KFG
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Kingdom Financial Group’s Essential Utilities WTRG Stock Holding History

Kingdom Financial Group’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 		$935K Buy
24,402
+1,265
+5% +$48.3K 0.24% 43
2026
Q1 		$932K Sell
23,137
-132
-0.6% -$5.2K 0.27% 39
2025
Q4 		$893K Buy
+23,269
New +$916K 0.28% 35

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

Kingdom Financial Group's WTRG Position: Q2 2026 in Review

Kingdom Financial Group increased its Essential Utilities (WTRG) stake by 5.5% in Q2 2026, buying an estimated $48.3K and bringing the position to 24,402 shares worth $935K. The position accounts for 0.24% of the portfolio, ranked #43.

Kingdom Financial Group first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Kingdom Financial Group held 24,402 shares of Essential Utilities worth $935K as of Q2 2026.
  • Kingdom Financial Group bought 1,265 Essential Utilities shares in Q2 2026, an estimated $48.3K.
  • Essential Utilities made up 0.24% of Kingdom Financial Group's portfolio in Q2 2026, its #43 holding.
  • Kingdom Financial Group first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.