JMBA
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J. M. Brown & Associates’s Essential Utilities WTRG Stock Holding History

J. M. Brown & Associates’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 		$212K Buy
+5,539
New +$211K 0.12% 158

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

J. M. Brown & Associates's WTRG Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Essential Utilities (WTRG) in Q2 2026: 5,539 shares worth $212K. The stake represents 0.12% of the portfolio and ranks #158 among its holdings.

660 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • J. M. Brown & Associates held 5,539 shares of Essential Utilities worth $212K as of Q2 2026.
  • Essential Utilities was a new J. M. Brown & Associates position in Q2 2026.
  • Essential Utilities made up 0.12% of J. M. Brown & Associates's portfolio in Q2 2026, its #158 holding.
  • 660 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.