IWC
WTRG icon

Integrated Wealth Concepts’s Essential Utilities WTRG Stock Holding History

Integrated Wealth Concepts’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 		$684K Buy
17,862
+4,391
+33% +$168K ﹤0.01% 1466
2026
Q1 		$542K Buy
+13,471
New +$530K ﹤0.01% 1488
2025
Q4 		– Sell
-7,220
Closed -$288K – 2047
2025
Q3 		$288K Buy
+7,220
New +$275K ﹤0.01% 1654
2025
Q2 		– Sell
-5,409
Closed -$214K – 2011
2025
Q1 		$214K Sell
5,409
-1,185
-18% -$43.5K ﹤0.01% 1589
2024
Q4 		$240K Buy
6,594
+696
+12% +$27K ﹤0.01% 1506
2024
Q3 		$227K Buy
5,898
+28
+0.5% +$1.1K ﹤0.01% 1500
2024
Q2 		$219K Sell
5,870
-25
-0.4% -$927 ﹤0.01% 1483
2024
Q1 		$218K Buy
+5,895
New +$214K ﹤0.01% 1484

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

Integrated Wealth Concepts's WTRG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Essential Utilities (WTRG) stake by 33% in Q2 2026, buying an estimated $168K and bringing the position to 17,862 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Integrated Wealth Concepts first reported a position in WTRG in Q1 2024 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Integrated Wealth Concepts held 17,862 shares of Essential Utilities worth $684K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,391 Essential Utilities shares in Q2 2026, an estimated $168K.
  • Essential Utilities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1466 holding.
  • Integrated Wealth Concepts first reported a position in Essential Utilities in Q1 2024 and has held it in 8 quarters since.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.