Flagship Capital Management
WTRG icon

Flagship Capital Management’s Essential Utilities WTRG Stock Holding History

Flagship Capital Management’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 		$298K Hold
7,595
– – 0.18% 44
2026
Q2 		$291K Hold
7,595
– – 0.18% 45
2026
Q1 		$306K Hold
7,595
– – 0.22% 41
2025
Q4 		$291K Buy
+7,595
New +$299K 0.21% 41

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Boston Trust Walden
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Duff & Phelps Investment Management
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Pictet Asset Management
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Flagship Capital Management's WTRG Position: Q3 2026 in Review

Flagship Capital Management held its Essential Utilities (WTRG) position steady in Q3 2026 at 7,595 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #44.

Flagship Capital Management first reported a position in WTRG in Q4 2025 and has held it in 4 quarters since. The position peaked at $306K in Q1 2026. 346 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Flagship Capital Management held 7,595 shares of Essential Utilities worth $298K as of Q3 2026.
  • Flagship Capital Management left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up 0.18% of Flagship Capital Management's portfolio in Q3 2026, its #44 holding.
  • Flagship Capital Management first reported a position in Essential Utilities in Q4 2025 and has held it in 4 quarters since.
  • Flagship Capital Management's Essential Utilities position peaked at $306K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Flagship Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.