EFS
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Econ Financial Services’s Essential Utilities WTRG Stock Holding History

Econ Financial Services’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
-63,358
Closed -$2.55M – 97
2026
Q1 		$2.55M Buy
+63,358
New +$2.49M 1.18% 36

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Econ Financial Services's WTRG Position: Q2 2026 in Review

Econ Financial Services sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 63,358 shares — an estimated $2.55M sold.

Econ Financial Services first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $2.55M in Q1 2026. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Econ Financial Services reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Econ Financial Services sold 63,358 Essential Utilities shares in Q2 2026, an estimated $2.55M.
  • Econ Financial Services first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
  • Econ Financial Services's Essential Utilities position peaked at $2.55M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.