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 Q3	$278K	Sell	7,101 -1,974	-22%	-$79.2K	0.01%	892
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Krilogy Financial's WTRG Position: Q3 2026 in Review

Krilogy Financial reduced its Essential Utilities (WTRG) stake by 22% in Q3 2026, selling an estimated $79.2K and leaving 7,101 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #892.

Krilogy Financial first reported a position in WTRG in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.8M in Q3 2024. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Krilogy Financial held 7,101 shares of Essential Utilities worth $278K as of Q3 2026.
Krilogy Financial sold 1,974 Essential Utilities shares in Q3 2026, an estimated $79.2K.
Essential Utilities made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #892 holding.
Krilogy Financial first reported a position in Essential Utilities in Q4 2017 and has held it in 11 quarters since.
Krilogy Financial's Essential Utilities position peaked at $1.8M in Q3 2024.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.