Kingswood Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Kingswood Wealth Advisors’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	$213K	Sell	5,572 -13	-0.2%	-$496	0.01%	918
2026 Q1	$225K	Sell	5,585 -8	-0.1%	-$315	0.01%	835
2025 Q4	$215K	Buy	+5,593	New	+$220K	0.01%	798
2025 Q3	–	Sell	-5,524	Closed	-$205K	–	852
2025 Q2	$205K	Sell	5,524 -335	-6%	-$13K	0.02%	700
2025 Q1	$232K	Sell	5,859 -5,763	-50%	-$212K	0.02%	632
2024 Q4	$422K	Buy	+11,622	New	+$451K	0.03%	494
2024 Q3	–	Sell	-6,947	Closed	-$259K	–	766
2024 Q2	$259K	Buy	6,947 +297	+4%	+$11K	0.02%	568
2024 Q1	$246K	Buy	+6,650	New	+$241K	0.03%	537

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Kingswood Wealth Advisors's WTRG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Essential Utilities (WTRG) stake by 0.23% in Q2 2026, selling an estimated $496 and leaving 5,572 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #918.

Kingswood Wealth Advisors first reported a position in WTRG in Q1 2024 and has held it in 8 quarters since. The position peaked at $422K in Q4 2024. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Kingswood Wealth Advisors held 5,572 shares of Essential Utilities worth $213K as of Q2 2026.
Kingswood Wealth Advisors sold 13 Essential Utilities shares in Q2 2026, an estimated $496.
Essential Utilities made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #918 holding.
Kingswood Wealth Advisors first reported a position in Essential Utilities in Q1 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Essential Utilities position peaked at $422K in Q4 2024.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.