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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
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 $6.73T 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 $416B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

JPL Wealth Management's WTRG Position: Q2 2026 in Review

JPL Wealth Management reduced its Essential Utilities (WTRG) stake by 17% in Q2 2026, selling an estimated $955 and leaving 120 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

JPL Wealth Management first reported a position in WTRG in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.84K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • JPL Wealth Management held 120 shares of Essential Utilities worth $4.6K as of Q2 2026.
  • JPL Wealth Management sold 25 Essential Utilities shares in Q2 2026, an estimated $955.
  • Essential Utilities made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #798 holding.
  • JPL Wealth Management first reported a position in Essential Utilities in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Essential Utilities position peaked at $5.84K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.