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WTRG icon

McGuire Capital Advisors’s Essential Utilities WTRG Stock Holding History

McGuire Capital Advisors’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 		$18.9K Hold
493
– – 0.01% 323
2026
Q1 		$19.9K Hold
493
– – 0.01% 289
2025
Q4 		$18.9K Buy
+493
New +$19.4K 0.01% 305

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 $413B AUM 44.57% 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

McGuire Capital Advisors's WTRG Position: Q2 2026 in Review

McGuire Capital Advisors held its Essential Utilities (WTRG) position steady in Q2 2026 at 493 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #323.

McGuire Capital Advisors first reported a position in WTRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • McGuire Capital Advisors held 493 shares of Essential Utilities worth $18.9K as of Q2 2026.
  • McGuire Capital Advisors left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #323 holding.
  • McGuire Capital Advisors first reported a position in Essential Utilities in Q4 2025 and has held it in 3 quarters since.
  • McGuire Capital Advisors's Essential Utilities position peaked at $19.9K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.