Investors Research Corp’s Essential Utilities WTRG Stock Holding History

Investors Research Corp’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 Q3	$1.28M	Sell	32,558 -1,209	-4%	-$48.5K	0.22%	65
2026 Q2	$1.29M	Sell	33,767 -883	-3%	-$33.7K	0.23%	71
2026 Q1	$1.4M	Hold	34,650	–	–	0.27%	63
2025 Q4	$1.33M	Sell	34,650 -700	-2%	-$27.5K	0.24%	74
2025 Q3	$1.41M	Hold	35,350	–	–	0.26%	67
2025 Q2	$1.31M	Hold	35,350	–	–	0.26%	72
2025 Q1	$1.4M	Buy	+35,350	New	+$1.3M	0.3%	60

Other funds holding WTRG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PBK

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Investors Research Corp's WTRG Position: Q3 2026 in Review

Investors Research Corp reduced its Essential Utilities (WTRG) stake by 3.6% in Q3 2026, selling an estimated $48.5K and leaving 32,558 shares worth $1.28M. The position accounts for 0.22% of the portfolio, ranked #65.

Investors Research Corp first reported a position in WTRG in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Investors Research Corp held 32,558 shares of Essential Utilities worth $1.28M as of Q3 2026.
Investors Research Corp sold 1,209 Essential Utilities shares in Q3 2026, an estimated $48.5K.
Essential Utilities made up 0.22% of Investors Research Corp's portfolio in Q3 2026, its #65 holding.
Investors Research Corp first reported a position in Essential Utilities in Q1 2025 and has held it in 7 quarters since.
Investors Research Corp's Essential Utilities position peaked at $1.41M in Q3 2025.
30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.