HHM Wealth Advisors’s Essential Utilities WTRG Stock Holding History

HHM Wealth 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	$21.5K	Hold	561	–	–	﹤0.01%	521
2026 Q1	$22.6K	Hold	561	–	–	﹤0.01%	487
2025 Q4	$21.5K	Hold	561	–	–	﹤0.01%	489
2025 Q3	$22.4K	Hold	561	–	–	﹤0.01%	495
2025 Q2	$20.8K	Hold	561	–	–	﹤0.01%	500
2025 Q1	$22.2K	Hold	561	–	–	﹤0.01%	485
2024 Q4	$20.4K	Hold	561	–	–	﹤0.01%	496
2024 Q3	$21.6K	Hold	561	–	–	﹤0.01%	450
2024 Q2	$20.9K	Hold	561	–	–	﹤0.01%	443
2024 Q1	$20.8K	Hold	561	–	–	﹤0.01%	406
2023 Q4	$21K	Hold	561	–	–	﹤0.01%	403
2023 Q3	$19.3K	Hold	561	–	–	﹤0.01%	407
2023 Q2	$22.4K	Hold	561	–	–	﹤0.01%	404
2023 Q1	$24.5K	Hold	561	–	–	0.01%	389
2022 Q4	$26.8K	Hold	561	–	–	0.01%	327
2022 Q3	$23K	Hold	561	–	–	0.01%	335
2022 Q2	$26K	Hold	561	–	–	0.01%	389
2022 Q1	$29K	Hold	561	–	–	0.01%	386
2021 Q4	$30K	Hold	561	–	–	0.01%	374
2021 Q3	$26K	Hold	561	–	–	0.01%	382
2021 Q2	$26K	Hold	561	–	–	0.01%	371
2021 Q1	$25K	Hold	561	–	–	0.01%	352
2020 Q4	$27K	Hold	561	–	–	0.01%	326
2020 Q3	$23K	Hold	561	–	–	0.01%	302
2020 Q2	$24K	Hold	561	–	–	0.01%	293
2020 Q1	$23K	Buy	+561	New	+$26.5K	0.01%	287

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

HHM Wealth Advisors's WTRG Position: Q2 2026 in Review

HHM Wealth Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 561 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

HHM Wealth Advisors first reported a position in WTRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $30K in Q4 2021. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

HHM Wealth Advisors held 561 shares of Essential Utilities worth $21.5K as of Q2 2026.
HHM Wealth Advisors left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #521 holding.
HHM Wealth Advisors first reported a position in Essential Utilities in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Essential Utilities position peaked at $30K in Q4 2021.
702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.