MHR
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Matthew Hamilton Rosenberg’s Essential Utilities WTRG Stock Holding History

Matthew Hamilton Rosenberg’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 		$37.1K Hold
947
– – 0.01% 489
2026
Q2 		$36.3K Hold
947
– – 0.01% 479
2026
Q1 		$38.1K Hold
947
– – 0.01% 463
2025
Q4 		$36.3K Buy
947
+944
+31,467% +$37.1K 0.01% 463
2025
Q3 		$120 Sell
3
-52
-95% -$1.98K ﹤0.01% 801
2025
Q2 		$2.04K Buy
55
+52
+1,733% +$2.02K ﹤0.01% 778
2025
Q1 		$119 Buy
+3
New +$110 ﹤0.01% 815
2024
Q4 		– Sell
-180
Closed -$6.94K – 870
2024
Q3 		$6.94K Hold
180
– – ﹤0.01% 660
2024
Q2 		$6.68K Sell
180
-1,000
-85% -$37.1K ﹤0.01% 630
2024
Q1 		$43.4K Sell
1,180
-500
-30% -$18.1K 0.01% 443
2023
Q4 		$62.7K Sell
1,680
-400
-19% -$14K 0.02% 391
2023
Q3 		$71.4K Buy
2,080
+500
+32% +$19.4K 0.02% 350
2023
Q2 		$63.1K Hold
1,580
– – 0.02% 388
2023
Q1 		$69K Sell
1,580
-320
-17% -$14.4K 0.02% 393
2022
Q4 		$90.7K Hold
1,900
– – 0.03% 330
2022
Q3 		$79K Hold
1,900
– – 0.03% 336
2022
Q2 		$90K Hold
1,900
– – 0.03% 319
2022
Q1 		$97K Hold
1,900
– – 0.03% 314
2021
Q4 		$102K Hold
1,900
– – 0.04% 295
2021
Q3 		$88K Hold
1,900
– – 0.03% 302
2021
Q2 		$87K Hold
1,900
– – 0.05% 284
2021
Q1 		$85K Hold
1,900
– – 0.05% 277
2020
Q4 		$90K Hold
1,900
– – 0.06% 241
2020
Q3 		$76K Hold
1,900
– – 0.06% 248
2020
Q2 		$80K Hold
1,900
– – 0.06% 238
2020
Q1 		$78K Buy
+1,900
New +$89.7K 0.08% 176

Other funds holding WTRG

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Matthew Hamilton Rosenberg's WTRG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Essential Utilities (WTRG) position steady in Q3 2026 at 947 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #489.

Matthew Hamilton Rosenberg first reported a position in WTRG in Q1 2020 and has held it in 26 quarters since. The position peaked at $102K in Q4 2021. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 947 shares of Essential Utilities worth $37.1K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Essential Utilities share count unchanged in Q3 2026.
  • Essential Utilities made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #489 holding.
  • Matthew Hamilton Rosenberg first reported a position in Essential Utilities in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Essential Utilities position peaked at $102K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.