Creative Planning’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 | $7.74M | Buy |
201,982
+1,340
| +0.7% | +$51.2K | ﹤0.01% | 1072 |
|
|
2026
Q1 | $8.08M | Buy |
200,642
+8,330
| +4% | +$328K | 0.01% | 836 |
|
|
2025
Q4 | $7.38M | Buy |
192,312
+9,960
| +5% | +$392K | 0.01% | 758 |
|
|
2025
Q3 | $7.28M | Sell |
182,352
-15,039
| -8% | -$573K | 0.01% | 701 |
|
|
2025
Q2 | $7.33M | Buy |
197,391
+118,005
| +149% | +$4.6M | 0.01% | 622 |
|
|
2025
Q1 | $3.14M | Sell |
79,386
-1,916
| -2% | -$70.4K | ﹤0.01% | 913 |
|
|
2024
Q4 | $2.95M | Buy |
81,302
+1,478
| +2% | +$57.4K | ﹤0.01% | 908 |
|
|
2024
Q3 | $3.08M | Sell |
79,824
-1,116
| -1% | -$43.9K | ﹤0.01% | 846 |
|
|
2024
Q2 | $3.02M | Sell |
80,940
-2,173
| -3% | -$80.6K | ﹤0.01% | 823 |
|
|
2024
Q1 | $3.08M | Buy |
83,113
+7,588
| +10% | +$275K | ﹤0.01% | 791 |
|
|
2023
Q4 | $2.82M | Sell |
75,525
-10,691
| -12% | -$373K | 0.01% | 770 |
|
|
2023
Q3 | $2.96M | Buy |
86,216
+44,104
| +105% | +$1.71M | ﹤0.01% | 697 |
|
|
2023
Q2 | $1.68M | Sell |
42,112
-3,555
| -8% | -$149K | ﹤0.01% | 899 |
|
|
2023
Q1 | $1.99M | Sell |
45,667
-23
| -0.1% | -$1.04K | ﹤0.01% | 778 |
|
|
2022
Q4 | $2.18M | Buy |
45,690
+2,501
| +6% | +$113K | ﹤0.01% | 722 |
|
|
2022
Q3 | $1.79M | Buy |
43,189
+587
| +1% | +$28.4K | ﹤0.01% | 736 |
|
|
2022
Q2 | $1.95M | Sell |
42,602
-1,707
| -4% | -$79.3K | ﹤0.01% | 723 |
|
|
2022
Q1 | $2.27M | Buy |
44,309
+5,536
| +14% | +$267K | ﹤0.01% | 672 |
|
|
2021
Q4 | $2.08M | Sell |
38,773
-38,319
| -50% | -$1.86M | ﹤0.01% | 677 |
|
|
2021
Q3 | $3.55M | Buy |
77,092
+4,600
| +6% | +$223K | 0.01% | 509 |
|
|
2021
Q2 | $3.31M | Sell |
72,492
-8,979
| -11% | -$421K | 0.01% | 512 |
|
|
2021
Q1 | $3.65M | Sell |
81,471
-2,818
| -3% | -$127K | 0.01% | 497 |
|
|
2020
Q4 | $3.99M | Buy |
84,289
+1,429
| +2% | +$63.5K | 0.01% | 426 |
|
|
2020
Q3 | $3.36M | Buy |
82,860
+5,080
| +7% | +$218K | 0.01% | 404 |
|
|
2020
Q2 | $3.29M | Sell |
77,780
-178
| -0.2% | -$7.52K | 0.01% | 356 |
|
|
2020
Q1 | $3.17M | Sell |
77,958
-15
| -0% | -$708 | 0.01% | 321 |
|
|
2019
Q4 | $3.66M | Sell |
77,973
-531
| -0.7% | -$23.9K | 0.01% | 359 |
|
|
2019
Q3 | $3.52M | Sell |
78,504
-2,857
| -4% | -$123K | 0.01% | 358 |
|
|
2019
Q2 | $3.37M | Buy |
81,361
+2,778
| +4% | +$108K | 0.01% | 364 |
|
|
2019
Q1 | $2.86M | Sell |
78,583
-1,568
| -2% | -$55.3K | 0.01% | 372 |
|
|
2018
Q4 | $2.74M | Buy |
80,151
+427
| +0.5% | +$14.8K | 0.01% | 362 |
|
|
2018
Q3 | $2.94M | Buy |
79,724
+537
| +0.7% | +$19.9K | 0.01% | 385 |
|
|
2018
Q2 | $2.79M | Buy |
79,187
+301
| +0.4% | +$10.3K | 0.01% | 392 |
|
|
2018
Q1 | $2.69M | Buy |
78,886
+45,462
| +136% | +$1.58M | 0.01% | 392 |
|
|
2017
Q4 | $1.31M | Sell |
33,424
-2,367
| -7% | -$86.3K | 0.01% | 591 |
|
|
2017
Q3 | $1.19M | Sell |
35,791
-142
| -0.4% | -$4.76K | 0.01% | 639 |
|
|
2017
Q2 | $1.2M | Buy |
35,933
+2,134
| +6% | +$70K | 0.01% | 606 |
|
|
2017
Q1 | $1.09M | Sell |
33,799
-6,734
| -17% | -$207K | 0.01% | 632 |
|
|
2016
Q4 | $1.22M | Buy |
40,533
+4,773
| +13% | +$142K | 0.01% | 556 |
|
|
2016
Q3 | $1.09M | Buy |
35,760
+4,677
| +15% | +$152K | 0.01% | 563 |
|
|
2016
Q2 | $1.11M | Buy |
31,083
+864
| +3% | +$28.1K | 0.01% | 492 |
|
|
2016
Q1 | $962K | Buy |
30,219
+3,460
| +13% | +$107K | 0.01% | 519 |
|
|
2015
Q4 | $797K | Buy |
26,759
+1,944
| +8% | +$56K | 0.01% | 579 |
|
|
2015
Q3 | $657K | Sell |
24,815
-1,720
| -6% | -$44K | 0.01% | 634 |
|
|
2015
Q2 | $650K | Sell |
26,535
-1,571
| -6% | -$41.2K | 0.01% | 591 |
|
|
2015
Q1 | $741K | Buy |
28,106
+3,832
| +16% | +$102K | 0.01% | 572 |
|
|
2014
Q4 | $648K | Buy |
24,274
+3,437
| +16% | +$88.3K | 0.01% | 599 |
|
|
2014
Q3 | $490K | Buy |
20,837
+1,769
| +9% | +$43.2K | 0.01% | 664 |
|
|
2014
Q2 | $500K | Sell |
19,068
-1,278
| -6% | -$32.1K | 0.01% | 646 |
|
|
2014
Q1 | $510K | Sell |
20,346
-917
| -4% | -$22.1K | 0.01% | 607 |
|
|
2013
Q4 | $502K | Sell |
21,263
-2,460
| -10% | -$60K | 0.01% | 520 |
|
|
2013
Q3 | $587K | Buy |
23,723
+3,782
| +19% | +$96.4K | 0.01% | 403 |
|
|
2013
Q2 | $499K | Buy |
+19,941
| New | +$506K | 0.01% | 403 |
|
Other funds holding WTRG
AA
Creative Planning's WTRG Position: Q2 2026 in Review
Creative Planning increased its Essential Utilities (WTRG) stake by 0.67% in Q2 2026, buying an estimated $51.2K and bringing the position to 201,982 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1072.
Creative Planning first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.08M in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Creative Planning held 201,982 shares of Essential Utilities worth $7.74M as of Q2 2026.
- Creative Planning bought 1,340 Essential Utilities shares in Q2 2026, an estimated $51.2K.
- Essential Utilities made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1072 holding.
- Creative Planning first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's Essential Utilities position peaked at $8.08M in Q1 2026.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.