Global Retirement Partners’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $143K | Buy |
+3,731
| New | +$142K | ﹤0.01% | 1806 |
|
|
2025
Q4 | $127K | Buy |
3,298
+366
| +12% | +$14.4K | ﹤0.01% | 1761 |
|
|
2025
Q3 | $117K | Sell |
2,932
-195
| -6% | -$7.43K | ﹤0.01% | 1451 |
|
|
2025
Q2 | $116K | Buy |
+3,127
| New | +$122K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $105K | Sell |
2,887
-1,032
| -26% | -$40.1K | ﹤0.01% | 1246 |
|
|
2024
Q3 | $151K | Buy |
3,919
+7
| +0.2% | +$275 | ﹤0.01% | 1033 |
|
|
2024
Q2 | $146K | Buy |
3,912
+749
| +24% | +$27.8K | ﹤0.01% | 1020 |
|
|
2024
Q1 | $117K | Buy |
3,163
+3
| +0.1% | +$109 | ﹤0.01% | 1015 |
|
|
2023
Q4 | $119K | Sell |
3,160
-263
| -8% | -$9.18K | 0.01% | 958 |
|
|
2023
Q3 | $113K | Sell |
3,423
-167
| -5% | -$6.47K | 0.01% | 885 |
|
|
2023
Q2 | $143K | Sell |
3,590
-34
| -0.9% | -$1.43K | 0.01% | 810 |
|
|
2023
Q1 | $153K | Buy |
3,624
+3,469
| +2,238% | +$156K | 0.01% | 773 |
|
|
2022
Q4 | $7.41K | Sell |
155
-105
| -40% | -$4.75K | ﹤0.01% | 1894 |
|
|
2022
Q3 | $11K | Buy |
260
+79
| +44% | +$3.83K | ﹤0.01% | 1665 |
|
|
2022
Q2 | $8K | Buy |
181
+23
| +15% | +$1.07K | ﹤0.01% | 1750 |
|
|
2022
Q1 | $7K | Buy |
+158
| New | +$7.63K | ﹤0.01% | 1797 |
|
|
2021
Q4 | – | Sell |
-126
| Closed | -$6K | – | 1826 |
|
|
2021
Q3 | $6K | Buy |
126
+1
| +0.8% | +$48 | ﹤0.01% | 1584 |
|
|
2021
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 1541 |
|
|
2021
Q1 | $6K | Buy |
125
+1
| +0.8% | +$45 | ﹤0.01% | 1455 |
|
|
2020
Q4 | $6K | Buy |
124
+1
| +0.8% | +$44 | ﹤0.01% | 1420 |
|
|
2020
Q3 | $5K | Hold |
123
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q2 | $5K | Buy |
123
+1
| +0.8% | +$42 | ﹤0.01% | 1308 |
|
|
2020
Q1 | $5K | Buy |
122
+1
| +0.8% | +$47 | ﹤0.01% | 1250 |
|
|
2019
Q4 | $6K | Sell |
121
-534
| -82% | -$24.1K | ﹤0.01% | 1308 |
|
|
2019
Q3 | $29K | Buy |
655
+108
| +20% | +$4.64K | ﹤0.01% | 771 |
|
|
2019
Q2 | $23K | Buy |
547
+72
| +15% | +$2.8K | ﹤0.01% | 850 |
|
|
2019
Q1 | $17K | Buy |
475
+186
| +64% | +$6.56K | ﹤0.01% | 890 |
|
|
2018
Q4 | $10K | Hold |
289
| – | – | ﹤0.01% | 983 |
|
|
2018
Q3 | $11K | Buy |
289
+164
| +131% | +$6.07K | ﹤0.01% | 1015 |
|
|
2018
Q2 | $4K | Hold |
125
| – | – | ﹤0.01% | 1273 |
|
|
2018
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q4 | $5K | Buy |
+125
| New | +$4.56K | ﹤0.01% | 1127 |
|
Other funds holding WTRG
AA
Global Retirement Partners's WTRG Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Essential Utilities (WTRG) in Q2 2026: 3,731 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WTRG as recently as Q4 2025.
Global Retirement Partners first reported a position in WTRG in Q4 2017 and has held it in 32 quarters since. The position peaked at $153K in Q1 2023. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Global Retirement Partners held 3,731 shares of Essential Utilities worth $143K as of Q2 2026.
- Essential Utilities was a new Global Retirement Partners position in Q2 2026.
- Essential Utilities made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1806 holding.
- Global Retirement Partners first reported a position in Essential Utilities in Q4 2017 and has held it in 32 quarters since.
- Global Retirement Partners's Essential Utilities position peaked at $153K in Q1 2023.
- 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.