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WTRG icon

MONECO Advisors’s Essential Utilities WTRG Stock Holding History

MONECO 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 		$222K Buy
5,782
+25
+0.4% +$955 0.01% 554
2026
Q1 		$232K Buy
5,757
+275
+5% +$10.8K 0.02% 469
2025
Q4 		$210K Buy
5,482
+166
+3% +$6.53K 0.02% 476
2025
Q3 		$212K Buy
+5,316
New +$203K 0.02% 469
2025
Q2 		– Sell
-6,267
Closed -$248K – 485
2025
Q1 		$248K Hold
6,267
– – 0.03% 401
2024
Q4 		$228K Buy
6,267
+79
+1% +$3.07K 0.02% 425
2024
Q3 		$239K Hold
6,188
– – 0.03% 388
2024
Q2 		$231K Hold
6,188
– – 0.03% 375
2024
Q1 		$229K Buy
+6,188
New +$224K 0.04% 374

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

MONECO Advisors's WTRG Position: Q2 2026 in Review

MONECO Advisors increased its Essential Utilities (WTRG) stake by 0.43% in Q2 2026, buying an estimated $955 and bringing the position to 5,782 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #554.

MONECO Advisors first reported a position in WTRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $248K in Q1 2025. 702 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • MONECO Advisors held 5,782 shares of Essential Utilities worth $222K as of Q2 2026.
  • MONECO Advisors bought 25 Essential Utilities shares in Q2 2026, an estimated $955.
  • Essential Utilities made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #554 holding.
  • MONECO Advisors first reported a position in Essential Utilities in Q1 2024 and has held it in 9 quarters since.
  • MONECO Advisors's Essential Utilities position peaked at $248K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.