Lowe Brockenbrough & Co’s Essential Utilities WTRG Stock Holding History

Lowe Brockenbrough & Co’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	$210K	Hold	5,350	–	–	0.01%	295
2026 Q2	$205K	Hold	5,350	–	–	0.01%	282
2026 Q1	$215K	Hold	5,350	–	–	0.01%	269
2025 Q4	$205K	Hold	5,350	–	–	0.01%	278
2025 Q3	$213K	Buy	+5,350	New	+$204K	0.01%	282
2025 Q2	–	Sell	-5,350	Closed	-$211K	–	320
2025 Q1	$211K	Buy	+5,350	New	+$196K	0.01%	259
2024 Q4	–	Sell	-5,350	Closed	-$206K	–	270
2024 Q3	$206K	Buy	+5,350	New	+$210K	0.01%	262
2024 Q2	–	Sell	-5,650	Closed	-$209K	–	262
2024 Q1	$209K	Hold	5,650	–	–	0.01%	258
2023 Q4	$211K	Buy	+5,650	New	+$197K	0.02%	255
2023 Q3	–	Sell	-5,650	Closed	-$225K	–	273
2023 Q2	$225K	Hold	5,650	–	–	0.02%	257
2023 Q1	$247K	Hold	5,650	–	–	0.02%	247
2022 Q4	$270K	Hold	5,650	–	–	0.02%	236
2022 Q3	$234K	Hold	5,650	–	–	0.02%	239
2022 Q2	$259K	Hold	5,650	–	–	0.02%	241
2022 Q1	$289K	Sell	5,650 -200	-3%	-$9.7K	0.02%	243
2021 Q4	$314K	Hold	5,850	–	–	0.02%	225
2021 Q3	$270K	Hold	5,850	–	–	0.02%	248
2021 Q2	$267K	Sell	5,850 -500	-8%	-$23.5K	0.02%	207
2021 Q1	$284K	Hold	6,350	–	–	0.03%	201
2020 Q4	$300K	Hold	6,350	–	–	0.03%	187
2020 Q3	$256K	Hold	6,350	–	–	0.03%	188
2020 Q2	$268K	Hold	6,350	–	–	0.04%	187
2020 Q1	$258K	Hold	6,350	–	–	0.04%	181
2019 Q4	$298K	Sell	6,350 -650	-9%	-$29.3K	0.04%	191
2019 Q3	$314K	Hold	7,000	–	–	0.04%	184
2019 Q2	$290K	Hold	7,000	–	–	0.04%	188
2019 Q1	$255K	Buy	+7,000	New	+$247K	0.04%	190

Other funds holding WTRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Lowe Brockenbrough & Co's WTRG Position: Q3 2026 in Review

Lowe Brockenbrough & Co held its Essential Utilities (WTRG) position steady in Q3 2026 at 5,350 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #295.

Lowe Brockenbrough & Co first reported a position in WTRG in Q1 2019 and has held it in 27 quarters since. The position peaked at $314K in Q4 2021. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Lowe Brockenbrough & Co held 5,350 shares of Essential Utilities worth $210K as of Q3 2026.
Lowe Brockenbrough & Co left its Essential Utilities share count unchanged in Q3 2026.
Essential Utilities made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #295 holding.
Lowe Brockenbrough & Co first reported a position in Essential Utilities in Q1 2019 and has held it in 27 quarters since.
Lowe Brockenbrough & Co's Essential Utilities position peaked at $314K in Q4 2021.
422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.