Darwin Wealth Management’s Essential Utilities WTRG Stock Holding History

Darwin 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
2026 Q3	$14K	Buy	357 +18	+5%	+$722	﹤0.01%	589
2026 Q2	$13K	Sell	339 -141	-29%	-$5.38K	﹤0.01%	362
2026 Q1	$19.4K	Buy	480 +1	+0.2%	+$39	0.01%	309
2025 Q4	$18.4K	Sell	479 -127	-21%	-$5K	0.01%	313
2025 Q3	$24.2K	Buy	606 +381	+169%	+$14.5K	0.01%	282
2025 Q2	$8.36K	Hold	225	–	–	﹤0.01%	369
2025 Q1	$8.17K	Hold	225	–	–	﹤0.01%	396
2024 Q4	$8.17K	Sell	225 -508	-69%	-$19.7K	﹤0.01%	396
2024 Q3	$28.3K	Buy	+733	New	+$28.8K	0.01%	282
2020 Q2	–	Sell	-733	Closed	-$29K	–	799
2020 Q1	$29K	Buy	+733	New	+$34.6K	0.01%	308

Other funds holding WTRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Darwin Wealth Management's WTRG Position: Q3 2026 in Review

Darwin Wealth Management increased its Essential Utilities (WTRG) stake by 5.3% in Q3 2026, buying an estimated $722 and bringing the position to 357 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Darwin Wealth Management first reported a position in WTRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $29K in Q1 2020. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Darwin Wealth Management held 357 shares of Essential Utilities worth $14K as of Q3 2026.
Darwin Wealth Management bought 18 Essential Utilities shares in Q3 2026, an estimated $722.
Essential Utilities made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #589 holding.
Darwin Wealth Management first reported a position in Essential Utilities in Q1 2020 and has held it in 10 quarters since.
Darwin Wealth Management's Essential Utilities position peaked at $29K in Q1 2020.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.