Lloyd Advisory Services’s Essential Utilities WTRG Stock Holding History

Lloyd Advisory Services’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	-23,137	Closed	-$932K	–	1022
2026 Q1	$932K	Buy	+23,137	New	+$911K	0.27%	39

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Lloyd Advisory Services's WTRG Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Essential Utilities (WTRG) in Q2 2026, closing a stake of 23,137 shares — an estimated $932K sold.

Lloyd Advisory Services first reported a position in WTRG in Q1 2026 and held it in 1 quarter. The position peaked at $932K in Q1 2026. 698 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Lloyd Advisory Services reported no remaining Essential Utilities position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 23,137 Essential Utilities shares in Q2 2026, an estimated $932K.
Lloyd Advisory Services first reported a position in Essential Utilities in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Essential Utilities position peaked at $932K in Q1 2026.
698 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.