Diversified Enterprises’s Essential Utilities WTRG Stock Holding History

Diversified Enterprises’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	$231K	Buy	5,888 +7	+0.1%	+$281	0.01%	407
2026 Q2	$225K	Buy	5,881 +11	+0.2%	+$420	0.01%	390
2026 Q1	$236K	Buy	5,870 +5	+0.1%	+$197	0.01%	370
2025 Q4	$225K	Buy	+5,865	New	+$231K	0.01%	352
2024 Q4	–	Sell	-6,174	Closed	-$238K	–	245
2024 Q3	$238K	Buy	+6,174	New	+$243K	0.03%	204

Other funds holding WTRG

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Diversified Enterprises's WTRG Position: Q3 2026 in Review

Diversified Enterprises increased its Essential Utilities (WTRG) stake by 0.12% in Q3 2026, buying an estimated $281 and bringing the position to 5,888 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #407.

Diversified Enterprises first reported a position in WTRG in Q3 2024 and has held it in 5 quarters since. The position peaked at $238K in Q3 2024. 225 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Diversified Enterprises held 5,888 shares of Essential Utilities worth $231K as of Q3 2026.
Diversified Enterprises bought 7 Essential Utilities shares in Q3 2026, an estimated $281.
Essential Utilities made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #407 holding.
Diversified Enterprises first reported a position in Essential Utilities in Q3 2024 and has held it in 5 quarters since.
Diversified Enterprises's Essential Utilities position peaked at $238K in Q3 2024.
225 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.