KF
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Krilogy Financial’s Essential Utilities WTRG Stock Holding History

Krilogy Financial’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 		$348K Buy
9,075
+3,596
+66% +$137K 0.01% 763
2026
Q1 		$212K Buy
+5,479
New +$216K 0.01% 877
2025
Q4 		– Sell
-5,524
Closed -$219K – 986
2025
Q3 		$219K Buy
+5,524
New +$211K 0.01% 798
2025
Q1 		– Sell
-45,969
Closed -$1.67M – 243
2024
Q4 		$1.67M Sell
45,969
-723
-2% -$28.1K 0.11% 132
2024
Q3 		$1.8M Buy
46,692
+6,212
+15% +$244K 0.12% 125
2024
Q2 		$1.51M Buy
40,480
+17,040
+73% +$632K 0.11% 135
2024
Q1 		$868K Buy
23,440
+6,007
+34% +$218K 0.07% 174
2023
Q4 		$651K Buy
+17,433
New +$608K 0.06% 176
2018
Q2 		– Sell
-150
Closed -$5K – 636
2018
Q1 		$5K Hold
150
– – ﹤0.01% 607
2017
Q4 		$6K Buy
+150
New +$5.47K ﹤0.01% 582

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

Krilogy Financial's WTRG Position: Q2 2026 in Review

Krilogy Financial increased its Essential Utilities (WTRG) stake by 66% in Q2 2026, buying an estimated $137K and bringing the position to 9,075 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #763.

Krilogy Financial first reported a position in WTRG in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.8M in Q3 2024. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Krilogy Financial held 9,075 shares of Essential Utilities worth $348K as of Q2 2026.
  • Krilogy Financial bought 3,596 Essential Utilities shares in Q2 2026, an estimated $137K.
  • Essential Utilities made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #763 holding.
  • Krilogy Financial first reported a position in Essential Utilities in Q4 2017 and has held it in 10 quarters since.
  • Krilogy Financial's Essential Utilities position peaked at $1.8M in Q3 2024.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.