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Forvis Mazars Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Forvis Mazars Wealth Advisors’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 		$408K Buy
10,653
+200
+2% +$7.64K 0.01% 338
2026
Q1 		$421K Hold
10,453
– – 0.01% 305
2025
Q4 		$401K Hold
10,453
– – 0.01% 312
2025
Q3 		$417K Hold
10,453
– – 0.01% 314
2025
Q2 		$388K Buy
10,453
+15
+0.1% +$584 0.01% 327
2025
Q1 		$413K Sell
10,438
-1,394
-12% -$51.2K 0.01% 311
2024
Q4 		$430K Hold
11,832
– – 0.01% 331
2024
Q3 		$456K Buy
11,832
+1,394
+13% +$54.8K 0.01% 328
2024
Q2 		$390K Sell
10,438
-299
-3% -$11.1K 0.01% 324
2024
Q1 		$398K Buy
10,737
+84
+0.8% +$3.05K 0.01% 318
2023
Q4 		$398K Buy
10,653
+90
+0.9% +$3.14K 0.01% 303
2023
Q3 		$363K Buy
10,563
+126
+1% +$4.88K 0.01% 309
2023
Q2 		$417K Sell
10,437
-364
-3% -$15.3K 0.01% 316
2023
Q1 		$471K Hold
10,801
– – 0.02% 274
2022
Q4 		$516K Hold
10,801
– – 0.02% 258
2022
Q3 		$447K Sell
10,801
-1
-0% -$48 0.02% 266
2022
Q2 		$495K Buy
+10,802
New +$502K 0.02% 254

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WTRG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Essential Utilities (WTRG) stake by 1.9% in Q2 2026, buying an estimated $7.64K and bringing the position to 10,653 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #338.

Forvis Mazars Wealth Advisors first reported a position in WTRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $516K in Q4 2022. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 10,653 shares of Essential Utilities worth $408K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 200 Essential Utilities shares in Q2 2026, an estimated $7.64K.
  • Essential Utilities made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Essential Utilities in Q2 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Essential Utilities position peaked at $516K in Q4 2022.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.