KWM
WTRG icon

Kingsview Wealth Management’s Essential Utilities WTRG Stock Holding History

Kingsview 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 		$248K Buy
6,477
+1,366
+27% +$52.2K ﹤0.01% 1275
2026
Q1 		$206K Buy
+5,111
New +$201K ﹤0.01% 1246
2022
Q1 		– Sell
-6,820
Closed -$366K – 1028
2021
Q4 		$366K Buy
+6,820
New +$331K 0.02% 662
2020
Q3 		– Sell
-7,553
Closed -$319K – 711
2020
Q2 		$319K Buy
+7,553
New +$319K 0.03% 427

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

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

Kingsview Wealth Management increased its Essential Utilities (WTRG) stake by 27% in Q2 2026, buying an estimated $52.2K and bringing the position to 6,477 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Kingsview Wealth Management first reported a position in WTRG in Q2 2020 and has held it in 4 quarters since. The position peaked at $366K in Q4 2021. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Kingsview Wealth Management held 6,477 shares of Essential Utilities worth $248K as of Q2 2026.
  • Kingsview Wealth Management bought 1,366 Essential Utilities shares in Q2 2026, an estimated $52.2K.
  • Essential Utilities made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1275 holding.
  • Kingsview Wealth Management first reported a position in Essential Utilities in Q2 2020 and has held it in 4 quarters since.
  • Kingsview Wealth Management's Essential Utilities position peaked at $366K in Q4 2021.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.