GI
WTRG icon

GAMMA Investing’s Essential Utilities WTRG Stock Holding History

GAMMA Investing’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 		$331K Buy
8,436
+912
+12% +$36.6K 0.01% 964
2026
Q2 		$288K Sell
7,524
-2,997
-28% -$114K 0.01% 1005
2026
Q1 		$424K Sell
10,521
-246
-2% -$9.68K 0.02% 657
2025
Q4 		$413K Buy
10,767
+2,406
+29% +$94.7K 0.02% 609
2025
Q3 		$334K Buy
8,361
+3,614
+76% +$138K 0.02% 662
2025
Q2 		$176K Buy
4,747
+1,395
+42% +$54.3K 0.01% 1001
2025
Q1 		$133K Sell
3,352
-1,594
-32% -$58.5K 0.01% 1034
2024
Q4 		$180K Buy
4,946
+332
+7% +$12.9K 0.02% 749
2024
Q3 		$178K Sell
4,614
-745
-14% -$29.3K 0.02% 677
2024
Q2 		$200K Buy
5,359
+1,989
+59% +$73.8K 0.03% 500
2024
Q1 		$125K Buy
3,370
+140
+4% +$5.08K 0.03% 556
2023
Q4 		$116K Buy
+3,230
New +$113K 0.03% 485

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing's WTRG Position: Q3 2026 in Review

GAMMA Investing increased its Essential Utilities (WTRG) stake by 12% in Q3 2026, buying an estimated $36.6K and bringing the position to 8,436 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #964.

GAMMA Investing first reported a position in WTRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $424K in Q1 2026. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • GAMMA Investing held 8,436 shares of Essential Utilities worth $331K as of Q3 2026.
  • GAMMA Investing bought 912 Essential Utilities shares in Q3 2026, an estimated $36.6K.
  • Essential Utilities made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #964 holding.
  • GAMMA Investing first reported a position in Essential Utilities in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Essential Utilities position peaked at $424K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.