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Larson Financial Group’s Essential Utilities WTRG Stock Holding History

Larson 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 		$18.4K Buy
480
+54
+13% +$2.06K ﹤0.01% 2055
2026
Q1 		$17.2K Hold
426
– – ﹤0.01% 1933
2025
Q4 		$16.3K Buy
426
+9
+2% +$354 ﹤0.01% 1830
2025
Q3 		$16.6K Sell
417
-6
-1% -$229 ﹤0.01% 1745
2025
Q2 		$15.7K Buy
423
+337
+392% +$13.1K ﹤0.01% 1595
2025
Q1 		$3.4K Buy
86
+81
+1,620% +$2.98K ﹤0.01% 1994
2024
Q4 		$182 Sell
5
-8
-62% -$310 ﹤0.01% 2467
2024
Q3 		$501 Buy
13
+8
+160% +$314 ﹤0.01% 2129
2024
Q2 		$187 Buy
5
+1
+25% +$37 ﹤0.01% 2091
2024
Q1 		$148 Sell
4
-1,200
-100% -$43.5K ﹤0.01% 1666
2023
Q4 		$45K Buy
1,204
+4
+0.3% +$140 ﹤0.01% 677
2023
Q3 		$41.2K Buy
+1,200
New +$46.5K ﹤0.01% 665
2023
Q2 		– Sell
-138
Closed -$6.02K – 1635
2023
Q1 		$6.02K Hold
138
– – ﹤0.01% 1044
2022
Q4 		$6.59K Hold
138
– – ﹤0.01% 973
2022
Q3 		$6K Hold
138
– – ﹤0.01% 935
2022
Q2 		$6K Buy
+138
New +$6.41K ﹤0.01% 852
2021
Q2 		– Sell
-11
Closed – – 955
2021
Q1 		$0 Hold
11
– – ﹤0.01% 937
2020
Q4 		$1K Hold
11
– – ﹤0.01% 735
2020
Q3 		$0 Hold
11
– – ﹤0.01% 848
2020
Q2 		$0 Hold
11
– – ﹤0.01% 771
2020
Q1 		$0 Hold
11
– – ﹤0.01% 672
2019
Q4 		$1K Hold
11
– – ﹤0.01% 555
2019
Q3 		$0 Hold
11
– – ﹤0.01% 632
2019
Q2 		$0 Hold
11
– – ﹤0.01% 578
2019
Q1 		$0 Hold
11
– – ﹤0.01% 553
2018
Q4 		$0 Buy
+11
New +$381 ﹤0.01% 520

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

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

Larson Financial Group increased its Essential Utilities (WTRG) stake by 13% in Q2 2026, buying an estimated $2.06K and bringing the position to 480 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Larson Financial Group first reported a position in WTRG in Q4 2018 and has held it in 26 quarters since. The position peaked at $45K in Q4 2023. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Larson Financial Group held 480 shares of Essential Utilities worth $18.4K as of Q2 2026.
  • Larson Financial Group bought 54 Essential Utilities shares in Q2 2026, an estimated $2.06K.
  • Essential Utilities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2055 holding.
  • Larson Financial Group first reported a position in Essential Utilities in Q4 2018 and has held it in 26 quarters since.
  • Larson Financial Group's Essential Utilities position peaked at $45K in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.