KFI
WTRG icon

Key Financial Inc’s Essential Utilities WTRG Stock Holding History

Key Financial Inc’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 		$829K Sell
21,643
-3,566
-14% -$136K 0.14% 132
2026
Q1 		$1.02M Buy
25,209
+1,407
+6% +$55.4K 0.18% 104
2025
Q4 		$913K Buy
23,802
+43
+0.2% +$1.69K 0.17% 109
2025
Q3 		$922K Buy
23,759
+41
+0.2% +$1.56K 0.17% 111
2025
Q2 		$881K Buy
23,718
+42
+0.2% +$1.64K 0.18% 109
2025
Q1 		$936K Buy
23,676
+40
+0.2% +$1.47K 0.2% 89
2024
Q4 		$858K Buy
23,636
+39
+0.2% +$1.51K 0.2% 101
2024
Q3 		$910K Buy
23,597
+40
+0.2% +$1.57K 0.2% 92
2024
Q2 		$879K Buy
23,557
+65
+0.3% +$2.41K 0.21% 85
2024
Q1 		$870K Buy
23,492
+41
+0.2% +$1.49K 0.22% 83
2023
Q4 		$876K Buy
23,451
+156
+0.7% +$5.45K 0.24% 82
2023
Q3 		$800K Buy
23,295
+2
+0% +$77 0.27% 75
2023
Q2 		$930K Buy
23,293
+429
+2% +$18K 0.31% 66
2023
Q1 		$998K Sell
22,864
-70
-0.3% -$3.16K 0.36% 54
2022
Q4 		$949K Hold
22,934
– – 0.45% 46
2022
Q3 		$949K Buy
22,934
+103
+0.5% +$4.99K 0.45% 46
2022
Q2 		$1.08M Buy
22,831
+4,409
+24% +$205K 0.59% 31
2022
Q1 		$942K Buy
18,422
+4,103
+29% +$198K 0.47% 38
2021
Q4 		$769K Hold
14,319
– – 0.39% 51
2021
Q3 		$660K Hold
14,319
– – 0.37% 51
2021
Q2 		$703K Sell
14,319
-122
-0.8% -$5.72K 0.39% 50
2021
Q1 		$646K Buy
14,441
+122
+0.9% +$5.51K 0.43% 46
2020
Q4 		$677K Hold
14,319
– – 0.5% 39
2020
Q3 		$576K Sell
14,319
-1,250
-8% -$53.7K 0.59% 39
2020
Q2 		$649K Hold
15,569
– – 0.74% 32
2020
Q1 		$670K Buy
+15,569
New +$735K 0.69% 25

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

Key Financial Inc's WTRG Position: Q2 2026 in Review

Key Financial Inc reduced its Essential Utilities (WTRG) stake by 14% in Q2 2026, selling an estimated $136K and leaving 21,643 shares worth $829K. The position accounts for 0.14% of the portfolio, ranked #132.

Key Financial Inc first reported a position in WTRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.08M in Q2 2022. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Key Financial Inc held 21,643 shares of Essential Utilities worth $829K as of Q2 2026.
  • Key Financial Inc sold 3,566 Essential Utilities shares in Q2 2026, an estimated $136K.
  • Essential Utilities made up 0.14% of Key Financial Inc's portfolio in Q2 2026, its #132 holding.
  • Key Financial Inc first reported a position in Essential Utilities in Q1 2020 and has held it in 26 quarters since.
  • Key Financial Inc's Essential Utilities position peaked at $1.08M in Q2 2022.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.