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LaSalle St. Investment Advisors’s Essential Utilities WTRG Stock Holding History

LaSalle St. Investment 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 		$243K Buy
6,342
+89
+1% +$3.4K 0.03% 388
2026
Q1 		$252K Buy
6,253
+13
+0.2% +$512 0.04% 341
2025
Q4 		$239K Buy
6,240
+12
+0.2% +$472 0.04% 319
2025
Q3 		$248K Sell
6,228
-120
-2% -$4.57K 0.04% 291
2025
Q2 		$235K Buy
6,348
+47
+0.7% +$1.83K 0.06% 282
2025
Q1 		$249K Sell
6,301
-1,456
-19% -$53.5K 0.06% 255
2024
Q4 		$281K Buy
+7,757
New +$301K 0.09% 208
2024
Q3 		– Sell
-7,994
Closed -$298K – 219
2024
Q2 		$298K Buy
7,994
+19
+0.2% +$705 0.15% 110
2024
Q1 		$295K Buy
7,975
+375
+5% +$13.6K 0.17% 97
2023
Q4 		$2.84M Buy
7,600
+11
+0.1% +$384 0.19% 86
2023
Q3 		$260K Buy
7,589
+5
+0.1% +$194 0.13% 98
2023
Q2 		$302K Buy
7,584
+5
+0.1% +$210 0.13% 87
2023
Q1 		$330K Buy
7,579
+4
+0.1% +$180 0.15% 83
2022
Q4 		$361K Buy
+7,575
New +$343K 0.17% 69

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $413B AUM 44.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LaSalle St. Investment Advisors's WTRG Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Essential Utilities (WTRG) stake by 1.4% in Q2 2026, buying an estimated $3.4K and bringing the position to 6,342 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #388.

LaSalle St. Investment Advisors first reported a position in WTRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2023. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • LaSalle St. Investment Advisors held 6,342 shares of Essential Utilities worth $243K as of Q2 2026.
  • LaSalle St. Investment Advisors bought 89 Essential Utilities shares in Q2 2026, an estimated $3.4K.
  • Essential Utilities made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #388 holding.
  • LaSalle St. Investment Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's Essential Utilities position peaked at $2.84M in Q4 2023.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.