Navigoe Wealth Management’s Essential Utilities WTRG Stock Holding History

Navigoe 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	$0	Buy	+5	New	+$191	﹤0.01%	1191

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

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

Navigoe Wealth Management opened a new position in Essential Utilities (WTRG) in Q2 2026: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

696 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

Navigoe Wealth Management held 5 shares of Essential Utilities worth $0 as of Q2 2026.
Essential Utilities was a new Navigoe Wealth Management position in Q2 2026.
Essential Utilities made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1191 holding.
696 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.