Independent Advisor Alliance’s Essential Utilities WTRG Stock Holding History

Independent Advisor Alliance’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	$420K	Buy	10,956 +67	+0.6%	+$2.56K	0.01%	731
2026 Q1	$438K	Buy	10,889 +96	+0.9%	+$3.78K	﹤0.01%	1168
2025 Q4	$414K	Sell	10,793 -176	-2%	-$6.92K	0.01%	701
2025 Q3	$438K	Sell	10,969 -813	-7%	-$31K	0.01%	664
2025 Q2	$438K	Buy	11,782 +980	+9%	+$38.2K	0.01%	620
2025 Q1	$427K	Buy	10,802 +107	+1%	+$3.93K	0.01%	567
2024 Q4	$388K	Buy	+10,695	New	+$415K	0.01%	1037
2020 Q1	–	Sell	-4,359	Closed	-$205K	–	873
2019 Q4	$205K	Buy	+4,359	New	+$196K	0.01%	815

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Independent Advisor Alliance's WTRG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Essential Utilities (WTRG) stake by 0.62% in Q2 2026, buying an estimated $2.56K and bringing the position to 10,956 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #731.

Independent Advisor Alliance first reported a position in WTRG in Q4 2019 and has held it in 8 quarters since. The position peaked at $438K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Independent Advisor Alliance held 10,956 shares of Essential Utilities worth $420K as of Q2 2026.
Independent Advisor Alliance bought 67 Essential Utilities shares in Q2 2026, an estimated $2.56K.
Essential Utilities made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #731 holding.
Independent Advisor Alliance first reported a position in Essential Utilities in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's Essential Utilities position peaked at $438K in Q1 2026.
697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.