James T. Borello
WTRG icon

James T. Borello’s Essential Utilities WTRG Stock Holding History

James T. Borello’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 		$11.8K Hold
300
– – ﹤0.01% 559
2026
Q2 		$11.5K Sell
300
-58
-16% -$2.22K ﹤0.01% 556
2026
Q1 		$14.4K Buy
358
+23
+7% +$905 ﹤0.01% 455
2025
Q4 		$12.9K Buy
335
+7
+2% +$275 ﹤0.01% 353
2025
Q3 		$13.1K Buy
328
+28
+9% +$1.07K ﹤0.01% 273
2025
Q2 		$11.1K Hold
300
– – ﹤0.01% 205
2025
Q1 		$11.9K Hold
300
– – ﹤0.01% 167
2024
Q4 		$10.9K Hold
300
– – ﹤0.01% 143
2024
Q3 		$11.6K Hold
300
– – ﹤0.01% 130
2024
Q2 		$11.2K Hold
300
– – 0.01% 120
2024
Q1 		$11.1K Hold
300
– – 0.01% 118
2023
Q4 		$11.2K Buy
+300
New +$10.5K 0.01% 99

Other funds holding WTRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

James T. Borello's WTRG Position: Q3 2026 in Review

James T. Borello held its Essential Utilities (WTRG) position steady in Q3 2026 at 300 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

James T. Borello first reported a position in WTRG in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.4K in Q1 2026. 226 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • James T. Borello held 300 shares of Essential Utilities worth $11.8K as of Q3 2026.
  • James T. Borello left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #559 holding.
  • James T. Borello first reported a position in Essential Utilities in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello's Essential Utilities position peaked at $14.4K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.