Financial Consulate’s Essential Utilities WTRG Stock Holding History

Financial Consulate’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	-13	Closed	-$524	–	1525
2026 Q1	$524	Hold	13	–	–	﹤0.01%	1243
2025 Q4	$499	Buy	+13	New	+$512	﹤0.01%	1176

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Financial Consulate's WTRG Position: Q2 2026 in Review

Financial Consulate sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 13 shares — an estimated $524 sold.

Financial Consulate first reported a position in WTRG in Q4 2025 and held it in 2 quarters. The position peaked at $524 in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Financial Consulate reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Financial Consulate sold 13 Essential Utilities shares in Q2 2026, an estimated $524.
Financial Consulate first reported a position in Essential Utilities in Q4 2025 and held it in 2 quarters.
Financial Consulate's Essential Utilities position peaked at $524 in Q1 2026.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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