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Concord Wealth Partners’s Essential Utilities WTRG Stock Holding History

Concord Wealth Partners’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 		$14.2K Buy
+371
New +$14.2K ﹤0.01% 528
2026
Q1 		– Sell
-365
Closed -$14K – 798
2025
Q4 		$14K Buy
365
+4
+1% +$157 ﹤0.01% 494
2025
Q3 		$14.4K Buy
361
+3
+0.8% +$114 ﹤0.01% 494
2025
Q2 		$13.3K Buy
358
+3
+0.8% +$117 ﹤0.01% 508
2025
Q1 		$14K Buy
355
+3
+0.9% +$110 ﹤0.01% 474
2024
Q4 		$12.8K Buy
352
+3
+0.9% +$116 ﹤0.01% 502
2024
Q3 		$13.5K Buy
349
+2
+0.6% +$79 ﹤0.01% 524
2024
Q2 		$12.9K Buy
347
+3
+0.9% +$111 ﹤0.01% 476
2024
Q1 		$12.7K Buy
344
+3
+0.9% +$109 ﹤0.01% 548
2023
Q4 		$12.7K Buy
341
+3
+0.9% +$105 ﹤0.01% 540
2023
Q3 		$11.6K Buy
338
+3
+0.9% +$116 ﹤0.01% 593
2023
Q2 		$13.4K Buy
335
+2
+0.6% +$84 ﹤0.01% 561
2023
Q1 		$14.5K Buy
333
+2
+0.6% +$90 ﹤0.01% 541
2022
Q4 		$15.8K Buy
+331
New +$15K ﹤0.01% 568
2022
Q3 		– Sell
-382
Closed -$17K – 1172
2022
Q2 		$17K Buy
382
+2
+0.5% +$93 ﹤0.01% 586
2022
Q1 		$19K Sell
380
-196
-34% -$9.46K ﹤0.01% 644
2021
Q4 		$31K Buy
+576
New +$28K 0.01% 555

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

Concord Wealth Partners's WTRG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Essential Utilities (WTRG) in Q2 2026: 371 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WTRG as recently as Q4 2025.

Concord Wealth Partners first reported a position in WTRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $31K in Q4 2021. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Concord Wealth Partners held 371 shares of Essential Utilities worth $14.2K as of Q2 2026.
  • Essential Utilities was a new Concord Wealth Partners position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #528 holding.
  • Concord Wealth Partners first reported a position in Essential Utilities in Q4 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's Essential Utilities position peaked at $31K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.