Focus Partners Wealth
WTRG icon

Focus Partners Wealth’s Essential Utilities WTRG Stock Holding History

Focus Partners Wealth’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 		$1.52M Sell
39,799
-532
-1% -$20.3K ﹤0.01% 1460
2026
Q1 		$1.62M Buy
40,331
+8,749
+28% +$344K ﹤0.01% 1409
2025
Q4 		$1.22M Buy
31,582
+6,087
+24% +$240K ﹤0.01% 1545
2025
Q3 		$1.01M Sell
25,495
-316
-1% -$12K ﹤0.01% 1284
2025
Q2 		$959K Buy
25,811
+3,489
+16% +$136K ﹤0.01% 1163
2025
Q1 		$882K Sell
22,322
-1,331
-6% -$48.9K ﹤0.01% 1108
2024
Q4 		$859K Buy
23,653
+4,021
+20% +$156K ﹤0.01% 1108
2024
Q3 		$757K Buy
19,632
+12,725
+184% +$500K ﹤0.01% 1019
2024
Q2 		$258K Buy
+6,907
New +$256K ﹤0.01% 1108

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's WTRG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Essential Utilities (WTRG) stake by 1.3% in Q2 2026, selling an estimated $20.3K and leaving 39,799 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Focus Partners Wealth first reported a position in WTRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Focus Partners Wealth held 39,799 shares of Essential Utilities worth $1.52M as of Q2 2026.
  • Focus Partners Wealth sold 532 Essential Utilities shares in Q2 2026, an estimated $20.3K.
  • Essential Utilities made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1460 holding.
  • Focus Partners Wealth first reported a position in Essential Utilities in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Essential Utilities position peaked at $1.62M in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.