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Destiny Wealth Partners’s Essential Utilities WTRG Stock Holding History

Destiny 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 		– Sell
-690
Closed -$27.8K – 1108
2026
Q1 		$27.8K Buy
+690
New +$27.2K ﹤0.01% 579
2021
Q2 		– Sell
-56
Closed -$3K – 522
2021
Q1 		$3K Buy
+56
New +$2.53K ﹤0.01% 508

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Nordea Investment Management
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Amundi
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Millennium Management
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AA
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Destiny Wealth Partners's WTRG Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 690 shares — an estimated $27.8K sold.

Destiny Wealth Partners first reported a position in WTRG in Q1 2021 and held it in 2 quarters. The position peaked at $27.8K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 690 Essential Utilities shares in Q2 2026, an estimated $27.8K.
  • Destiny Wealth Partners first reported a position in Essential Utilities in Q1 2021 and held it in 2 quarters.
  • Destiny Wealth Partners's Essential Utilities position peaked at $27.8K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.