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Congress Wealth Management’s Essential Utilities WTRG Stock Holding History

Congress Wealth Management’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
2025
Q2 		$322K Buy
+8,671
New +$338K ﹤0.01% 1046
2025
Q1 		– Sell
-8,020
Closed -$291K – 1132
2024
Q4 		$291K Buy
+8,020
New +$311K ﹤0.01% 769
2024
Q3 		– Sell
-5,586
Closed -$209K – 874
2024
Q2 		$209K Buy
+5,586
New +$207K ﹤0.01% 704
2024
Q1 		– Sell
-7,024
Closed -$262K – 645
2023
Q4 		$262K Buy
+7,024
New +$245K ﹤0.01% 552

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's WTRG Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Essential Utilities (WTRG) in Q2 2025: 8,671 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in WTRG as recently as Q4 2024.

Congress Wealth Management first reported a position in WTRG in Q4 2023 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Congress Wealth Management held 8,671 shares of Essential Utilities worth $322K as of Q2 2025.
  • Essential Utilities was a new Congress Wealth Management position in Q2 2025.
  • Essential Utilities made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1046 holding.
  • Congress Wealth Management first reported a position in Essential Utilities in Q4 2023 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.