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Highland Investment Advisors LLC’s Essential Utilities WTRG Stock Holding History

Highland Investment Advisors LLC’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 		$880 Buy
+23
New +$878 ﹤0.01% 551

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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 $413B AUM 44.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Highland Investment Advisors LLC's WTRG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Essential Utilities (WTRG) in Q2 2026: 23 shares worth $880. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

555 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Highland Investment Advisors LLC held 23 shares of Essential Utilities worth $880 as of Q2 2026.
  • Essential Utilities was a new Highland Investment Advisors LLC position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #551 holding.
  • 555 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

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