Jackson Grant Investment Advisers’s Essential Utilities WTRG Stock Holding History

Jackson Grant Investment Advisers’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	$64.9K	Hold	1,695	–	–	0.02%	182
2026 Q1	$68.3K	Hold	1,695	–	–	0.02%	185
2025 Q4	$65K	Hold	1,695	–	–	0.02%	185
2025 Q3	$67.6K	Hold	1,695	–	–	0.02%	182
2025 Q2	$63K	Hold	1,695	–	–	0.02%	167
2025 Q1	$67K	Hold	1,695	–	–	0.03%	159
2024 Q4	$61.6K	Hold	1,695	–	–	0.02%	168
2024 Q3	$65.4K	Hold	1,695	–	–	0.02%	166
2024 Q2	$63.3K	Hold	1,695	–	–	0.03%	164
2024 Q1	$62.8K	Hold	1,695	–	–	0.03%	161
2023 Q4	$63.3K	Hold	1,695	–	–	0.03%	159
2023 Q3	$58.2K	Hold	1,695	–	–	0.03%	156
2023 Q2	$67.6K	Hold	1,695	–	–	0.03%	155
2023 Q1	$74K	Hold	1,695	–	–	0.03%	161
2022 Q4	$80.9K	Hold	1,695	–	–	0.04%	147
2022 Q3	$70K	Hold	1,695	–	–	0.04%	149
2022 Q2	$78K	Hold	1,695	–	–	0.04%	146
2022 Q1	$87K	Hold	1,695	–	–	0.04%	155
2021 Q4	$91K	Hold	1,695	–	–	0.05%	129
2021 Q3	$78K	Hold	1,695	–	–	0.03%	168
2021 Q2	$77K	Hold	1,695	–	–	0.03%	163
2021 Q1	$76K	Hold	1,695	–	–	0.04%	166
2020 Q4	$80K	Hold	1,695	–	–	0.04%	147
2020 Q3	$68K	Hold	1,695	–	–	0.04%	131
2020 Q2	$72K	Hold	1,695	–	–	0.05%	126
2020 Q1	$69K	Buy	+1,695	New	+$80K	0.05%	124
2019 Q4	–	Sell	-1,678	Closed	-$75K	–	225
2019 Q3	$75K	Buy	1,678 +9	+0.5%	+$386	0.04%	132
2019 Q2	$69K	Buy	1,669 +9	+0.5%	+$350	0.04%	133
2019 Q1	$60K	Buy	1,660 +10	+0.6%	+$352	0.04%	137
2018 Q4	$56K	Buy	1,650 +11	+0.7%	+$381	0.04%	138
2018 Q3	$60K	Buy	1,639 +9	+0.6%	+$333	0.04%	138
2018 Q2	$57K	Buy	1,630 +10	+0.6%	+$343	0.04%	142
2018 Q1	$55K	Buy	1,620 +9	+0.6%	+$313	0.04%	139
2017 Q4	$63K	Buy	+1,611	New	+$58.8K	0.04%	134

Other funds holding WTRG

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

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Jackson Grant Investment Advisers's WTRG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Essential Utilities (WTRG) position steady in Q2 2026 at 1,695 shares worth $64.9K. The position accounts for 0.02% of the portfolio, ranked #182.

Jackson Grant Investment Advisers first reported a position in WTRG in Q4 2017 and has held it in 34 quarters since. The position peaked at $91K in Q4 2021. 256 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Jackson Grant Investment Advisers held 1,695 shares of Essential Utilities worth $64.9K as of Q2 2026.
Jackson Grant Investment Advisers left its Essential Utilities share count unchanged in Q2 2026.
Essential Utilities made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #182 holding.
Jackson Grant Investment Advisers first reported a position in Essential Utilities in Q4 2017 and has held it in 34 quarters since.
Jackson Grant Investment Advisers's Essential Utilities position peaked at $91K in Q4 2021.
256 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.