First Affirmative Financial Network
WTRG icon

First Affirmative Financial Network’s Essential Utilities WTRG Stock Holding History

First Affirmative Financial Network’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
Q3 		$407K Buy
+10,379
New +$416K 0.09% 229
2026
Q1 		$386K Buy
+9,577
New +$377K 0.15% 173
2025
Q3 		$354K Buy
8,860
+126
+1% +$4.8K 0.17% 154
2025
Q2 		$324K Sell
8,734
-680
-7% -$26.5K 0.17% 161
2025
Q1 		$372K Sell
9,414
-580
-6% -$21.3K 0.23% 127
2024
Q4 		$363K Buy
9,994
+351
+4% +$13.6K 0.21% 130
2024
Q3 		$372K Buy
9,643
+1,120
+13% +$44K 0.2% 136
2024
Q2 		$318K Buy
8,523
+613
+8% +$22.7K 0.22% 140
2024
Q1 		$293K Buy
7,910
+386
+5% +$14K 0.22% 156
2023
Q4 		$281K Sell
7,524
-948
-11% -$33.1K 0.22% 153
2023
Q3 		$291K Buy
8,472
+756
+10% +$29.3K 0.28% 117
2023
Q2 		$308K Buy
7,716
+1,201
+18% +$50.4K 0.31% 109
2023
Q1 		$284K Buy
6,515
+37
+0.6% +$1.67K 0.33% 91
2022
Q4 		$309K Sell
6,478
-632
-9% -$28.6K 0.37% 87
2022
Q3 		$294K Sell
7,110
-411
-5% -$19.9K 0.37% 80
2022
Q2 		$345K Sell
7,521
-208
-3% -$9.7K 0.39% 72
2022
Q1 		$395K Buy
7,729
+154
+2% +$7.43K 0.38% 74
2021
Q4 		$407K Sell
7,575
-390
-5% -$18.9K 0.37% 73
2021
Q3 		$367K Buy
+7,965
New +$386K 0.38% 72

Other funds holding WTRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

First Affirmative Financial Network's WTRG Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Essential Utilities (WTRG) in Q3 2026: 10,379 shares worth $407K. The stake represents 0.09% of the portfolio and ranks #229 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WTRG as recently as Q1 2026.

First Affirmative Financial Network first reported a position in WTRG in Q3 2021 and has held it in 19 quarters since. The position peaked at $407K in Q4 2021. 158 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • First Affirmative Financial Network held 10,379 shares of Essential Utilities worth $407K as of Q3 2026.
  • Essential Utilities was a new First Affirmative Financial Network position in Q3 2026.
  • Essential Utilities made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #229 holding.
  • First Affirmative Financial Network first reported a position in Essential Utilities in Q3 2021 and has held it in 19 quarters since.
  • First Affirmative Financial Network's Essential Utilities position peaked at $407K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.