Fortitude Family Office’s Essential Utilities WTRG Stock Holding History

Fortitude Family Office’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	$90.5K	Buy	2,310 +2,137	+1,235%	+$85.7K	0.02%	286
2026 Q2	$6.63K	Sell	173 -157	-48%	-$6K	﹤0.01%	950
2026 Q1	$13.3K	Buy	330 +188	+132%	+$7.4K	﹤0.01%	554
2025 Q4	$5.45K	Buy	142 +62	+78%	+$2.44K	﹤0.01%	782
2025 Q3	$3.19K	Buy	80 +13	+19%	+$496	﹤0.01%	1004
2025 Q2	$2.49K	Buy	+67	New	+$2.61K	﹤0.01%	1089

Other funds holding WTRG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Fortitude Family Office's WTRG Position: Q3 2026 in Review

Fortitude Family Office increased its Essential Utilities (WTRG) stake by 1,235% in Q3 2026, buying an estimated $85.7K and bringing the position to 2,310 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #286.

Fortitude Family Office first reported a position in WTRG in Q2 2025 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Fortitude Family Office held 2,310 shares of Essential Utilities worth $90.5K as of Q3 2026.
Fortitude Family Office bought 2,137 Essential Utilities shares in Q3 2026, an estimated $85.7K.
Essential Utilities made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #286 holding.
Fortitude Family Office first reported a position in Essential Utilities in Q2 2025 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.