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Intentional Wealth Strategies’s Essential Utilities WTRG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-50
Closed -$2.01K – 900
2026
Q1 		$2.01K Buy
+50
New +$1.97K ﹤0.01% 659

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 $413B AUM 44.57% 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

Intentional Wealth Strategies's WTRG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 50 shares — an estimated $2.01K sold.

Intentional Wealth Strategies first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $2.01K in Q1 2026. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 50 Essential Utilities shares in Q2 2026, an estimated $2.01K.
  • Intentional Wealth Strategies first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Essential Utilities position peaked at $2.01K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.