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Intrua Financial’s Essential Utilities WTRG Stock Holding History

Intrua Financial’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
-6,058
Closed -$244K – 522
2026
Q1 		$244K Sell
6,058
-573
-9% -$22.6K 0.03% 407
2025
Q4 		$254K Sell
6,631
-348
-5% -$13.7K 0.03% 402
2025
Q3 		$278K Sell
6,979
-1,303
-16% -$49.7K 0.03% 369
2025
Q2 		$308K Sell
8,282
-2,372
-22% -$92.4K 0.04% 286
2025
Q1 		$421K Buy
+10,654
New +$391K 0.06% 229

Other funds holding WTRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Intrua Financial's WTRG Position: Q2 2026 in Review

Intrua Financial sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 6,058 shares — an estimated $244K sold.

Intrua Financial first reported a position in WTRG in Q1 2025 and held it in 5 quarters. The position peaked at $421K in Q1 2025. 285 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Intrua Financial reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 6,058 Essential Utilities shares in Q2 2026, an estimated $244K.
  • Intrua Financial first reported a position in Essential Utilities in Q1 2025 and held it in 5 quarters.
  • Intrua Financial's Essential Utilities position peaked at $421K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.