Institute for Wealth Management’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 | $382K | Hold |
9,972
| – | – | 0.03% | 380 |
|
|
2026
Q1 | $402K | Sell |
9,972
-90
| -0.9% | -$3.54K | 0.04% | 362 |
|
|
2025
Q4 | $386K | Hold |
10,062
| – | – | 0.04% | 367 |
|
|
2025
Q3 | $401K | Hold |
10,062
| – | – | 0.04% | 376 |
|
|
2025
Q2 | $374K | Sell |
10,062
-550
| -5% | -$21.4K | 0.04% | 380 |
|
|
2025
Q1 | $419K | Sell |
10,612
-89
| -0.8% | -$3.27K | 0.05% | 330 |
|
|
2024
Q4 | $389K | Sell |
10,701
-175
| -2% | -$6.79K | 0.05% | 340 |
|
|
2024
Q3 | $419K | Sell |
10,876
-5
| -0% | -$197 | 0.05% | 334 |
|
|
2024
Q2 | $406K | Hold |
10,881
| – | – | 0.05% | 325 |
|
|
2024
Q1 | $403K | Buy |
10,881
+51
| +0.5% | +$1.85K | 0.05% | 327 |
|
|
2023
Q4 | $404K | Sell |
10,830
-345
| -3% | -$12K | 0.07% | 305 |
|
|
2023
Q3 | $384K | Sell |
11,175
-115
| -1% | -$4.46K | 0.07% | 300 |
|
|
2023
Q2 | $451K | Hold |
11,290
| – | – | 0.08% | 284 |
|
|
2023
Q1 | $493K | Sell |
11,290
-650
| -5% | -$29.3K | 0.09% | 265 |
|
|
2022
Q4 | $570K | Sell |
11,940
-400
| -3% | -$18.1K | 0.12% | 237 |
|
|
2022
Q3 | $511K | Hold |
12,340
| – | – | 0.11% | 230 |
|
|
2022
Q2 | $566K | Hold |
12,340
| – | – | 0.11% | 245 |
|
|
2022
Q1 | $631K | Hold |
12,340
| – | – | 0.1% | 242 |
|
|
2021
Q4 | $663K | Sell |
12,340
-200
| -2% | -$9.71K | 0.11% | 231 |
|
|
2021
Q3 | $578K | Hold |
12,540
| – | – | 0.1% | 244 |
|
|
2021
Q2 | $573K | Hold |
12,540
| – | – | 0.1% | 243 |
|
|
2021
Q1 | $561K | Hold |
12,540
| – | – | 0.11% | 243 |
|
|
2020
Q4 | $593K | Hold |
12,540
| – | – | 0.12% | 210 |
|
|
2020
Q3 | $505K | Buy |
12,540
+300
| +2% | +$12.9K | 0.12% | 225 |
|
|
2020
Q2 | $517K | Buy |
12,240
+100
| +0.8% | +$4.22K | 0.13% | 224 |
|
|
2020
Q1 | $494K | Hold |
12,140
| – | – | 0.15% | 186 |
|
|
2019
Q4 | $570K | Hold |
12,140
| – | – | 0.13% | 225 |
|
|
2019
Q3 | $544K | Hold |
12,140
| – | – | 0.14% | 219 |
|
|
2019
Q2 | $502K | Sell |
12,140
-1,000
| -8% | -$38.9K | 0.11% | 253 |
|
|
2019
Q1 | $479K | Hold |
13,140
| – | – | 0.1% | 249 |
|
|
2018
Q4 | $449K | Hold |
13,140
| – | – | 0.18% | 158 |
|
|
2018
Q3 | $474K | Hold |
13,140
| – | – | 0.16% | 166 |
|
|
2018
Q2 | $462K | Sell |
13,140
-97
| -0.7% | -$3.32K | 0.15% | 173 |
|
|
2018
Q1 | $464K | Hold |
13,237
| – | – | 0.14% | 205 |
|
|
2017
Q4 | $520K | Sell |
13,237
-199
| -1% | -$7.26K | 0.12% | 219 |
|
|
2017
Q3 | $446K | Hold |
13,436
| – | – | 0.15% | 191 |
|
|
2017
Q2 | $447K | Buy |
+13,436
| New | +$440K | 0.12% | 244 |
|
Other funds holding WTRG
Institute for Wealth Management's WTRG Position: Q2 2026 in Review
Institute for Wealth Management held its Essential Utilities (WTRG) position steady in Q2 2026 at 9,972 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #380.
Institute for Wealth Management first reported a position in WTRG in Q2 2017 and has held it in 37 quarters since. The position peaked at $663K in Q4 2021. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- Institute for Wealth Management held 9,972 shares of Essential Utilities worth $382K as of Q2 2026.
- Institute for Wealth Management left its Essential Utilities share count unchanged in Q2 2026.
- Essential Utilities made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #380 holding.
- Institute for Wealth Management first reported a position in Essential Utilities in Q2 2017 and has held it in 37 quarters since.
- Institute for Wealth Management's Essential Utilities position peaked at $663K in Q4 2021.
- 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.