FIA
WTRG icon

Foundations Investment Advisors’s Essential Utilities WTRG Stock Holding History

Foundations Investment 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 		$376K Buy
9,822
+536
+6% +$20.5K ﹤0.01% 869
2026
Q1 		$374K Sell
9,286
-41
-0.4% -$1.61K ﹤0.01% 825
2025
Q4 		$358K Sell
9,327
-8,523
-48% -$335K ﹤0.01% 839
2025
Q3 		$712K Buy
17,850
+34
+0.2% +$1.3K 0.01% 557
2025
Q2 		$662K Sell
17,816
-15
-0.1% -$584 0.01% 519
2025
Q1 		$705K Buy
17,831
+8,739
+96% +$321K 0.01% 485
2024
Q4 		$330K Buy
9,092
+185
+2% +$7.18K 0.01% 638
2024
Q3 		$344K Hold
8,907
– – 0.01% 598
2024
Q2 		$332K Hold
8,907
– – 0.01% 584
2024
Q1 		$330K Hold
8,907
– – 0.01% 560
2023
Q4 		$326K Sell
8,907
-180
-2% -$6.28K 0.01% 529
2023
Q3 		$312K Buy
9,087
+164
+2% +$6.35K 0.01% 503
2023
Q2 		$356K Sell
8,923
-131
-1% -$5.5K 0.01% 434
2023
Q1 		$395K Sell
9,054
-15
-0.2% -$677 0.01% 358
2022
Q4 		$433K Hold
9,069
– – 0.02% 301
2022
Q3 		$375K Buy
9,069
+19
+0.2% +$920 0.02% 293
2022
Q2 		$423K Hold
9,050
– – 0.02% 253
2022
Q1 		$451K Sell
9,050
-46
-0.5% -$2.22K 0.02% 210
2021
Q4 		$461K Hold
9,096
– – 0.02% 216
2021
Q3 		$426K Hold
9,096
– – 0.02% 206
2021
Q2 		$436K Buy
9,096
+180
+2% +$8.45K 0.02% 182
2021
Q1 		$407K Buy
8,916
+144
+2% +$6.5K 0.02% 150
2020
Q4 		$427K Buy
8,772
+68
+0.8% +$3.02K 0.03% 125
2020
Q3 		$363K Hold
8,704
– – 0.08% 127
2020
Q2 		$378K Hold
8,704
– – 0.03% 115
2020
Q1 		$336K Hold
8,704
– – 0.04% 88
2019
Q4 		$401K Hold
8,704
– – 0.05% 102
2019
Q3 		$390K Buy
+8,704
New +$374K 0.05% 97

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
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

Foundations Investment Advisors's WTRG Position: Q2 2026 in Review

Foundations Investment Advisors increased its Essential Utilities (WTRG) stake by 5.8% in Q2 2026, buying an estimated $20.5K and bringing the position to 9,822 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Foundations Investment Advisors first reported a position in WTRG in Q3 2019 and has held it in 28 quarters since. The position peaked at $712K in Q3 2025. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Foundations Investment Advisors held 9,822 shares of Essential Utilities worth $376K as of Q2 2026.
  • Foundations Investment Advisors bought 536 Essential Utilities shares in Q2 2026, an estimated $20.5K.
  • Essential Utilities made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #869 holding.
  • Foundations Investment Advisors first reported a position in Essential Utilities in Q3 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's Essential Utilities position peaked at $712K in Q3 2025.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.