LPL Financial’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.6M | Buy |
405,949
+66,471
| +20% | +$2.54M | ﹤0.01% | 1751 |
|
|
2026
Q1 | $13.7M | Sell |
339,478
-2,625
| -0.8% | -$103K | ﹤0.01% | 1746 |
|
|
2025
Q4 | $13.1M | Sell |
342,103
-3,682
| -1% | -$145K | ﹤0.01% | 1708 |
|
|
2025
Q3 | $13.8M | Buy |
345,785
+62,285
| +22% | +$2.37M | ﹤0.01% | 1610 |
|
|
2025
Q2 | $10.5M | Sell |
283,500
-11,808
| -4% | -$460K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $11.7M | Buy |
295,308
+6,839
| +2% | +$251K | ﹤0.01% | 1501 |
|
|
2024
Q4 | $10.5M | Buy |
288,469
+10,941
| +4% | +$425K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $10.7M | Sell |
277,528
-1,970
| -0.7% | -$77.4K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $10.4M | Buy |
279,498
+8,232
| +3% | +$305K | 0.01% | 1348 |
|
|
2024
Q1 | $10.1M | Buy |
271,266
+12,092
| +5% | +$438K | 0.01% | 1322 |
|
|
2023
Q4 | $9.68M | Buy |
259,174
+23,333
| +10% | +$814K | 0.01% | 1276 |
|
|
2023
Q3 | $8.1M | Buy |
235,841
+29,372
| +14% | +$1.14M | 0.01% | 1294 |
|
|
2023
Q2 | $8.24M | Sell |
206,469
-12,863
| -6% | -$540K | 0.01% | 1244 |
|
|
2023
Q1 | $9.57M | Buy |
219,332
+121,119
| +123% | +$5.46M | 0.01% | 1107 |
|
|
2022
Q4 | $4.69M | Buy |
98,213
+2,356
| +2% | +$107K | ﹤0.01% | 1496 |
|
|
2022
Q3 | $3.97M | Buy |
95,857
+2,672
| +3% | +$129K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $4.27M | Buy |
93,185
+467
| +0.5% | +$21.7K | ﹤0.01% | 1512 |
|
|
2022
Q1 | $4.74M | Sell |
92,718
-1,334
| -1% | -$64.4K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $5.05M | Buy |
94,052
+10,384
| +12% | +$504K | ﹤0.01% | 1457 |
|
|
2021
Q3 | $3.85M | Buy |
83,668
+6,825
| +9% | +$331K | ﹤0.01% | 1565 |
|
|
2021
Q2 | $3.51M | Buy |
76,843
+5,781
| +8% | +$271K | ﹤0.01% | 1593 |
|
|
2021
Q1 | $3.18M | Buy |
71,062
+4,173
| +6% | +$188K | ﹤0.01% | 1532 |
|
|
2020
Q4 | $3.16M | Buy |
66,889
+4,805
| +8% | +$213K | ﹤0.01% | 1389 |
|
|
2020
Q3 | $2.5M | Buy |
62,084
+342
| +0.6% | +$14.7K | ﹤0.01% | 1334 |
|
|
2020
Q2 | $2.61M | Sell |
61,742
-4,188
| -6% | -$177K | ﹤0.01% | 1209 |
|
|
2020
Q1 | $2.68M | Buy |
65,930
+7,424
| +13% | +$350K | 0.01% | 1023 |
|
|
2019
Q4 | $2.75M | Sell |
58,506
-34,566
| -37% | -$1.56M | 0.01% | 1159 |
|
|
2019
Q3 | $4.17M | Buy |
93,072
+9,903
| +12% | +$425K | 0.01% | 871 |
|
|
2019
Q2 | $3.44M | Buy |
83,169
+5,816
| +8% | +$226K | 0.01% | 948 |
|
|
2019
Q1 | $2.82M | Buy |
77,353
+3,996
| +5% | +$141K | 0.01% | 997 |
|
|
2018
Q4 | $2.51M | Buy |
73,357
+7,643
| +12% | +$265K | 0.01% | 965 |
|
|
2018
Q3 | $2.42M | Sell |
65,714
-245
| -0.4% | -$9.06K | 0.01% | 1053 |
|
|
2018
Q2 | $2.32M | Sell |
65,959
-4,469
| -6% | -$153K | 0.01% | 1044 |
|
|
2018
Q1 | $2.4M | Buy |
70,428
+11,000
| +19% | +$383K | 0.01% | 1010 |
|
|
2017
Q4 | $2.33M | Buy |
59,428
+16,283
| +38% | +$594K | 0.01% | 975 |
|
|
2017
Q3 | $1.43M | Buy |
43,145
+67
| +0.2% | +$2.25K | 0.01% | 1199 |
|
|
2017
Q2 | $1.43M | Buy |
43,078
+1,640
| +4% | +$53.8K | 0.01% | 1141 |
|
|
2017
Q1 | $1.33M | Sell |
41,438
-551
| -1% | -$16.9K | 0.01% | 1072 |
|
|
2016
Q4 | $1.26M | Sell |
41,989
-569
| -1% | -$17K | 0.01% | 1066 |
|
|
2016
Q3 | $1.26M | Buy |
42,558
+4,013
| +10% | +$130K | 0.01% | 1025 |
|
|
2016
Q2 | $1.36M | Sell |
38,545
-32,552
| -46% | -$1.06M | 0.01% | 969 |
|
|
2016
Q1 | $2.23M | Sell |
71,097
-20,992
| -23% | -$650K | 0.01% | 1134 |
|
|
2015
Q4 | $2.73M | Buy |
92,089
+44,417
| +93% | +$1.28M | 0.01% | 993 |
|
|
2015
Q3 | $1.29M | Buy |
47,672
+268
| +0.6% | +$6.86K | 0.01% | 1084 |
|
|
2015
Q2 | $1.2M | Buy |
47,404
+2,113
| +5% | +$55.4K | 0.01% | 1231 |
|
|
2015
Q1 | $1.2M | Buy |
45,291
+3,119
| +7% | +$83K | 0.01% | 1232 |
|
|
2014
Q4 | $1.13M | Sell |
42,172
-1,997
| -5% | -$51.3K | 0.01% | 1225 |
|
|
2014
Q3 | $1.04M | Buy |
44,169
+1,289
| +3% | +$31.5K | 0.01% | 1250 |
|
|
2014
Q2 | $1.12M | Buy |
42,880
+1,576
| +4% | +$39.6K | 0.01% | 1231 |
|
|
2014
Q1 | $1.03M | Buy |
41,304
+1,284
| +3% | +$31K | 0.01% | 1242 |
|
|
2013
Q4 | $944K | Buy |
40,020
+2,179
| +6% | +$53.1K | 0.01% | 1272 |
|
|
2013
Q3 | $931K | Buy |
37,841
+3,176
| +9% | +$81K | 0.01% | 1225 |
|
|
2013
Q2 | $868K | Buy |
+34,665
| New | +$880K | 0.01% | 1216 |
|
Other funds holding WTRG
AA
LPL Financial's WTRG Position: Q2 2026 in Review
LPL Financial increased its Essential Utilities (WTRG) stake by 20% in Q2 2026, buying an estimated $2.54M and bringing the position to 405,949 shares worth $15.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.
LPL Financial first reported a position in WTRG in Q2 2013 and has held it in 53 quarters since. 700 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.
- LPL Financial held 405,949 shares of Essential Utilities worth $15.6M as of Q2 2026.
- LPL Financial bought 66,471 Essential Utilities shares in Q2 2026, an estimated $2.54M.
- Essential Utilities made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1751 holding.
- LPL Financial first reported a position in Essential Utilities in Q2 2013 and has held it in 53 quarters since.
- 700 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.