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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
2026
Q2 		$383 Buy
+10
New +$382 ﹤0.01% 871
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 $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 $3.37T AUM 44.26% 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

Financial Gravity Companies's WTRG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Essential Utilities (WTRG) in Q2 2026: 10 shares worth $383. 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 Q2 2025.

Financial Gravity Companies first reported a position in WTRG in Q4 2017 and has held it in 7 quarters since. The position peaked at $6K in Q4 2018. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Financial Gravity Companies held 10 shares of Essential Utilities worth $383 as of Q2 2026.
  • Essential Utilities was a new Financial Gravity Companies position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #871 holding.
  • Financial Gravity Companies first reported a position in Essential Utilities in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Essential Utilities position peaked at $6K in Q4 2018.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.