HighTower Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.53M | Sell |
92,130
-7,686
| -8% | -$293K | ﹤0.01% | 1432 |
|
|
2026
Q1 | $4.02M | Sell |
99,816
-2,435
| -2% | -$95.8K | ﹤0.01% | 1309 |
|
|
2025
Q4 | $3.92M | Buy |
102,251
+1,531
| +2% | +$60.2K | ﹤0.01% | 1295 |
|
|
2025
Q3 | $4.02M | Buy |
100,720
+4,742
| +5% | +$181K | ﹤0.01% | 1240 |
|
|
2025
Q2 | $3.56M | Sell |
95,978
-3,836
| -4% | -$149K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $3.95M | Sell |
99,814
-1,759
| -2% | -$64.6K | 0.01% | 1155 |
|
|
2024
Q4 | $3.69M | Buy |
101,573
+3,859
| +4% | +$150K | 0.01% | 1189 |
|
|
2024
Q3 | $3.78M | Buy |
97,714
+3,501
| +4% | +$138K | 0.01% | 1163 |
|
|
2024
Q2 | $3.52M | Buy |
94,213
+27,448
| +41% | +$1.02M | 0.01% | 1153 |
|
|
2024
Q1 | $2.48M | Sell |
66,765
-5,764
| -8% | -$209K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $2.71M | Sell |
72,529
-4,585
| -6% | -$160K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $2.63M | Buy |
77,114
+16,496
| +27% | +$639K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $2.42M | Sell |
60,618
-1,257
| -2% | -$52.7K | ﹤0.01% | 1241 |
|
|
2023
Q1 | $2.7M | Sell |
61,875
-1,515
| -2% | -$68.3K | 0.01% | 1125 |
|
|
2022
Q4 | $3.03M | Sell |
63,390
-5,134
| -7% | -$232K | 0.01% | 1061 |
|
|
2022
Q3 | $2.83M | Buy |
68,524
+11,956
| +21% | +$579K | 0.01% | 1043 |
|
|
2022
Q2 | $2.6M | Buy |
56,568
+1,878
| +3% | +$87.2K | 0.01% | 1114 |
|
|
2022
Q1 | $2.79M | Sell |
54,690
-1,524
| -3% | -$73.5K | 0.01% | 1187 |
|
|
2021
Q4 | $3.02M | Sell |
56,214
-624
| -1% | -$30.3K | 0.01% | 1142 |
|
|
2021
Q3 | $2.62M | Buy |
56,838
+1,990
| +4% | +$96.4K | 0.01% | 1115 |
|
|
2021
Q2 | $2.51M | Sell |
54,848
-37,253
| -40% | -$1.75M | 0.01% | 1111 |
|
|
2021
Q1 | $4.13M | Buy |
92,101
+43,092
| +88% | +$1.95M | 0.01% | 816 |
|
|
2020
Q4 | $2.32M | Buy |
49,009
+5,615
| +13% | +$249K | 0.01% | 842 |
|
|
2020
Q3 | $1.75M | Buy |
43,394
+2,753
| +7% | +$118K | 0.01% | 941 |
|
|
2020
Q2 | $1.71M | Sell |
40,641
-503
| -1% | -$21.2K | 0.01% | 873 |
|
|
2020
Q1 | $1.67M | Buy |
41,144
+1,513
| +4% | +$71.4K | 0.01% | 809 |
|
|
2019
Q4 | $1.86M | Sell |
39,631
-335
| -0.8% | -$15.1K | 0.01% | 877 |
|
|
2019
Q3 | $1.79M | Sell |
39,966
-1,751
| -4% | -$75.2K | 0.01% | 924 |
|
|
2019
Q2 | $1.72M | Buy |
41,717
+3,754
| +10% | +$146K | 0.01% | 960 |
|
|
2019
Q1 | $1.39M | Buy |
37,963
+325
| +0.9% | +$11.5K | 0.01% | 999 |
|
|
2018
Q4 | $1.29M | Sell |
37,638
-461
| -1% | -$16K | 0.01% | 934 |
|
|
2018
Q3 | $1.41M | Buy |
38,099
+2,276
| +6% | +$84.2K | 0.01% | 977 |
|
|
2018
Q2 | $1.26M | Sell |
35,823
-208
| -0.6% | -$7.13K | 0.01% | 1020 |
|
|
2018
Q1 | $1.23M | Sell |
36,031
-1,633
| -4% | -$56.9K | 0.01% | 996 |
|
|
2017
Q4 | $1.48M | Sell |
37,664
-3,132
| -8% | -$114K | 0.01% | 928 |
|
|
2017
Q3 | $1.35M | Buy |
40,796
+205
| +0.5% | +$6.87K | 0.01% | 965 |
|
|
2017
Q2 | $1.35M | Buy |
40,591
+1,980
| +5% | +$64.9K | 0.01% | 946 |
|
|
2017
Q1 | $1.24M | Buy |
38,611
+2,140
| +6% | +$65.7K | 0.01% | 940 |
|
|
2016
Q4 | $1.1M | Buy |
36,471
+3,298
| +10% | +$98.4K | 0.01% | 937 |
|
|
2016
Q3 | $1.01M | Sell |
33,173
-1,991
| -6% | -$64.6K | 0.01% | 910 |
|
|
2016
Q2 | $1.26M | Sell |
35,164
-1,635
| -4% | -$53.2K | 0.02% | 779 |
|
|
2016
Q1 | $1.17M | Buy |
36,799
+806
| +2% | +$24.9K | ﹤0.01% | 951 |
|
|
2015
Q4 | $1.07M | Buy |
35,993
+4,943
| +16% | +$142K | 0.01% | 931 |
|
|
2015
Q3 | $823K | Buy |
+31,050
| New | +$795K | 0.01% | 971 |
|
|
2015
Q2 | – | Sell |
-28,097
| Closed | -$740K | – | 1732 |
|
|
2015
Q1 | $740K | Buy |
28,097
+416
| +2% | +$11.1K | 0.01% | 928 |
|
|
2014
Q4 | $739K | Sell |
27,681
-64
| -0.2% | -$1.65K | 0.01% | 913 |
|
|
2014
Q3 | $653K | Buy |
27,745
+5,685
| +26% | +$139K | 0.01% | 929 |
|
|
2014
Q2 | $578K | Buy |
22,060
+2,252
| +11% | +$56.6K | 0.01% | 1007 |
|
|
2014
Q1 | $497K | Buy |
19,808
+472
| +2% | +$11.4K | 0.01% | 986 |
|
|
2013
Q4 | $456K | Buy |
19,336
+4,221
| +28% | +$103K | 0.01% | 1000 |
|
|
2013
Q3 | $374K | Buy |
15,115
+216
| +1% | +$5.51K | 0.01% | 952 |
|
|
2013
Q2 | $373K | Buy |
+14,899
| New | +$378K | 0.01% | 905 |
|
Other funds holding WTRG
AA
HighTower Advisors's WTRG Position: Q2 2026 in Review
HighTower Advisors reduced its Essential Utilities (WTRG) stake by 7.7% in Q2 2026, selling an estimated $293K and leaving 92,130 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1432.
HighTower Advisors first reported a position in WTRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.13M in Q1 2021. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- HighTower Advisors held 92,130 shares of Essential Utilities worth $3.53M as of Q2 2026.
- HighTower Advisors sold 7,686 Essential Utilities shares in Q2 2026, an estimated $293K.
- Essential Utilities made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1432 holding.
- HighTower Advisors first reported a position in Essential Utilities in Q2 2013 and has held it in 52 quarters since.
- HighTower Advisors's Essential Utilities position peaked at $4.13M in Q1 2021.
- 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.