Fifth Third Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Fifth Third 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	$310K	Sell	8,086 -67	-0.8%	-$2.56K	0.01%	690
2026 Q1	$328K	Buy	8,153 +340	+4%	+$13.4K	0.01%	562
2025 Q4	$300K	Sell	7,813 -3,818	-33%	-$150K	0.01%	584
2025 Q3	$464K	Buy	11,631 +3,554	+44%	+$135K	0.02%	405
2025 Q2	$300K	Buy	8,077 +15	+0.2%	+$584	0.01%	531
2025 Q1	$319K	Buy	8,062 +30	+0.4%	+$1.1K	0.02%	473
2024 Q4	$292K	Hold	8,032	–	–	0.02%	500
2024 Q3	$310K	Buy	8,032 +30	+0.4%	+$1.18K	0.02%	452
2024 Q2	$299K	Buy	+8,002	New	+$297K	0.02%	413

Other funds holding WTRG

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Fifth Third Wealth Advisors's WTRG Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Essential Utilities (WTRG) stake by 0.82% in Q2 2026, selling an estimated $2.56K and leaving 8,086 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #690.

Fifth Third Wealth Advisors first reported a position in WTRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $464K in Q3 2025. 104 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Fifth Third Wealth Advisors held 8,086 shares of Essential Utilities worth $310K as of Q2 2026.
Fifth Third Wealth Advisors sold 67 Essential Utilities shares in Q2 2026, an estimated $2.56K.
Essential Utilities made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #690 holding.
Fifth Third Wealth Advisors first reported a position in Essential Utilities in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Essential Utilities position peaked at $464K in Q3 2025.
104 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.