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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
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

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

Darwin Wealth Management's WTRG Position: Q2 2026 in Review

Darwin Wealth Management reduced its Essential Utilities (WTRG) stake by 29% in Q2 2026, selling an estimated $5.38K and leaving 339 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Darwin Wealth Management first reported a position in WTRG in Q1 2020 and has held it in 9 quarters since. The position peaked at $29K in Q1 2020. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Darwin Wealth Management held 339 shares of Essential Utilities worth $13K as of Q2 2026.
  • Darwin Wealth Management sold 141 Essential Utilities shares in Q2 2026, an estimated $5.38K.
  • Essential Utilities made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Darwin Wealth Management first reported a position in Essential Utilities in Q1 2020 and has held it in 9 quarters since.
  • Darwin Wealth Management's Essential Utilities position peaked at $29K in Q1 2020.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.