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Financial Gravity Companies’s Essential Utilities WTRG Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$371 Buy
+10
New +$389 ﹤0.01% 871
2024
Q4 		$1.74K Buy
48
+11
+30% +$427 ﹤0.01% 779
2024
Q3 		$1.43K Buy
+37
New +$1.45K ﹤0.01% 544
2018
Q4 		$6K Buy
+172
New +$5.96K 0.01% 689
2018
Q1 		$6K Buy
157
+102
+185% +$3.55K 0.01% 700
2017
Q4 		$2K Buy
+55
New +$2.01K ﹤0.01% 994

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's WTRG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Essential Utilities (WTRG) in Q2 2025: 10 shares worth $371. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WTRG as recently as Q4 2024.

Financial Gravity Companies first reported a position in WTRG in Q4 2017 and has held it in 6 quarters since. The position peaked at $6K in Q4 2018. 682 funds tracked by Wall St. Rank hold WTRG as of Q2 2025.

  • Financial Gravity Companies held 10 shares of Essential Utilities worth $371 as of Q2 2025.
  • Essential Utilities was a new Financial Gravity Companies position in Q2 2025.
  • Essential Utilities made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #871 holding.
  • Financial Gravity Companies first reported a position in Essential Utilities in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Essential Utilities position peaked at $6K in Q4 2018.
  • 682 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.