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IFG Advisory’s Essential Utilities WTRG Stock Holding History

IFG Advisory’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 		$2.41K Buy
+63
New +$2.4K ﹤0.01% 2092

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

IFG Advisory's WTRG Position: Q2 2026 in Review

IFG Advisory opened a new position in Essential Utilities (WTRG) in Q2 2026: 63 shares worth $2.41K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings.

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

  • IFG Advisory held 63 shares of Essential Utilities worth $2.41K as of Q2 2026.
  • Essential Utilities was a new IFG Advisory position in Q2 2026.
  • Essential Utilities made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2092 holding.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.