HWM
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HB Wealth Management’s Essential Utilities WTRG Stock Holding History

HB Wealth Management’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 		$1.12M Buy
29,132
+10,928
+60% +$417K 0.01% 698
2026
Q1 		$733K Buy
18,204
+3,106
+21% +$122K ﹤0.01% 801
2025
Q4 		$579K Buy
15,098
+977
+7% +$38.4K ﹤0.01% 845
2025
Q3 		$563K Buy
+14,121
New +$538K ﹤0.01% 811
2025
Q2 		– Sell
-11,303
Closed -$447K – 1307
2025
Q1 		$447K Buy
11,303
+384
+4% +$14.1K ﹤0.01% 803
2024
Q4 		$397K Buy
10,919
+856
+9% +$33.2K ﹤0.01% 706
2024
Q3 		$388K Buy
10,063
+334
+3% +$13.1K ﹤0.01% 672
2024
Q2 		$363K Buy
9,729
+70
+0.7% +$2.6K ﹤0.01% 642
2024
Q1 		$358K Sell
9,659
-99
-1% -$3.59K ﹤0.01% 597
2023
Q4 		$364K Buy
9,758
+552
+6% +$19.3K 0.01% 540
2023
Q3 		$316K Sell
9,206
-664
-7% -$25.7K 0.01% 549
2023
Q2 		$394K Sell
9,870
-378
-4% -$15.9K 0.01% 478
2023
Q1 		$447K Buy
10,248
+1,175
+13% +$53K 0.01% 439
2022
Q4 		$433K Buy
9,073
+67
+0.7% +$3.03K 0.01% 428
2022
Q3 		$373K Sell
9,006
-26
-0.3% -$1.26K 0.01% 396
2022
Q2 		$414K Buy
9,032
+82
+0.9% +$3.81K 0.01% 377
2022
Q1 		$458K Buy
8,950
+66
+0.7% +$3.19K 0.01% 362
2021
Q4 		$477K Buy
+8,884
New +$431K 0.01% 319

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 $3.38T 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

HB Wealth Management's WTRG Position: Q2 2026 in Review

HB Wealth Management increased its Essential Utilities (WTRG) stake by 60% in Q2 2026, buying an estimated $417K and bringing the position to 29,132 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #698.

HB Wealth Management first reported a position in WTRG in Q4 2021 and has held it in 18 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • HB Wealth Management held 29,132 shares of Essential Utilities worth $1.12M as of Q2 2026.
  • HB Wealth Management bought 10,928 Essential Utilities shares in Q2 2026, an estimated $417K.
  • Essential Utilities made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #698 holding.
  • HB Wealth Management first reported a position in Essential Utilities in Q4 2021 and has held it in 18 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.