DiNuzzo Private Wealth’s Essential Utilities WTRG Stock Holding History

DiNuzzo Private Wealth’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	$1.33K	Hold	34	–	–	﹤0.01%	787
2026 Q2	$1.3K	Hold	34	–	–	﹤0.01%	814
2026 Q1	$1.37K	Hold	34	–	–	﹤0.01%	775
2025 Q4	$1.3K	Hold	34	–	–	﹤0.01%	790
2025 Q3	$1.34K	Sell	34 -2	-6%	-$76	﹤0.01%	782
2025 Q2	$1.34K	Sell	36 -3	-8%	-$117	﹤0.01%	766
2025 Q1	$1.54K	Buy	39 +6	+18%	+$220	﹤0.01%	681
2024 Q4	$1.2K	Sell	33 -1	-3%	-$39	﹤0.01%	779
2024 Q3	$1.31K	Buy	34 +2	+6%	+$79	﹤0.01%	763
2024 Q2	$1.2K	Buy	32 +2	+7%	+$74	﹤0.01%	723
2024 Q1	$1.11K	Buy	30 +3	+11%	+$109	﹤0.01%	693
2023 Q4	$1.01K	Buy	+27	New	+$942	﹤0.01%	701

Other funds holding WTRG

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

DiNuzzo Private Wealth's WTRG Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Essential Utilities (WTRG) position steady in Q3 2026 at 34 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

DiNuzzo Private Wealth first reported a position in WTRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.54K in Q1 2025. 195 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

DiNuzzo Private Wealth held 34 shares of Essential Utilities worth $1.33K as of Q3 2026.
DiNuzzo Private Wealth left its Essential Utilities share count unchanged in Q3 2026.
Essential Utilities made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #787 holding.
DiNuzzo Private Wealth first reported a position in Essential Utilities in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Essential Utilities position peaked at $1.54K in Q1 2025.
195 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.