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Ledgewood Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Ledgewood 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 		– Sell
-5,206
Closed -$210K – 78
2026
Q1 		$210K Buy
+5,206
New +$205K 0.12% 68
2025
Q4 		– Sell
-5,206
Closed -$208K – 75
2025
Q3 		$208K Buy
+5,206
New +$198K 0.12% 69
2025
Q2 		– Sell
-5,206
Closed -$206K – 71
2025
Q1 		$206K Buy
+5,206
New +$191K 0.13% 65
2024
Q4 		– Sell
-5,206
Closed -$201K – 72
2024
Q3 		$201K Buy
+5,206
New +$205K 0.14% 68

Other funds holding WTRG

AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ledgewood Wealth Advisors sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 5,206 shares — an estimated $210K sold.

Ledgewood Wealth Advisors first reported a position in WTRG in Q3 2024 and held it in 4 quarters. The position peaked at $210K in Q1 2026. 77 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Ledgewood Wealth Advisors reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 5,206 Essential Utilities shares in Q2 2026, an estimated $210K.
  • Ledgewood Wealth Advisors first reported a position in Essential Utilities in Q3 2024 and held it in 4 quarters.
  • Ledgewood Wealth Advisors's Essential Utilities position peaked at $210K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.