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Godfrey Financial Associates’s Essential Utilities WTRG Stock Holding History

Godfrey Financial 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 		$498 Hold
13
– – ﹤0.01% 897
2026
Q1 		$524 Hold
13
– – ﹤0.01% 875
2025
Q4 		$499 Buy
+13
New +$512 ﹤0.01% 849

Other funds holding WTRG

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Godfrey Financial Associates's WTRG Position: Q2 2026 in Review

Godfrey Financial Associates held its Essential Utilities (WTRG) position steady in Q2 2026 at 13 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Godfrey Financial Associates first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $524 in Q1 2026. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Godfrey Financial Associates held 13 shares of Essential Utilities worth $498 as of Q2 2026.
  • Godfrey Financial Associates left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #897 holding.
  • Godfrey Financial Associates first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Essential Utilities position peaked at $524 in Q1 2026.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.