Lee Financial
WTRG icon

Lee Financial’s Essential Utilities WTRG Stock Holding History

Lee 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 		$591K Sell
15,090
-11,926
-44% -$478K 0.07% 99
2026
Q2 		$1.03M Sell
27,016
-93
-0.3% -$3.55K 0.13% 79
2026
Q1 		$1.09M Sell
27,109
-112
-0.4% -$4.41K 0.15% 68
2025
Q4 		$1.04M Sell
27,221
-3,283
-11% -$129K 0.14% 76
2025
Q3 		$1.22M Buy
30,504
+3,838
+14% +$146K 0.15% 76
2025
Q2 		$990K Buy
26,666
+2,510
+10% +$97.8K 0.14% 75
2025
Q1 		$955K Sell
24,156
-3,000
-11% -$110K 0.15% 73
2024
Q4 		$986K Sell
27,156
-435
-2% -$16.9K 0.14% 83
2024
Q3 		$1.06M Buy
27,591
+7,615
+38% +$299K 0.15% 80
2024
Q2 		$746K Buy
19,976
+985
+5% +$36.5K 0.12% 86
2024
Q1 		$704K Buy
+18,991
New +$689K 0.12% 85

Other funds holding WTRG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Lee Financial's WTRG Position: Q3 2026 in Review

Lee Financial reduced its Essential Utilities (WTRG) stake by 44% in Q3 2026, selling an estimated $478K and leaving 15,090 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #99.

Lee Financial first reported a position in WTRG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2025. 350 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Lee Financial held 15,090 shares of Essential Utilities worth $591K as of Q3 2026.
  • Lee Financial sold 11,926 Essential Utilities shares in Q3 2026, an estimated $478K.
  • Essential Utilities made up 0.07% of Lee Financial's portfolio in Q3 2026, its #99 holding.
  • Lee Financial first reported a position in Essential Utilities in Q1 2024 and has held it in 11 quarters since.
  • Lee Financial's Essential Utilities position peaked at $1.22M in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.