JFS Wealth Advisors’s Essential Utilities WTRG Stock Holding History

JFS Wealth Advisors’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	$15.6K	Buy	406 +10	+3%	+$382	﹤0.01%	838
2026 Q1	$15.9K	Sell	396 -49	-11%	-$1.93K	﹤0.01%	799
2025 Q4	$17.1K	Buy	445 +54	+14%	+$2.13K	﹤0.01%	797
2025 Q3	$15.6K	Sell	391 -13	-3%	-$496	﹤0.01%	755
2025 Q2	$15K	Sell	404 -68	-14%	-$2.65K	﹤0.01%	732
2025 Q1	$18.7K	Buy	472 +25	+6%	+$918	﹤0.01%	677
2024 Q4	$16.2K	Buy	447 +2	+0.4%	+$78	﹤0.01%	698
2024 Q3	$17.2K	Buy	445 +22	+5%	+$865	﹤0.01%	674
2024 Q2	$15.8K	Buy	423 +17	+4%	+$631	﹤0.01%	657
2024 Q1	$15K	Buy	406 +43	+12%	+$1.56K	﹤0.01%	693
2023 Q4	$13.6K	Buy	363 +6	+2%	+$209	﹤0.01%	689
2023 Q3	$12.3K	Sell	357 -81	-18%	-$3.14K	﹤0.01%	660
2023 Q2	$17.5K	Buy	438 +23	+6%	+$965	﹤0.01%	576
2023 Q1	$18.1K	Sell	415 -54	-12%	-$2.44K	﹤0.01%	560
2022 Q4	$22.4K	Buy	469 +6	+1%	+$272	﹤0.01%	511
2022 Q3	$19K	Buy	463 +71	+18%	+$3.44K	﹤0.01%	586
2022 Q2	$18K	Sell	392 -38	-9%	-$1.76K	﹤0.01%	613
2022 Q1	$22K	Buy	430 +61	+17%	+$2.94K	﹤0.01%	584
2021 Q4	$20K	Buy	369 +49	+15%	+$2.38K	﹤0.01%	567
2021 Q3	$15K	Hold	320	–	–	﹤0.01%	589
2021 Q2	$15K	Hold	320	–	–	﹤0.01%	406
2021 Q1	$14K	Hold	320	–	–	﹤0.01%	387
2020 Q4	$15K	Hold	320	–	–	﹤0.01%	372
2020 Q3	$13K	Hold	320	–	–	﹤0.01%	374
2020 Q2	$14K	Hold	320	–	–	﹤0.01%	352
2020 Q1	$13K	Hold	320	–	–	﹤0.01%	324
2019 Q4	$15K	Hold	320	–	–	﹤0.01%	347
2019 Q3	$14K	Hold	320	–	–	﹤0.01%	344
2019 Q2	$13K	Hold	320	–	–	﹤0.01%	347
2019 Q1	$12K	Hold	320	–	–	﹤0.01%	348
2018 Q4	$11K	Hold	320	–	–	﹤0.01%	344
2018 Q3	$12K	Hold	320	–	–	﹤0.01%	392
2018 Q2	$11K	Hold	320	–	–	﹤0.01%	359
2018 Q1	$11K	Hold	320	–	–	﹤0.01%	366
2017 Q4	$13K	Hold	320	–	–	﹤0.01%	367
2017 Q3	$11K	Hold	320	–	–	﹤0.01%	362
2017 Q2	$11K	Sell	320 -1,000	-76%	-$32.8K	﹤0.01%	340
2017 Q1	$40K	Hold	1,320	–	–	0.01%	244
2016 Q4	$40K	Sell	1,320 -4,642	-78%	-$138K	0.01%	244
2016 Q3	$182K	Buy	5,962 +4,870	+446%	+$158K	0.05%	133
2016 Q2	$39K	Hold	1,092	–	–	0.01%	280
2016 Q1	$35K	Buy	1,092 +772	+241%	+$23.9K	0.01%	271
2015 Q4	$10K	Buy	+320	New	+$9.21K	﹤0.01%	395

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

JFS Wealth Advisors's WTRG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Essential Utilities (WTRG) stake by 2.5% in Q2 2026, buying an estimated $382 and bringing the position to 406 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

JFS Wealth Advisors first reported a position in WTRG in Q4 2015 and has held it in 43 quarters since. The position peaked at $182K in Q3 2016. 696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

JFS Wealth Advisors held 406 shares of Essential Utilities worth $15.6K as of Q2 2026.
JFS Wealth Advisors bought 10 Essential Utilities shares in Q2 2026, an estimated $382.
Essential Utilities made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #838 holding.
JFS Wealth Advisors first reported a position in Essential Utilities in Q4 2015 and has held it in 43 quarters since.
JFS Wealth Advisors's Essential Utilities position peaked at $182K in Q3 2016.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.