.5K Sell
1,993
-160
-7% -$6.3K ﹤0.01% 1216
2025
Q3 		$85.9K Buy
2,153
+626
+41% +$23.9K ﹤0.01% 1095
2025
Q2 		$56.7K Buy
1,527
+1,462
+2,249% +$56.9K ﹤0.01% 1251
2025
Q1 		$2.57K Buy
+65
New +$2.39K ﹤0.01% 1853
2022
Q3 		– Sell
-2,317
Closed -$106K – 1380
2022
Q2 		$106K Buy
2,317
+14
+0.6% +$650 0.01% 493
2022
Q1 		$118K Buy
2,303
+13
+0.6% +$627 0.01% 513
2021
Q4 		$123K Buy
2,290
+13
+0.6% +$631 0.01% 488
2021
Q3 		$105K Buy
2,277
+12
+0.5% +$581 0.01% 475
2021
Q2 		$104K Buy
2,265
+12
+0.5% +$563 0.01% 444
2021
Q1 		$101K Buy
2,253
+13
+0.6% +$587 0.01% 439
2020
Q4 		$106K Buy
+2,240
New +$99.5K 0.01% 404

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

Clearstead Advisors's WTRG Position: Q2 2026 in Review

Clearstead Advisors increased its Essential Utilities (WTRG) stake by 382% in Q2 2026, buying an estimated $142K and bringing the position to 4,695 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Clearstead Advisors first reported a position in WTRG in Q4 2020 and has held it in 13 quarters since. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Clearstead Advisors held 4,695 shares of Essential Utilities worth $180K as of Q2 2026.
  • Clearstead Advisors bought 3,720 Essential Utilities shares in Q2 2026, an estimated $142K.
  • Essential Utilities made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1093 holding.
  • Clearstead Advisors first reported a position in Essential Utilities in Q4 2020 and has held it in 13 quarters since.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.