First Command Advisory Services’s Essential Utilities WTRG Stock Holding History

First Command Advisory Services’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	$25.5K	Hold	666	–	–	﹤0.01%	605
2026 Q1	$26.8K	Hold	666	–	–	﹤0.01%	452
2025 Q4	$25.5K	Hold	666	–	–	﹤0.01%	390
2025 Q3	$26.6K	Hold	666	–	–	﹤0.01%	370
2025 Q2	$24.7K	Hold	666	–	–	﹤0.01%	351
2025 Q1	$26.3K	Hold	666	–	–	﹤0.01%	327
2024 Q4	$24.2K	Hold	666	–	–	﹤0.01%	332
2024 Q3	$25.7K	Hold	666	–	–	﹤0.01%	331
2024 Q2	$24.9K	Hold	666	–	–	﹤0.01%	311
2024 Q1	$24.7K	Hold	666	–	–	﹤0.01%	306
2023 Q4	$24.9K	Hold	666	–	–	﹤0.01%	290
2023 Q3	$22.9K	Buy	+666	New	+$25.8K	﹤0.01%	292
2023 Q1	–	Sell	-74	Closed	–	–	270
2022 Q4	$0	Buy	+74	New	+$3.35K	﹤0.01%	235

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

First Command Advisory Services's WTRG Position: Q2 2026 in Review

First Command Advisory Services held its Essential Utilities (WTRG) position steady in Q2 2026 at 666 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

First Command Advisory Services first reported a position in WTRG in Q4 2022 and has held it in 13 quarters since. The position peaked at $26.8K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

First Command Advisory Services held 666 shares of Essential Utilities worth $25.5K as of Q2 2026.
First Command Advisory Services left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #605 holding.
First Command Advisory Services first reported a position in Essential Utilities in Q4 2022 and has held it in 13 quarters since.
First Command Advisory Services's Essential Utilities position peaked at $26.8K in Q1 2026.
699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.