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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
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

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

Daymark Wealth Partners's WTRG Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Essential Utilities (WTRG) in Q2 2026: 5,840 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in WTRG as recently as Q4 2023.

Daymark Wealth Partners first reported a position in WTRG in Q4 2022 and has held it in 5 quarters since. The position peaked at $306K in Q4 2022. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Daymark Wealth Partners held 5,840 shares of Essential Utilities worth $224K as of Q2 2026.
  • Essential Utilities was a new Daymark Wealth Partners position in Q2 2026.
  • Essential Utilities made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #731 holding.
  • Daymark Wealth Partners first reported a position in Essential Utilities in Q4 2022 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Essential Utilities position peaked at $306K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.