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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
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

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

DiNuzzo Private Wealth's WTRG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Essential Utilities (WTRG) position steady in Q2 2026 at 34 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

DiNuzzo Private Wealth first reported a position in WTRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54K in Q1 2025. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • DiNuzzo Private Wealth held 34 shares of Essential Utilities worth $1.3K as of Q2 2026.
  • DiNuzzo Private Wealth left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #814 holding.
  • DiNuzzo Private Wealth first reported a position in Essential Utilities in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Essential Utilities position peaked at $1.54K in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.