JPL Wealth Management
WTRG icon

JPL Wealth Management’s Essential Utilities WTRG Stock Holding History

JPL Wealth Management’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 		– Sell
-120
Closed -$4.6K – 2000
2026
Q2 		$4.6K Sell
120
-25
-17% -$955 ﹤0.01% 798
2026
Q1 		$5.84K Buy
+145
New +$5.71K ﹤0.01% 651
2025
Q4 		– Sell
-145
Closed -$5.79K – 1140
2025
Q3 		$5.79K Buy
+145
New +$5.53K ﹤0.01% 642

Other funds holding WTRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

JPL Wealth Management's WTRG Position: Q3 2026 in Review

JPL Wealth Management sold out of Essential Utilities (WTRG) in Q3 2026, closing a stake of 120 shares — an estimated $4.6K sold.

JPL Wealth Management first reported a position in WTRG in Q3 2025 and held it in 3 quarters. The position peaked at $5.84K in Q1 2026. 565 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • JPL Wealth Management reported no remaining Essential Utilities position as of Q3 2026 after selling out during the quarter.
  • JPL Wealth Management sold 120 Essential Utilities shares in Q3 2026, an estimated $4.6K.
  • JPL Wealth Management first reported a position in Essential Utilities in Q3 2025 and held it in 3 quarters.
  • JPL Wealth Management's Essential Utilities position peaked at $5.84K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.