NFG
WTRG icon

Nations Financial Group’s Essential Utilities WTRG Stock Holding History

Nations Financial Group’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 		$225K Hold
5,870
– – 0.01% 717
2026
Q1 		$236K Hold
5,870
– – 0.01% 692
2025
Q4 		$225K Sell
5,870
-41
-0.7% -$1.61K 0.01% 684
2025
Q3 		$236K Sell
5,911
-33
-0.6% -$1.26K 0.01% 639
2025
Q2 		$221K Sell
5,944
-400
-6% -$15.6K 0.02% 626
2025
Q1 		$251K Buy
6,344
+2
+0% +$73 0.02% 567
2024
Q4 		$230K Buy
6,342
+289
+5% +$11.2K 0.02% 614
2024
Q3 		$233K Sell
6,053
-135
-2% -$5.31K 0.02% 614
2024
Q2 		$231K Sell
6,188
-109
-2% -$4.04K 0.02% 583
2024
Q1 		$233K Sell
6,297
-12
-0.2% -$435 0.02% 572
2023
Q4 		$236K Sell
6,309
-100
-2% -$3.49K 0.02% 563
2023
Q3 		$220K Buy
6,409
+937
+17% +$36.3K 0.02% 566
2023
Q2 		$218K Sell
5,472
-394
-7% -$16.5K 0.02% 573
2023
Q1 		$256K Hold
5,866
– – 0.03% 524
2022
Q4 		$280K Hold
5,866
– – 0.03% 485
2022
Q3 		$243K Buy
5,866
+832
+17% +$40.3K 0.04% 448
2022
Q2 		$231K Buy
5,034
+15
+0.3% +$697 0.03% 461
2022
Q1 		$257K Buy
5,019
+14
+0.3% +$676 0.03% 453
2021
Q4 		$269K Hold
5,005
– – 0.04% 411
2021
Q3 		$231K Buy
5,005
+200
+4% +$9.69K 0.04% 405
2021
Q2 		$220K Buy
+4,805
New +$225K 0.04% 378
2020
Q3 		– Sell
-19,368
Closed -$818K – 297
2020
Q2 		$818K Sell
19,368
-95
-0.5% -$4.01K 0.29% 102
2020
Q1 		$792K Buy
19,463
+11,824
+155% +$558K 0.34% 83
2019
Q4 		$359K Buy
7,639
+1,125
+17% +$50.7K 0.12% 208
2019
Q3 		$295K Buy
+6,514
New +$280K 0.11% 234

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Nations Financial Group's WTRG Position: Q2 2026 in Review

Nations Financial Group held its Essential Utilities (WTRG) position steady in Q2 2026 at 5,870 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #717.

Nations Financial Group first reported a position in WTRG in Q3 2019 and has held it in 25 quarters since. The position peaked at $818K in Q2 2020. 158 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • Nations Financial Group held 5,870 shares of Essential Utilities worth $225K as of Q2 2026.
  • Nations Financial Group left its Essential Utilities share count unchanged in Q2 2026.
  • Essential Utilities made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #717 holding.
  • Nations Financial Group first reported a position in Essential Utilities in Q3 2019 and has held it in 25 quarters since.
  • Nations Financial Group's Essential Utilities position peaked at $818K in Q2 2020.
  • 158 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.