Hantz Financial Services
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
Q3 		$306K Buy
7,809
+2,290
+41% +$91.9K ﹤0.01% 933
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 +$9.6K ﹤0.01% 975

Other funds holding WTRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Hantz Financial Services's WTRG Position: Q3 2026 in Review

Hantz Financial Services increased its Essential Utilities (WTRG) stake by 41% in Q3 2026, buying an estimated $91.9K and bringing the position to 7,809 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Hantz Financial Services first reported a position in WTRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $439K in Q1 2026. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Hantz Financial Services held 7,809 shares of Essential Utilities worth $306K as of Q3 2026.
  • Hantz Financial Services bought 2,290 Essential Utilities shares in Q3 2026, an estimated $91.9K.
  • Essential Utilities made up ﹤0.01% of Hantz Financial Services's portfolio in Q3 2026, its #933 holding.
  • Hantz Financial Services first reported a position in Essential Utilities in Q1 2025 and has held it in 7 quarters since.
  • Hantz Financial Services's Essential Utilities position peaked at $439K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.