Commonwealth Equity Services’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.23M | Sell |
214,829
-1,734
| -0.8% | -$66.2K | 0.01% | 1071 |
|
|
2026
Q1 | $8.72M | Sell |
216,563
-2,336
| -1% | -$92K | 0.01% | 959 |
|
|
2025
Q4 | $8.4M | Buy |
218,899
+10,991
| +5% | +$432K | 0.01% | 987 |
|
|
2025
Q3 | $8.3M | Buy |
207,908
+166
| +0.1% | +$6.33K | 0.01% | 1026 |
|
|
2025
Q2 | $7.72M | Sell |
207,742
-36,225
| -15% | -$1.41M | 0.01% | 1062 |
|
|
2025
Q1 | $9.64M | Buy |
243,967
+2,926
| +1% | +$107K | 0.01% | 886 |
|
|
2024
Q4 | $8.76M | Sell |
241,041
-4,837
| -2% | -$188K | 0.01% | 894 |
|
|
2024
Q3 | $9.48M | Sell |
245,878
-25,637
| -9% | -$1.01M | 0.01% | 853 |
|
|
2024
Q2 | $10.1M | Buy |
271,515
+3,264
| +1% | +$121K | 0.02% | 801 |
|
|
2024
Q1 | $9.94M | Buy |
268,251
+13,803
| +5% | +$500K | 0.02% | 788 |
|
|
2023
Q4 | $9.5M | Sell |
254,448
-5,338
| -2% | -$186K | 0.02% | 760 |
|
|
2023
Q3 | $8.92M | Sell |
259,786
-8,621
| -3% | -$334K | 0.02% | 732 |
|
|
2023
Q2 | $10.7M | Sell |
268,407
-2,605
| -1% | -$109K | 0.02% | 654 |
|
|
2023
Q1 | $11.8M | Sell |
271,012
-6,531
| -2% | -$295K | 0.02% | 595 |
|
|
2022
Q4 | $13.2M | Buy |
277,543
+354
| +0.1% | +$16K | 0.03% | 521 |
|
|
2022
Q3 | $11.5M | Sell |
277,189
-2,251
| -0.8% | -$109K | 0.03% | 526 |
|
|
2022
Q2 | $12.8M | Buy |
279,440
+739
| +0.3% | +$34.3K | 0.03% | 483 |
|
|
2022
Q1 | $14.2M | Sell |
278,701
-5,983
| -2% | -$289K | 0.03% | 476 |
|
|
2021
Q4 | $15.3M | Buy |
284,684
+787
| +0.3% | +$38.2K | 0.03% | 456 |
|
|
2021
Q3 | $13.1M | Buy |
283,897
+3,882
| +1% | +$188K | 0.03% | 473 |
|
|
2021
Q2 | $12.8M | Buy |
280,015
+4,122
| +1% | +$193K | 0.03% | 479 |
|
|
2021
Q1 | $12.3M | Buy |
275,893
+2,907
| +1% | +$131K | 0.03% | 449 |
|
|
2020
Q4 | $12.9M | Buy |
272,986
+4,926
| +2% | +$219K | 0.04% | 404 |
|
|
2020
Q3 | $10.8M | Sell |
268,060
-8,802
| -3% | -$378K | 0.04% | 412 |
|
|
2020
Q2 | $11.7M | Sell |
276,862
-19,700
| -7% | -$832K | 0.04% | 362 |
|
|
2020
Q1 | $12.1M | Sell |
296,562
-22
| -0% | -$1.04K | 0.06% | 314 |
|
|
2019
Q4 | $13.9M | Sell |
296,584
-5,139
| -2% | -$231K | 0.05% | 326 |
|
|
2019
Q3 | $13.5M | Sell |
301,723
-12,624
| -4% | -$542K | 0.06% | 317 |
|
|
2019
Q2 | $13M | Buy |
314,347
+2,481
| +0.8% | +$96.5K | 0.06% | 311 |
|
|
2019
Q1 | $11.4M | Sell |
311,866
-1,049
| -0.3% | -$37K | 0.05% | 330 |
|
|
2018
Q4 | $10.7M | Buy |
312,915
+13,925
| +5% | +$483K | 0.06% | 314 |
|
|
2018
Q3 | $11M | Buy |
298,990
+7,484
| +3% | +$277K | 0.05% | 316 |
|
|
2018
Q2 | $10.3M | Buy |
291,506
+11,470
| +4% | +$393K | 0.05% | 308 |
|
|
2018
Q1 | $9.54M | Sell |
280,036
-12,644
| -4% | -$440K | 0.05% | 306 |
|
|
2017
Q4 | $11.5M | Sell |
292,680
-6,676
| -2% | -$243K | 0.06% | 265 |
|
|
2017
Q3 | $9.94M | Sell |
299,356
-9,130
| -3% | -$306K | 0.06% | 277 |
|
|
2017
Q2 | $10.3M | Sell |
308,486
-1,112
| -0.4% | -$36.5K | 0.07% | 262 |
|
|
2017
Q1 | $9.95M | Buy |
309,598
+2,620
| +0.9% | +$80.5K | 0.07% | 259 |
|
|
2016
Q4 | $9.22M | Buy |
306,978
+19,490
| +7% | +$581K | 0.07% | 256 |
|
|
2016
Q3 | $8.76M | Buy |
287,488
+10,422
| +4% | +$338K | 0.07% | 254 |
|
|
2016
Q2 | $9.88M | Buy |
277,066
+7,523
| +3% | +$245K | 0.08% | 223 |
|
|
2016
Q1 | $8.58M | Buy |
269,543
+13,689
| +5% | +$424K | 0.08% | 240 |
|
|
2015
Q4 | $7.62M | Sell |
255,854
-5,077
| -2% | -$146K | 0.07% | 253 |
|
|
2015
Q3 | $6.91M | Buy |
260,931
+41,410
| +19% | +$1.06M | 0.07% | 254 |
|
|
2015
Q2 | $5.38M | Buy |
219,521
+14,415
| +7% | +$378K | 0.05% | 313 |
|
|
2015
Q1 | $5.41M | Buy |
205,106
+8,657
| +4% | +$230K | 0.06% | 298 |
|
|
2014
Q4 | $5.25M | Sell |
196,449
-4,094
| -2% | -$105K | 0.06% | 284 |
|
|
2014
Q3 | $4.72M | Buy |
200,543
+3,791
| +2% | +$92.6K | 0.06% | 299 |
|
|
2014
Q2 | $5.16M | Buy |
196,752
+3,364
| +2% | +$84.6K | 0.06% | 274 |
|
|
2014
Q1 | $4.85M | Buy |
193,388
+2,931
| +2% | +$70.8K | 0.07% | 268 |
|
|
2013
Q4 | $4.49M | Buy |
190,457
+988
| +0.5% | +$24.1K | 0.07% | 273 |
|
|
2013
Q3 | $4.69M | Buy |
189,469
+5,740
| +3% | +$146K | 0.08% | 248 |
|
|
2013
Q2 | $4.6M | Buy |
+183,729
| New | +$4.67M | 0.08% | 226 |
|
Other funds holding WTRG
AA
Commonwealth Equity Services's WTRG Position: Q2 2026 in Review
Commonwealth Equity Services reduced its Essential Utilities (WTRG) stake by 0.8% in Q2 2026, selling an estimated $66.2K and leaving 214,829 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #1071.
Commonwealth Equity Services first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.3M in Q4 2021. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Commonwealth Equity Services held 214,829 shares of Essential Utilities worth $8.23M as of Q2 2026.
- Commonwealth Equity Services sold 1,734 Essential Utilities shares in Q2 2026, an estimated $66.2K.
- Essential Utilities made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1071 holding.
- Commonwealth Equity Services first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Commonwealth Equity Services's Essential Utilities position peaked at $15.3M in Q4 2021.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.