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Golden State Equity Partners’s Essential Utilities WTRG Stock Holding History

Golden State Equity Partners’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
-394
Closed -$15.9K – 1760
2026
Q1 		$15.9K Buy
+394
New +$15.5K ﹤0.01% 1163

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Nordea Investment Management
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Amundi
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Millennium Management
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AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Golden State Equity Partners's WTRG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 394 shares — an estimated $15.9K sold.

Golden State Equity Partners first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $15.9K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 394 Essential Utilities shares in Q2 2026, an estimated $15.9K.
  • Golden State Equity Partners first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Essential Utilities position peaked at $15.9K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.