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Cornerstone Planning Group’s Essential Utilities WTRG Stock Holding History

Cornerstone Planning Group’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 		– Sell
-29
Closed -$1.09K – 1957
2026
Q1 		$1.09K Buy
+29
New +$1.14K ﹤0.01% 1443
2025
Q4 		– Sell
-48
Closed -$1.86K – 1853
2025
Q3 		$1.86K Buy
48
+3
+7% +$114 ﹤0.01% 1177
2025
Q2 		$1.71K Buy
45
+30
+200% +$1.17K ﹤0.01% 983
2025
Q1 		$614 Buy
+15
New +$551 ﹤0.01% 1242

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

Cornerstone Planning Group's WTRG Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 29 shares — an estimated $1.09K sold.

Cornerstone Planning Group first reported a position in WTRG in Q1 2025 and held it in 4 quarters. The position peaked at $1.86K in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Essential Utilities shares in Q2 2026, an estimated $1.09K.
  • Cornerstone Planning Group first reported a position in Essential Utilities in Q1 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Essential Utilities position peaked at $1.86K in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.