IFP 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 | $214K | Buy |
5,583
+4,018
| +257% | +$153K | ﹤0.01% | 1474 |
|
|
2026
Q1 | $63K | Sell |
1,565
-854
| -35% | -$33.6K | ﹤0.01% | 2124 |
|
|
2025
Q4 | $92.8K | Buy |
2,419
+1,328
| +122% | +$52.3K | ﹤0.01% | 1850 |
|
|
2025
Q3 | $43.5K | Buy |
1,091
+8
| +0.7% | +$305 | ﹤0.01% | 2148 |
|
|
2025
Q2 | $56.5K | Sell |
1,083
-27
| -2% | -$1.05K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $43.9K | Buy |
1,110
+6
| +0.5% | +$220 | ﹤0.01% | 1947 |
|
|
2024
Q4 | $40.1K | Buy |
1,104
+473
| +75% | +$18.4K | ﹤0.01% | 1933 |
|
|
2024
Q3 | $24.4K | Buy |
631
+96
| +18% | +$3.77K | ﹤0.01% | 2069 |
|
|
2024
Q2 | $20K | Buy |
535
+29
| +6% | +$1.08K | ﹤0.01% | 2086 |
|
|
2024
Q1 | $18.7K | Buy |
506
+84
| +20% | +$3.05K | ﹤0.01% | 1995 |
|
|
2023
Q4 | $15.7K | Buy |
422
+10
| +2% | +$349 | ﹤0.01% | 2013 |
|
|
2023
Q3 | $14.1K | Sell |
412
-451
| -52% | -$17.5K | ﹤0.01% | 2112 |
|
|
2023
Q2 | $34.4K | Buy |
863
+457
| +113% | +$19.2K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $21.1K | Sell |
406
-2,216
| -85% | -$100K | ﹤0.01% | 1997 |
|
|
2022
Q4 | $135K | Sell |
2,622
-746
| -22% | -$33.8K | ﹤0.01% | 1576 |
|
|
2022
Q3 | $173K | Buy |
3,368
+54
| +2% | +$2.62K | ﹤0.01% | 1498 |
|
|
2022
Q2 | $171K | Hold |
3,314
| – | – | 0.01% | 1366 |
|
|
2022
Q1 | $171K | Buy |
3,314
+2,852
| +617% | +$138K | 0.01% | 1366 |
|
|
2021
Q4 | $26K | Buy |
462
+37
| +9% | +$1.8K | ﹤0.01% | 1836 |
|
|
2021
Q3 | $20K | Buy |
425
+32
| +8% | +$1.55K | ﹤0.01% | 1992 |
|
|
2021
Q2 | $18K | Buy |
393
+2
| +0.5% | +$94 | ﹤0.01% | 1989 |
|
|
2021
Q1 | $18K | Sell |
391
-1,088
| -74% | -$49.1K | ﹤0.01% | 1898 |
|
|
2020
Q4 | $70K | Sell |
1,479
-22
| -1% | -$977 | ﹤0.01% | 1304 |
|
|
2020
Q3 | $61K | Sell |
1,501
-376
| -20% | -$16.2K | ﹤0.01% | 1220 |
|
|
2020
Q2 | $78K | Buy |
1,877
+18
| +1% | +$760 | 0.01% | 1021 |
|
|
2020
Q1 | $79K | Sell |
1,859
-3,540
| -66% | -$167K | 0.01% | 937 |
|
|
2019
Q4 | $252K | Sell |
5,399
-832
| -13% | -$37.5K | 0.02% | 598 |
|
|
2019
Q3 | $281K | Buy |
+6,231
| New | +$267K | 0.02% | 651 |
|
|
2019
Q1 | $51K | Sell |
1,395
-3,598
| -72% | -$127K | 0.01% | 967 |
|
|
2018
Q4 | $169K | Buy |
4,993
+93
| +2% | +$3.23K | 0.01% | 936 |
|
|
2018
Q3 | $181K | Buy |
4,900
+1,270
| +35% | +$47K | 0.01% | 1132 |
|
|
2018
Q2 | $128K | Sell |
3,630
-26
| -0.7% | -$891 | 0.01% | 1343 |
|
|
2018
Q1 | $143K | Hold |
3,656
| – | – | 0.01% | 1161 |
|
|
2017
Q4 | $143K | Sell |
3,656
-2,540
| -41% | -$92.6K | 0.01% | 1168 |
|
|
2017
Q3 | $206K | Buy |
6,196
+1,495
| +32% | +$50.1K | 0.01% | 1123 |
|
|
2017
Q2 | $157K | Buy |
4,701
+809
| +21% | +$26.5K | 0.01% | 1265 |
|
|
2017
Q1 | $125K | Buy |
3,892
+53
| +1% | +$1.63K | 0.01% | 1374 |
|
|
2016
Q4 | $115K | Sell |
3,839
-1,862
| -33% | -$55.5K | 0.01% | 1372 |
|
|
2016
Q3 | $174K | Sell |
5,701
-5,273
| -48% | -$171K | 0.01% | 1065 |
|
|
2016
Q2 | $391K | Buy |
10,974
+9,579
| +687% | +$312K | 0.02% | 648 |
|
|
2016
Q1 | $51K | Sell |
1,395
-1,181
| -46% | -$36.5K | 0.01% | 966 |
|
|
2015
Q4 | $77K | Buy |
+2,576
| New | +$74.1K | 0.01% | 1327 |
|
Other funds holding WTRG
AA
IFP Advisors's WTRG Position: Q2 2026 in Review
IFP Advisors increased its Essential Utilities (WTRG) stake by 257% in Q2 2026, buying an estimated $153K and bringing the position to 5,583 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.
IFP Advisors first reported a position in WTRG in Q4 2015 and has held it in 42 quarters since. The position peaked at $391K in Q2 2016. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- IFP Advisors held 5,583 shares of Essential Utilities worth $214K as of Q2 2026.
- IFP Advisors bought 4,018 Essential Utilities shares in Q2 2026, an estimated $153K.
- Essential Utilities made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1474 holding.
- IFP Advisors first reported a position in Essential Utilities in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Essential Utilities position peaked at $391K in Q2 2016.
- 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.