Godsey & Gibb Inc’s Essential Utilities WTRG Stock Holding History

Godsey & Gibb Inc’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	$7.2K	Hold	188	–	–	﹤0.01%	293
2026 Q1	$7.57K	Hold	188	–	–	﹤0.01%	296
2025 Q4	$7.21K	Hold	188	–	–	﹤0.01%	314
2025 Q3	$7.5K	Hold	188	–	–	﹤0.01%	290
2025 Q2	$6.98K	Hold	188	–	–	﹤0.01%	279
2025 Q1	$7.43K	Hold	188	–	–	﹤0.01%	300
2024 Q4	$6.83K	Hold	188	–	–	﹤0.01%	290
2024 Q3	$7.25K	Hold	188	–	–	﹤0.01%	343
2024 Q2	$7.02K	Hold	188	–	–	﹤0.01%	326
2024 Q1	$6.97K	Hold	188	–	–	﹤0.01%	299
2023 Q4	$7.02K	Hold	188	–	–	﹤0.01%	288
2023 Q3	$6.46K	Hold	188	–	–	﹤0.01%	273
2023 Q2	$7.5K	Hold	188	–	–	﹤0.01%	283
2023 Q1	$8.21K	Hold	188	–	–	﹤0.01%	253
2022 Q4	$8.97K	Buy	+188	New	+$8.51K	﹤0.01%	207
2021 Q4	–	Sell	-375	Closed	-$17K	–	152
2021 Q3	$17K	Buy	+375	New	+$18.2K	0.01%	66

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Godsey & Gibb Inc's WTRG Position: Q2 2026 in Review

Godsey & Gibb Inc held its Essential Utilities (WTRG) position steady in Q2 2026 at 188 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Godsey & Gibb Inc first reported a position in WTRG in Q3 2021 and has held it in 16 quarters since. The position peaked at $17K in Q3 2021. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Godsey & Gibb Inc held 188 shares of Essential Utilities worth $7.2K as of Q2 2026.
Godsey & Gibb Inc left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #293 holding.
Godsey & Gibb Inc first reported a position in Essential Utilities in Q3 2021 and has held it in 16 quarters since.
Godsey & Gibb Inc's Essential Utilities position peaked at $17K in Q3 2021.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.