KWM
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Kiker Wealth Management’s Essential Utilities WTRG Stock Holding History

Kiker 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 		$716K Buy
18,685
+740
+4% +$28.3K 0.28% 58
2026
Q1 		$723K Buy
+17,945
New +$706K 0.35% 46
2025
Q3 		– Sell
-175
Closed -$6.5K – 652
2025
Q2 		$6.5K Hold
175
– – ﹤0.01% 402
2025
Q1 		$6.92K Buy
+175
New +$6.43K ﹤0.01% 415

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

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

Kiker Wealth Management increased its Essential Utilities (WTRG) stake by 4.1% in Q2 2026, buying an estimated $28.3K and bringing the position to 18,685 shares worth $716K. The position accounts for 0.28% of the portfolio, ranked #58.

Kiker Wealth Management first reported a position in WTRG in Q1 2025 and has held it in 4 quarters since. The position peaked at $723K in Q1 2026. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Kiker Wealth Management held 18,685 shares of Essential Utilities worth $716K as of Q2 2026.
  • Kiker Wealth Management bought 740 Essential Utilities shares in Q2 2026, an estimated $28.3K.
  • Essential Utilities made up 0.28% of Kiker Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Kiker Wealth Management first reported a position in Essential Utilities in Q1 2025 and has held it in 4 quarters since.
  • Kiker Wealth Management's Essential Utilities position peaked at $723K in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.