EWA
WTRG icon

EverSource Wealth Advisors’s Essential Utilities WTRG Stock Holding History

EverSource Wealth Advisors’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 		$181K Buy
4,723
+174
+4% +$6.64K 0.01% 1049
2026
Q1 		$183K Buy
4,549
+1,250
+38% +$49.2K 0.01% 1105
2025
Q4 		$127K Buy
3,299
+483
+17% +$19K ﹤0.01% 1193
2025
Q3 		$112K Buy
2,816
+69
+3% +$2.63K ﹤0.01% 1216
2025
Q2 		$102K Buy
2,747
+1,723
+168% +$67.1K ﹤0.01% 1191
2025
Q1 		$40.5K Buy
1,024
+382
+60% +$14K ﹤0.01% 1336
2024
Q4 		$23.3K Buy
642
+304
+90% +$11.8K ﹤0.01% 1535
2024
Q3 		$13K Buy
338
+11
+3% +$432 ﹤0.01% 1722
2024
Q2 		$13.3K Buy
327
+59
+22% +$2.19K ﹤0.01% 1713
2024
Q1 		$9.8K Sell
268
-380
-59% -$13.8K ﹤0.01% 1698
2023
Q4 		$24.2K Buy
648
+279
+76% +$9.74K ﹤0.01% 1155
2023
Q3 		$12.7K Buy
369
+359
+3,590% +$13.9K ﹤0.01% 1329
2023
Q2 		$399 Hold
10
– – ﹤0.01% 2382
2023
Q1 		$437 Buy
+10
New +$451 ﹤0.01% 2252

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's WTRG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Essential Utilities (WTRG) stake by 3.8% in Q2 2026, buying an estimated $6.64K and bringing the position to 4,723 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #1049.

EverSource Wealth Advisors first reported a position in WTRG in Q1 2023 and has held it in 14 quarters since. The position peaked at $183K in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • EverSource Wealth Advisors held 4,723 shares of Essential Utilities worth $181K as of Q2 2026.
  • EverSource Wealth Advisors bought 174 Essential Utilities shares in Q2 2026, an estimated $6.64K.
  • Essential Utilities made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1049 holding.
  • EverSource Wealth Advisors first reported a position in Essential Utilities in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Essential Utilities position peaked at $183K in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.