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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
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

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

Lee Financial's WTRG Position: Q2 2026 in Review

Lee Financial reduced its Essential Utilities (WTRG) stake by 0.34% in Q2 2026, selling an estimated $3.55K and leaving 27,016 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #79.

Lee Financial first reported a position in WTRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 699 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Lee Financial held 27,016 shares of Essential Utilities worth $1.03M as of Q2 2026.
  • Lee Financial sold 93 Essential Utilities shares in Q2 2026, an estimated $3.55K.
  • Essential Utilities made up 0.13% of Lee Financial's portfolio in Q2 2026, its #79 holding.
  • Lee Financial first reported a position in Essential Utilities in Q1 2024 and has held it in 10 quarters since.
  • Lee Financial's Essential Utilities position peaked at $1.22M in Q3 2025.
  • 699 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.