GWSA
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Global Wealth Strategies & Associates’s Essential Utilities WTRG Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-300
Closed -$12.1K – 484
2026
Q1 		$12.1K Hold
300
– – ﹤0.01% 300
2025
Q4 		$11.5K Buy
+300
New +$11.8K ﹤0.01% 294

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State Street
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Vanguard Capital Management
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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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Global Wealth Strategies & Associates's WTRG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 300 shares — an estimated $12.1K sold.

Global Wealth Strategies & Associates first reported a position in WTRG in Q4 2025 and held it in 2 quarters. The position peaked at $12.1K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 300 Essential Utilities shares in Q2 2026, an estimated $12.1K.
  • Global Wealth Strategies & Associates first reported a position in Essential Utilities in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Essential Utilities position peaked at $12.1K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.