Daymark Wealth Partners
WTRG icon

Daymark Wealth Partners’s Essential Utilities WTRG Stock Holding History

Daymark Wealth Partners’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 		– Sell
-5,840
Closed -$224K – 939
2026
Q2 		$224K Buy
+5,840
New +$223K 0.01% 731
2024
Q1 		– Sell
-5,775
Closed -$216K – 443
2023
Q4 		$216K Buy
+5,775
New +$202K 0.01% 376
2023
Q3 		– Sell
-6,418
Closed -$256K – 408
2023
Q2 		$256K Hold
6,418
– – 0.02% 321
2023
Q1 		$280K Hold
6,418
– – 0.04% 245
2022
Q4 		$306K Buy
+6,418
New +$291K 0.05% 183

Other funds holding WTRG

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Amundi
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Daymark Wealth Partners's WTRG Position: Q3 2026 in Review

Daymark Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 5,840 shares — an estimated $224K sold.

Daymark Wealth Partners first reported a position in WTRG in Q4 2022 and held it in 5 quarters. The position peaked at $306K in Q4 2022. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Daymark Wealth Partners reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • Daymark Wealth Partners sold 5,840 Essential Utilities shares in Q3 2026, an estimated $224K.
  • Daymark Wealth Partners first reported a position in Essential Utilities in Q4 2022 and held it in 5 quarters.
  • Daymark Wealth Partners's Essential Utilities position peaked at $306K in Q4 2022.
  • 422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.