HFS
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Hughes Financial Services’s Essential Utilities WTRG Stock Holding History

Hughes 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
Q2 		$192 Buy
5
+2
+67% +$76 ﹤0.01% 1283
2026
Q1 		$121 Hold
3
– – ﹤0.01% 1243
2025
Q4 		$115 Buy
+3
New +$118 ﹤0.01% 1047

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

Hughes Financial Services's WTRG Position: Q2 2026 in Review

Hughes Financial Services increased its Essential Utilities (WTRG) stake by 67% in Q2 2026, buying an estimated $76 and bringing the position to 5 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Hughes Financial Services first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Hughes Financial Services held 5 shares of Essential Utilities worth $192 as of Q2 2026.
  • Hughes Financial Services bought 2 Essential Utilities shares in Q2 2026, an estimated $76.
  • Essential Utilities made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1283 holding.
  • Hughes Financial Services first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.