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WTRG icon

Hantz Financial Services’s Essential Utilities WTRG Stock Holding History

Hantz Financial Services’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 		$211K Sell
5,519
-5,378
-49% -$205K ﹤0.01% 1086
2026
Q1 		$439K Buy
10,897
+2,298
+27% +$90.5K 0.01% 690
2025
Q4 		$330K Sell
8,599
-426
-5% -$16.8K ﹤0.01% 693
2025
Q3 		$360K Buy
9,025
+6,031
+201% +$230K 0.01% 611
2025
Q2 		$111K Buy
2,994
+2,732
+1,043% +$106K ﹤0.01% 738
2025
Q1 		$10K Buy
+262
New +$9.62K ﹤0.01% 975

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Hantz Financial Services's WTRG Position: Q2 2026 in Review

Hantz Financial Services reduced its Essential Utilities (WTRG) stake by 49% in Q2 2026, selling an estimated $205K and leaving 5,519 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Hantz Financial Services first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $439K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Hantz Financial Services held 5,519 shares of Essential Utilities worth $211K as of Q2 2026.
  • Hantz Financial Services sold 5,378 Essential Utilities shares in Q2 2026, an estimated $205K.
  • Essential Utilities made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1086 holding.
  • Hantz Financial Services first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • Hantz Financial Services's Essential Utilities position peaked at $439K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.