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HFM Investment Advisors’s Essential Utilities WTRG Stock Holding History

HFM Investment Advisors’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 		$843 Buy
22
+10
+83% +$382 ﹤0.01% 798
2026
Q1 		$483 Hold
12
– – ﹤0.01% 694
2025
Q4 		$461 Hold
12
– – ﹤0.01% 741
2025
Q3 		$479 Hold
12
– – ﹤0.01% 675
2025
Q2 		$446 Buy
12
+6
+100% +$234 ﹤0.01% 692
2025
Q1 		$238 Buy
+6
New +$220 ﹤0.01% 562

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

HFM Investment Advisors's WTRG Position: Q2 2026 in Review

HFM Investment Advisors increased its Essential Utilities (WTRG) stake by 83% in Q2 2026, buying an estimated $382 and bringing the position to 22 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #798.

HFM Investment Advisors first reported a position in WTRG in Q1 2025 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • HFM Investment Advisors held 22 shares of Essential Utilities worth $843 as of Q2 2026.
  • HFM Investment Advisors bought 10 Essential Utilities shares in Q2 2026, an estimated $382.
  • Essential Utilities made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #798 holding.
  • HFM Investment Advisors first reported a position in Essential Utilities in Q1 2025 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.