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Keating Financial Advisory Services’s Essential Utilities WTRG Stock Holding History

Keating Financial Advisory Services’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 		$7.01K Hold
183
– – ﹤0.01% 1394
2026
Q1 		$7.37K Buy
183
+74
+68% +$2.91K ﹤0.01% 1246
2025
Q4 		$4.18K Buy
+109
New +$4.29K ﹤0.01% 1341

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

Keating Financial Advisory Services's WTRG Position: Q2 2026 in Review

Keating Financial Advisory Services held its Essential Utilities (WTRG) position steady in Q2 2026 at 183 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Keating Financial Advisory Services first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.37K in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Keating Financial Advisory Services held 183 shares of Essential Utilities worth $7.01K as of Q2 2026.
  • Keating Financial Advisory Services left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1394 holding.
  • Keating Financial Advisory Services first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Essential Utilities position peaked at $7.37K in Q1 2026.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.