MWM
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Modern Wealth Management’s Essential Utilities WTRG Stock Holding History

Modern Wealth Management’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 		$323K Sell
8,444
-595
-7% -$22.7K ﹤0.01% 860
2026
Q1 		$367K Buy
9,039
+14
+0.2% +$551 0.01% 654
2025
Q4 		$346K Buy
9,025
+1,245
+16% +$49K 0.01% 640
2025
Q3 		$310K Buy
7,780
+1,489
+24% +$56.8K 0.01% 632
2025
Q2 		$234K Buy
+6,291
New +$245K 0.01% 689

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Modern Wealth Management's WTRG Position: Q2 2026 in Review

Modern Wealth Management reduced its Essential Utilities (WTRG) stake by 6.6% in Q2 2026, selling an estimated $22.7K and leaving 8,444 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Modern Wealth Management first reported a position in WTRG in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q1 2026. 697 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Modern Wealth Management held 8,444 shares of Essential Utilities worth $323K as of Q2 2026.
  • Modern Wealth Management sold 595 Essential Utilities shares in Q2 2026, an estimated $22.7K.
  • Essential Utilities made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #860 holding.
  • Modern Wealth Management first reported a position in Essential Utilities in Q2 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's Essential Utilities position peaked at $367K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.