IA
WTRG icon

Inspire Advisors’s Essential Utilities WTRG Stock Holding History

Inspire Advisors’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 		$3.36M Buy
88,020
+14,312
+19% +$546K 0.23% 54
2026
Q1 		$2.97M Buy
73,708
+18,133
+33% +$714K 0.24% 57
2025
Q4 		$2.13M Buy
55,575
+27,741
+100% +$1.09M 0.2% 89
2025
Q3 		$1.11M Buy
27,834
+10,404
+60% +$397K 0.11% 146
2025
Q2 		$647K Buy
+17,430
New +$679K 0.07% 241
2021
Q1 		– Sell
-223
Closed -$11K – 739
2020
Q4 		$11K Buy
+223
New +$9.91K ﹤0.01% 514

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 $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

Inspire Advisors's WTRG Position: Q2 2026 in Review

Inspire Advisors increased its Essential Utilities (WTRG) stake by 19% in Q2 2026, buying an estimated $546K and bringing the position to 88,020 shares worth $3.36M. The position accounts for 0.23% of the portfolio, ranked #54.

Inspire Advisors first reported a position in WTRG in Q4 2020 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Inspire Advisors held 88,020 shares of Essential Utilities worth $3.36M as of Q2 2026.
  • Inspire Advisors bought 14,312 Essential Utilities shares in Q2 2026, an estimated $546K.
  • Essential Utilities made up 0.23% of Inspire Advisors's portfolio in Q2 2026, its #54 holding.
  • Inspire Advisors first reported a position in Essential Utilities in Q4 2020 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.